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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
1126
Simmons Bank
Arkansas
$443K +$164K +1,652 +57%
IFG
1127
Independent Financial Group
California
$439K +$28.7K +290 +7%
MAG
1128
MRA Advisory Group
New Jersey
$437K +$46.5K +469 +12%
FMLI
1129
Fukoku Mutual Life Insurance
Japan
$436K +$107K +1,080 +32%
OQS
1130
Occudo Quantitative Strategies
Florida
$436K +$444K +4,477 New
LFA
1131
Legacy Financial Advisors
Kentucky
$434K +$64.9K +655 +17%
ATC
1132
Adirondack Trust Company
New York
$433K +$17.5K +177 +4%
BG
1133
Bahl & Gaynor
Ohio
$432K -$272K -2,747 -38%
AA
1134
AlphaCentric Advisors
Puerto Rico
$432K +$2.18K +22 +0.5%
VCM
1135
Vivaldi Capital Management
Illinois
$431K – – –
AWS
1136
AJ Wealth Strategies
New York
$428K – – –
IWM
1137
IHT Wealth Management
Illinois
$427K -$1.17M -11,789 -73%
VWA
1138
Visionary Wealth Advisors
Illinois
$427K -$237K -2,395 -35%
SB
1139
Sunflower Bank
Texas
$427K +$9.41K +95 +2%
IWA
1140
Intercontinental Wealth Advisors
Texas
$424K +$23.2K +234 +6%
BOM
1141
Bank of Marin
California
$423K – – –
I
1142
INVST
Indiana
$423K +$26.5K +267 +7%
SWP
1143
Strategic Wealth Partners
Ohio
$423K +$167K +1,689 +63%
TBA
1144
Tower Bridge Advisors
Pennsylvania
$423K – – –
AWAP
1145
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$422K – – –
RMDI
1146
R.M. Davis Inc
Maine
$422K +$35.9K +362 +9%
ONGA
1147
O'Neil Global Advisors
California
$420K -$167K -1,682 -28%
FCFC
1148
First Citizens Financial Corp
Iowa
$420K -$25.8K -260 -6%
KTC
1149
Kistler-Tiffany Companies
Pennsylvania
$419K +$25.7K +259 +6%
ACI
1150
Alpha Cubed Investments
California
$416K -$71.6K -723 -14%
44 45
46
47 48