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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1126
Strategic Financial Services
New York
$446K – – –
PP
1127
PDS Planning
Ohio
$446K +$474K +5,078 New
XSC
1128
X-Square Capital
Puerto Rico
$445K +$12.2K +131 +3%
WP
1129
WealthSource Partners
California
$445K +$22.5K +241 +5%
ETH
1130
Exos TFP Holdings
New York
$445K +$244K +2,618 +107%
IWM
1131
Integris Wealth Management
California
$444K +$3.73K +40 +0.8%
CWM
1132
Cornerstone Wealth Management
Missouri
$443K +$471K +5,051 New
GEA
1133
Glen Eagle Advisors
New Jersey
$440K -$11.3K -121 -2%
AC
1134
Allstate Corporation
Illinois
$438K -$4.7M -50,406 -91%
CWM
1135
C2C Wealth Management
Arizona
$438K +$478K +5,121 New
GA
1136
GraniteShares Advisors
New York
$432K -$39.7K -425 -8%
BWG
1137
Beta Wealth Group
California
$430K +$28K +300 +7%
RMDI
1138
R.M. Davis Inc
Maine
$430K -$7.47K -80 -2%
RSWM
1139
Robertson Stephens Wealth Management
California
$429K -$10.5K -113 -2%
RIL
1140
Rothschild Investment LLC
Illinois
$429K +$1.4K +15 +0.3%
EWG
1141
Executive Wealth Group
Washington
$428K +$3.45K +37 +0.8%
RP
1142
Riverwater Partners
Wisconsin
$427K -$284K -3,038 -38%
IA
1143
IAM Advisory
Pennsylvania
$427K +$454K +4,869 New
AT
1144
American Trust
Kentucky
$427K +$147K +1,580 +48%
WGAM
1145
Wilkinson Global Asset Management
New York
$425K – – –
AWM
1146
Arista Wealth Management
Nevada
$423K – – –
EFG
1147
Everhart Financial Group
Ohio
$423K +$75.9K +813 +20%
MSFS
1148
Main Street Financial Solutions
Pennsylvania
$422K +$1.12K +12 +0.3%
AAS
1149
Ameritas Advisory Services
Nebraska
$421K -$53K -568 -11%
OFW
1150
Omnia Family Wealth
Florida
$421K – – –
44 45
46
47 48