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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1126
Waverly Advisors
Alabama
$830K +$340K +2,761 +72%
FAG
1127
Fortitude Advisory Group
Washington
$830K +$5.05K +41 +0.6%
WS
1128
Wedbush Securities
California
$830K +$402K +3,263 +98%
VWA
1129
Visionary Wealth Advisors
Illinois
$829K +$8.38K +68 +1%
BWP
1130
BSW Wealth Partners
Colorado
$829K +$136K +1,103 +20%
EW
1131
Evexia Wealth
Wisconsin
$828K -$108K -875 -13%
JPWM
1132
Jamison Private Wealth Management
Georgia
$825K +$488K +3,962 +152%
CG
1133
Clifford Group
Massachusetts
$824K -$12.4K -101 -2%
LA
1134
Legacy Advisors
Pennsylvania
$819K +$95.9K +779 +14%
SB
1135
Strategic Blueprint
Georgia
$819K -$53.2K -432 -6%
KNW
1136
Kesler Norman & Wride
Utah
$818K -$8.01K -65 -1%
XT
1137
XTX Topco
Cayman Islands
$810K +$794K +6,445 New
AWA
1138
Arkadios Wealth Advisors
Georgia
$809K -$74.9K -608 -9%
GBT
1139
Grove Bank & Trust
Florida
$803K +$49K +398 +7%
KFS
1140
Kurt F. Somerville
$801K – – –
LFA
1141
Legacy Financial Advisors
Kentucky
$799K +$46.7K +379 +6%
WWM
1142
Western Wealth Management
Colorado
$797K +$21.9K +178 +3%
HC
1143
Hamilton Capital
Ohio
$795K -$417K -3,385 -35%
BONH
1144
Bank of New Hampshire
New Hampshire
$794K +$11.5K +93 +1%
CIAS
1145
CFS Investment Advisory Services
New Jersey
$790K -$9.36K -76 -1%
TCM
1146
Twin Capital Management
Pennsylvania
$787K +$771K +6,257 New
CWM
1147
Chicago Wealth Management
Illinois
$785K – – –
KWM
1148
Kingsview Wealth Management
Oregon
$784K -$46.4K -377 -6%
WF
1149
Welch & Forbes
Massachusetts
$783K -$12.3K -100 -2%
BHBT
1150
Burke & Herbert Bank & Trust
Virginia
$779K – – –
44 45
46
47 48