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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1151
DT Investment Partners
Pennsylvania
$413K – – –
EP
1152
Edgestream Partners
New Jersey
$411K -$1.42M -16,652 -78%
AWM
1153
Arista Wealth Management
Nevada
$411K – – –
V
1154
ViaWealth
Kansas
$410K -$75.9K -888 -16%
FFG
1155
Fortem Financial Group
California
$410K +$97.8K +1,144 +31%
CCG
1156
Chatham Capital Group
Georgia
$410K +$172K +2,010 +72%
MW
1157
Marcum Wealth
Ohio
$409K -$41.5K -485 -9%
OFW
1158
Omnia Family Wealth
Florida
$409K – – –
SFB
1159
STAR Financial Bank
Indiana
$409K +$2.22K +26 +0.5%
LGA
1160
Lebenthal Global Advisors
New York
$409K -$36.3K -425 -8%
RWA
1161
Redhawk Wealth Advisors
Minnesota
$408K +$17.1K +200 +4%
KLCM
1162
KG&L Capital Management
Louisiana
$407K -$46.7K -546 -10%
JCIA
1163
Jackson Creek Investment Advisors
Colorado
$406K -$82K -959 -17%
TWM
1164
Tanager Wealth Management
United Kingdom
$406K +$10.1K +118 +3%
LNB
1165
Ledyard National Bank
$405K – – –
LI
1166
LVZ Inc
Michigan
$404K – – –
MTWM
1167
Masso Torrence Wealth Management
New Jersey
$404K +$90.7K +1,060 +29%
MSFS
1168
Main Street Financial Solutions
Pennsylvania
$403K -$6.93K -81 -2%
MFWP
1169
Mosaic Family Wealth Partners
Missouri
$402K – – –
AF
1170
Advisornet Financial
Minnesota
$402K -$421K -4,918 -51%
VCM
1171
Vivaldi Capital Management
Illinois
$402K +$26.6K +311 +7%
KFS
1172
Kaizen Financial Strategies
California
$400K +$80K +935 +25%
WFI
1173
West Family Investments
California
$399K – – –
IIA
1174
IPG Investment Advisors
California
$399K -$984K -11,500 -71%
FFA
1175
Farther Finance Advisors
California
$399K +$161K +1,884 +68%
45 46
47
48 49