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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
1151
SlateStone Wealth
Florida
$543K +$19.2K +191 +4%
EFG
1152
Everhart Financial Group
Ohio
$543K +$118K +1,175 +29%
HI
1153
Humankind Investments
New York
$540K +$23.8K +236 +5%
CCA
1154
Childress Capital Advisors
Texas
$538K +$11.5K +114 +2%
RL
1155
Rogco LP
Oklahoma
$537K -$4.23K -42 -0.8%
HCP
1156
Hexagon Capital Partners
Arkansas
$536K +$5.04K +50 +1%
FMWA
1157
Forvis Mazars Wealth Advisors
Missouri
$532K +$13.4K +133 +3%
NFC
1158
Northeast Financial Consultants
Connecticut
$530K +$6.04K +60 +1%
SFS
1159
Strategic Financial Services
New York
$530K – – –
AA
1160
Addison Advisors
Vermont
$528K -$12K -119 -2%
HSA
1161
HBK Sorce Advisory
Pennsylvania
$526K +$55.1K +547 +12%
BSTWA
1162
Blake Schutter Theil Wealth Advisors
Ohio
$526K +$508K +5,046 New
ACM
1163
Arcataur Capital Management
Wisconsin
$522K -$504 -5 -0.1%
VCM
1164
Vivaldi Capital Management
Illinois
$522K -$9.47K -94 -2%
DLP
1165
De Lisle Partners
United Kingdom
$521K +$504K +5,000 New
ACGA
1166
Atlanta Consulting Group Advisors
Georgia
$519K +$501K +4,979 New
EFA
1167
Evernest Financial Advisors
Indiana
$518K -$8.06K -80 -2%
LAM
1168
L2 Asset Management
Massachusetts
$516K +$16.8K +167 +3%
PCMC
1169
Private Capital Management (Colorado)
Colorado
$515K +$35.9K +356 +8%
AC
1170
ASB Consultores
Florida
$515K -$39.5K -392 -7%
RFA
1171
Register Financial Advisors
Georgia
$515K +$302 +3 +0.1%
MIS
1172
Morningstar Investment Services
Illinois
$515K +$74.7K +742 +18%
LGA
1173
Lebenthal Global Advisors
New York
$515K -$12K -119 -2%
AC
1174
AlphaCore Capital
California
$513K +$44.9K +446 +10%
GCP
1175
GSA Capital Partners
United Kingdom
$513K +$496K +4,924 New
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