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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1176
Powell Investment Advisors
Florida
$321K +$115K +1,362 +50%
FNB
1177
Farmers National Bank
Kentucky
$320K +$4.89K +58 +1%
AA
1178
Addison Advisors
Vermont
$320K +$95K +1,127 +39%
WP
1179
WealthSource Partners
California
$319K +$2.61K +31 +0.8%
SW
1180
SteelPeak Wealth
California
$318K -$328K -3,886 -49%
WCA
1181
Westover Capital Advisors
Delaware
$316K – – –
FFG
1182
Fortem Financial Group
California
$315K -$90.1K -1,069 -21%
KFS
1183
Kaizen Financial Strategies
California
$315K +$2.78K +33 +0.8%
BBA
1184
BLB&B Advisors
Pennsylvania
$314K -$14.2K -168 -4%
PRWA
1185
Platte River Wealth Advisors
Colorado
$311K – – –
HA
1186
Herold Advisors
New York
$311K +$169 +2 +0.1%
AW
1187
ACG Wealth
Georgia
$311K +$421 +5 +0.1%
IFG
1188
Independent Financial Group
California
$311K +$75.7K +898 +30%
WH
1189
Willner & Heller
California
$310K +$2.78K +33 +0.8%
EFG
1190
Everhart Financial Group
Ohio
$309K +$61.6K +731 +23%
FFN
1191
Focus Financial Network
Minnesota
$309K +$55.9K +663 +20%
LOAMS
1192
Lombard Odier Asset Management (Switzerland)
Switzerland
$307K -$359K -4,264 -52%
GRP
1193
Global Retirement Partners
California
$307K -$12.6K -150 -4%
CAAS
1194
Capital Asset Advisory Services
Michigan
$307K +$328K +3,888 New
DJSG
1195
D.J. St. Germain
Massachusetts
$306K – – –
MA
1196
MCF Advisors
Kentucky
$306K +$927 +11 +0.3%
MHR
1197
Matthew Hamilton Rosenberg
$306K +$1.85K +22 +0.6%
RWA
1198
Redhawk Wealth Advisors
Minnesota
$306K +$10.1K +120 +3%
DS
1199
DRW Securities
Illinois
$305K -$624K -7,402 -66%
LAS
1200
LWM Advisory Services
Florida
$305K +$69.1K +820 +27%
46 47
48
49 50