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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BBWA
1201
Bell & Brown Wealth Advisors
California
$363K -$45.1K -468 -10%
MSFS
1202
Main Street Financial Solutions
Pennsylvania
$361K -$29.2K -303 -7%
ACM
1203
Allred Capital Management
Texas
$358K -$2.6K -27 -0.7%
SMA
1204
Sage Mountain Advisors
Georgia
$357K -$143K -1,478 -27%
PWPS
1205
Pinnacle Wealth Planning Services
Ohio
$357K – – –
VCM
1206
Vivaldi Capital Management
Illinois
$356K – – –
AWA
1207
Amplius Wealth Advisors
Pennsylvania
$355K +$11.6K +120 +3%
FIBT
1208
First International Bank & Trust
North Dakota
$355K +$15.9K +165 +4%
ESCM
1209
Echo Street Capital Management
New York
$354K -$402K -4,168 -51%
DA
1210
DSC Advisors
Illinois
$354K +$391K +4,048 New
LC
1211
Lindbrook Capital
California
$353K -$22.4K -232 -5%
MFW
1212
Meristem Family Wealth
Minnesota
$352K -$182K -1,885 -32%
FFBTD
1213
First Financial Bank - Trust Division
Ohio
$352K -$96 -1 -0%
CWM
1214
Cornerstone Wealth Management
Missouri
$351K +$14.6K +151 +4%
FNB
1215
Farmers National Bank
Kentucky
$350K -$5.11K -53 -1%
FFG
1216
Frisch Financial Group
New York
$350K -$131K -1,358 -25%
WCA
1217
Westover Capital Advisors
Delaware
$350K – – –
RMDI
1218
R.M. Davis Inc
Maine
$347K – – –
BWM
1219
BerganKDV Wealth Management
Minnesota
$347K +$772K +8,002 +413%
AWG
1220
Altus Wealth Group
Colorado
$346K +$3.38K +35 +0.9%
GL
1221
Graypoint LLC
New York
$346K +$11.8K +122 +3%
KWMG
1222
King Wealth Management Group
Florida
$345K +$48.2K +500 +15%
TWM
1223
Tanager Wealth Management
United Kingdom
$345K +$101K +1,044 +36%
NCM
1224
Novare Capital Management
North Carolina
$345K +$381K +3,945 New
AW
1225
ACG Wealth
Georgia
$343K -$65.7K -681 -15%
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