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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1201
Avantax Planning Partners
Iowa
$345K -$50.2K -589 -13%
CBFP
1202
Cedar Brook Financial Partners
Ohio
$344K +$83.4K +979 +32%
FFG
1203
Fortem Financial Group
California
$344K +$4.26K +50 +1%
CIC
1204
Carnegie Investment Counsel
Ohio
$343K +$56.3K +661 +20%
BCG
1205
Breakwater Capital Group
New Jersey
$343K +$343K +4,030 New
IAA
1206
Independent Advisor Alliance
North Carolina
$341K +$139K +1,636 +4%
WCA
1207
Westover Capital Advisors
Delaware
$340K – – –
EFG
1208
Everhart Financial Group
Ohio
$340K +$7.33K +86 +2%
KFS
1209
Kaizen Financial Strategies
California
$339K -$24.2K -284 -7%
BBA
1210
BLB&B Advisors
Pennsylvania
$338K – – –
AIM
1211
Anchor Investment Management
South Carolina
$337K -$154K -1,808 -31%
BFEC
1212
Benjamin F. Edwards & Company
Missouri
$335K +$41.4K +486 +14%
PRWA
1213
Platte River Wealth Advisors
Colorado
$334K – – –
BCA
1214
Bay Colony Advisors
Massachusetts
$333K +$9.29K +109 +3%
RWPA
1215
Richard W. Paul & Associates
Michigan
$333K +$334K +3,914 New
SAS
1216
Stelac Advisory Services
New York
$333K -$23.5K -276 -7%
DIA
1217
Davidson Investment Advisors
Montana
$332K -$44.7K -524 -12%
AWG
1218
Altus Wealth Group
Colorado
$331K -$1.79K -21 -0.5%
QL
1219
Quarry LP
New York
$330K +$330K +3,876 New
FIM
1220
Freedom Investment Management
Connecticut
$329K -$53K -622 -14%
BS
1221
Boenning & Scattergood
Pennsylvania
$329K -$114K -1,339 -26%
AI
1222
AXS Investments
New York
$329K -$99.7K -1,170 -23%
PNC
1223
Park National Corp
Ohio
$329K +$5.63K +66 +2%
AWA
1224
Amplius Wealth Advisors
Pennsylvania
$329K +$1.28K +15 +0.4%
BP
1225
BBR Partners
New York
$328K +$4.94K +58 +2%
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