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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1251
Ameritas Advisory Services
Nebraska
$366K +$371K +3,726 New
DWM
1252
Drive Wealth Management
Utah
$366K +$371K +3,726 New
OFS
1253
OneAscent Financial Services
Alabama
$366K +$372K +3,732 New
BFEC
1254
Benjamin F. Edwards & Company
Missouri
$365K +$1.99K +20 +0.5%
KFS
1255
Kaizen Financial Strategies
California
$364K +$2.49K +25 +0.7%
WGAM
1256
Wilkinson Global Asset Management
New York
$363K -$6.97K -70 -2%
EWA
1257
EverSource Wealth Advisors
Alabama
$363K +$369K +3,706 New
AC
1258
ASB Consultores
Florida
$360K +$365K +3,664 New
QCM
1259
Quantinno Capital Management
New York
$359K +$364K +3,656 New
EFA
1260
Evernest Financial Advisors
Indiana
$359K +$416K +4,177 New
RWA
1261
Ropes Wealth Advisors
Massachusetts
$357K -$25.7K -258 -7%
CCP
1262
Carmel Capital Partners
California
$357K +$362K +3,635 New
PFWA
1263
Paces Ferry Wealth Advisors
Georgia
$356K -$36.9K -370 -9%
AG
1264
Ascent Group
Virginia
$352K +$355K +3,565 New
BC
1265
Bridgefront Capital
Texas
$351K -$286K -2,875 -45%
RIA
1266
Realta Investment Advisors
Delaware
$351K -$1.89K -19 -0.5%
MCM
1267
Marathon Capital Management
Maryland
$349K -$2.69K -27 -0.8%
FIA
1268
Foundations Investment Advisors
Arizona
$349K – – –
PK
1269
Pflug Koory
Nebraska
$349K – – –
SCM
1270
SOL Capital Management
Maryland
$346K – – –
RCC
1271
Red Cedar Capital
Nebraska
$344K – – –
HWA
1272
Heritage Wealth Advisors
Virginia
$344K +$498 +5 +0.1%
HWM
1273
Horizon Wealth Management
Illinois
$344K +$349K +3,504 New
DIP
1274
DT Investment Partners
Pennsylvania
$343K -$217K -2,176 -38%
FAIM
1275
Financial Advocates Investment Management
Washington
$343K -$12.5K -125 -3%
49 50
51
52 53