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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
1251
Exencial Wealth Advisors
Oklahoma
$426K -$11.4K -113 -3%
GCM
1252
Goldstream Capital Management
Hong Kong
$426K +$412K +4,087 New
PNC
1253
Park National Corp
Ohio
$425K – – –
SFP
1254
Shepherd Financial Partners
Massachusetts
$425K +$302 +3 +0.1%
XSC
1255
X-Square Capital
Puerto Rico
$424K +$101 +1 +0%
RP
1256
Riverwater Partners
Wisconsin
$423K -$6.34K -63 -2%
AIM
1257
Allen Investment Management
New York
$421K – – –
CH
1258
Cromwell Holdings
Wyoming
$421K – – –
DWM
1259
Destination Wealth Management
California
$420K +$6.55K +65 +2%
PCP
1260
Proficio Capital Partners
Massachusetts
$419K -$440K -4,365 -52%
TIA
1261
Tiemann Investment Advisors
California
$419K -$33.2K -330 -8%
MA
1262
MCF Advisors
Kentucky
$416K +$11.3K +112 +3%
BCA
1263
Bay Colony Advisors
Massachusetts
$412K +$15.2K +151 +4%
OWA
1264
One Wealth Advisors
California
$410K +$806 +8 +0.2%
LFG
1265
Larson Financial Group
Missouri
$408K -$94.6K -939 -19%
MSFS
1266
Main Street Financial Solutions
Pennsylvania
$408K -$158K -1,566 -29%
SAI
1267
Savvy Advisors Inc
New York
$407K +$156K +1,552 +66%
AF
1268
Advisornet Financial
Minnesota
$407K +$3.12K +31 +0.8%
SL
1269
Sentinus LLC
Illinois
$405K +$24.3K +241 +7%
JCIA
1270
Jackson Creek Investment Advisors
Colorado
$405K -$6.85K -68 -2%
SCM
1271
SOL Capital Management
Maryland
$404K -$14.6K -145 -4%
AWA
1272
Amplius Wealth Advisors
Pennsylvania
$402K +$4.63K +46 +1%
WA
1273
Waverly Advisors
Alabama
$401K -$17.8K -177 -4%
RC
1274
Roundview Capital
New Jersey
$400K +$11.8K +117 +3%
FFG
1275
Frisch Financial Group
New York
$399K +$23.5K +233 +6%
49 50
51
52 53