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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWB
1276
RMR Wealth Builders
New Jersey
$1.32M -$45.5K -230 -4%
SW
1277
Simplicity Wealth
New Jersey
$1.31M +$162K +817 +15%
CWM
1278
Chicago Wealth Management
Illinois
$1.31M – – –
MFC
1279
Mechanics Financial Corp
Ohio
$1.3M +$6.54K +33 +0.5%
CST
1280
Charles Schwab Trust
Nevada
$1.3M +$60.4K +305 +5%
CFA
1281
Churchill Financial Advisors
Kentucky
$1.3M -$99K -500 -7%
KFS
1282
Kurt F. Somerville
$1.3M – – –
SFA
1283
Souders Financial Advisors
Ohio
$1.3M +$91.9K +464 +8%
FAG
1284
Fortitude Advisory Group
Washington
$1.29M – – –
PE
1285
PCM Encore
Colorado
$1.29M -$18.8K -95 -2%
VWM
1286
Vigil Wealth Management
Florida
$1.29M – – –
EFG
1287
Everest Financial Group
Minnesota
$1.29M -$12.9K -65 -1%
VCM
1288
Versant Capital Management
Arizona
$1.29M -$105K -529 -8%
LA
1289
LM Advisors
California
$1.28M +$1.01M +5,113 +508%
SB
1290
Strategic Blueprint
Georgia
$1.27M +$68.7K +347 +6%
KA
1291
Klingman & Associates
New York
$1.27M -$140K -709 -10%
BHPW
1292
Beverly Hills Private Wealth
California
$1.27M -$123K -622 -9%
GP
1293
Guardian Partners
Canada
$1.27M -$29.7K -150 -2%
AUB
1294
Atlantic Union Bankshares
Virginia
$1.26M -$109K -551 -8%
SW
1295
SlateStone Wealth
Florida
$1.26M -$19.6K -99 -2%
CWG
1296
Cornerstone Wealth Group
North Carolina
$1.25M +$110K +558 +10%
GFG
1297
Goldstone Financial Group
Illinois
$1.25M -$82.4K -416 -6%
BFG
1298
Berger Financial Group
Minnesota
$1.25M -$2.18K -11 -0.2%
CIC
1299
Carnegie Investment Counsel
Ohio
$1.24M -$37.4K -189 -3%
EFS
1300
Essex Financial Services
Connecticut
$1.23M -$134K -677 -10%
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