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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FAG
1276
Fortitude Advisory Group
Washington
$1.29M – – –
PE
1277
PCM Encore
Colorado
$1.29M -$18.8K -95 -2%
VWM
1278
Vigil Wealth Management
Florida
$1.29M – – –
EFG
1279
Everest Financial Group
Minnesota
$1.29M -$12.9K -65 -1%
VCM
1280
Versant Capital Management
Arizona
$1.29M -$105K -529 -8%
LA
1281
LM Advisors
California
$1.28M +$1.01M +5,113 +508%
SB
1282
Strategic Blueprint
Georgia
$1.27M +$68.7K +347 +6%
KA
1283
Klingman & Associates
New York
$1.27M -$140K -709 -10%
BHPW
1284
Beverly Hills Private Wealth
California
$1.27M -$123K -622 -9%
GP
1285
Guardian Partners
Canada
$1.27M -$29.7K -150 -2%
AUB
1286
Atlantic Union Bankshares
Virginia
$1.26M -$109K -551 -8%
SW
1287
SlateStone Wealth
Florida
$1.26M -$19.6K -99 -2%
CWG
1288
Cornerstone Wealth Group
North Carolina
$1.25M +$110K +558 +10%
GFG
1289
Goldstone Financial Group
Illinois
$1.25M -$82.4K -416 -6%
BFG
1290
Berger Financial Group
Minnesota
$1.25M -$2.18K -11 -0.2%
CIC
1291
Carnegie Investment Counsel
Ohio
$1.24M -$37.4K -189 -3%
EFS
1292
Essex Financial Services
Connecticut
$1.23M -$134K -677 -10%
LS
1293
Leelyn Smith
Illinois
$1.22M +$990 +5 +0.1%
YP
1294
YANKCOM Partnership
South Dakota
$1.22M -$990 -5 -0.1%
APW
1295
Alliance Private Wealth
Massachusetts
$1.22M -$77.2K -390 -6%
MW
1296
MBL Wealth
North Carolina
$1.22M +$90.5K +457 +9%
LDB
1297
Lee, Danner & Bass
Tennessee
$1.22M +$1.19K +6 +0.1%
BWM
1298
Baron Wealth Management
Michigan
$1.22M +$20.2K +102 +2%
FMWA
1299
Forvis Mazars Wealth Advisors
Missouri
$1.21M +$60.4K +305 +6%
SVWAG
1300
Sound View Wealth Advisors Group
Georgia
$1.2M -$7.33K -37 -0.6%
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