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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSB
1276
City State Bank
Iowa
$299K -$6.41K -75 -2%
MIM
1277
Morningstar Investment Management
Illinois
$299K – – –
BFC
1278
Bedel Financial Consulting
Indiana
$299K +$61.7K +722 +26%
CFA
1279
Capstone Financial Advisors
Illinois
$297K +$8.64K +101 +3%
LC
1280
Lavaca Capital
Texas
$296K -$220K -2,573 -43%
H
1281
HoyleCohen
California
$296K -$56.9K -665 -16%
AWA
1282
Arkadios Wealth Advisors
Georgia
$292K +$5.9K +69 +2%
IFG
1283
Independent Financial Group
California
$292K +$6.76K +79 +2%
WAG
1284
Wallace Advisory Group
California
$288K – – –
LAM
1285
L2 Asset Management
Massachusetts
$287K -$3.08M -36,036 -91%
DU
1286
Delphia (USA)
Ontario, Canada
$287K +$287K +3,360 New
TC
1287
Trilogy Capital
California
$287K -$144K -1,680 -36%
PFPT
1288
Pinnacle Financial Partners (Tennessee)
Tennessee
$286K +$60.2K +704 +27%
RIA
1289
Richwood Investment Advisors
Ohio
$286K -$15.1K -176 -5%
JAG
1290
Journey Advisory Group
Kentucky
$285K +$12.8K +150 +5%
JWM
1291
JGP Wealth Management
Oregon
$285K – – –
JSC
1292
Jackson Square Capital
California
$285K – – –
JCM
1293
Janney Capital Management
Pennsylvania
$284K -$599 -7 -0.2%
GFG
1294
Goldstone Financial Group
Illinois
$282K +$27.8K +325 +11%
CG
1295
Cutler Group
California
$282K +$283K +3,305 New
QPWM
1296
Quadrant Private Wealth Management
Pennsylvania
$280K +$6.5K +76 +2%
MCM
1297
Marathon Capital Management
Maryland
$280K – – –
CIC
1298
Crawford Investment Counsel
Georgia
$279K -$7.1K -83 -2%
DCM
1299
DGS Capital Management
New Jersey
$278K +$171 +2 +0.1%
ISWM
1300
Independent Solutions Wealth Management
New York
$278K – – –
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