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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EL
1276
EMFO LLC
Florida
$389K +$95.2K +1,000 +33%
IBOK
1277
Independence Bank of Kentucky
Kentucky
$387K +$93.4K +981 +33%
DWM
1278
Destination Wealth Management
California
$386K +$95 +1 +0%
JCIA
1279
Jackson Creek Investment Advisors
Colorado
$384K -$17.6K -185 -4%
FFG
1280
Fortem Financial Group
California
$382K -$28.6K -300 -7%
FTIS
1281
First Trust Investment Solutions
Florida
$382K +$113K +1,188 +43%
TSS
1282
Two Sigma Securities
New York
$379K -$3.87M -40,621 -91%
RWA
1283
Redhawk Wealth Advisors
Minnesota
$378K -$174K -1,830 -32%
AC
1284
Allstate Corporation
Illinois
$377K – – –
MA
1285
MCF Advisors
Kentucky
$377K +$24.5K +257 +7%
MWPCG
1286
Measured Wealth Private Client Group
New Hampshire
$376K +$20.6K +216 +6%
AF
1287
Advisornet Financial
Minnesota
$376K +$7.14K +75 +2%
OWA
1288
One Wealth Advisors
California
$376K -$72.5K -762 -16%
LSPW
1289
Lake Street Private Wealth
Illinois
$375K -$180K -1,894 -33%
RVPG
1290
Relative Value Partners Group
$375K -$89.4K -939 -20%
TWM
1291
Tanager Wealth Management
United Kingdom
$374K +$5.33K +56 +1%
AWA
1292
Amplius Wealth Advisors
Pennsylvania
$370K +$8.66K +91 +2%
CTC
1293
Cetera Trust Company
Minnesota
$370K – – –
BCA
1294
Bay Colony Advisors
Massachusetts
$370K -$9.14K -96 -2%
MSA
1295
Marino Stram & Associates
Massachusetts
$370K -$171K -1,795 -32%
BPCA
1296
Bank Pictet & Cie (Asia)
Singapore
$369K – – –
PWPS
1297
Pinnacle Wealth Planning Services
Ohio
$366K -$6.19K -65 -2%
OMC
1298
Overbrook Management Corp
New York
$366K – – –
MTIC
1299
Missouri Trust & Investment Company
Missouri
$364K – – –
SF
1300
Symphony Financial
Texas
$364K +$353K +3,708 New
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