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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LS
1301
Leelyn Smith
Illinois
$1.22M +$990 +5 +0.1%
YP
1302
YANKCOM Partnership
South Dakota
$1.22M -$990 -5 -0.1%
APW
1303
Alliance Private Wealth
Massachusetts
$1.22M -$77.2K -390 -6%
MW
1304
MBL Wealth
North Carolina
$1.22M +$90.5K +457 +9%
LDB
1305
Lee, Danner & Bass
Tennessee
$1.22M +$1.19K +6 +0.1%
BWM
1306
Baron Wealth Management
Michigan
$1.22M +$20.2K +102 +2%
FMWA
1307
Forvis Mazars Wealth Advisors
Missouri
$1.21M +$60.4K +305 +6%
SVWAG
1308
Sound View Wealth Advisors Group
Georgia
$1.2M -$7.33K -37 -0.6%
EFA
1309
Evernest Financial Advisors
Indiana
$1.19M +$990 +5 +0.1%
PDL
1310
Portfolio Design Labs
California
$1.19M -$49.7K -251 -4%
RC
1311
Roundview Capital
New Jersey
$1.19M +$196K +988 +21%
RL
1312
Rogco LP
Oklahoma
$1.18M – – –
LEA
1313
Legacy Edge Advisors
New York
$1.18M +$515K +2,600 +85%
TFA
1314
Transamerica Financial Advisors
Florida
$1.18M -$41K -207 -4%
CWWM
1315
Clear Wave Wealth Management
New Jersey
$1.18M +$9.9K +50 +0.9%
QWP
1316
Quotient Wealth Partners
Texas
$1.18M +$55.4K +280 +5%
OCM
1317
One Capital Management
California
$1.17M – – –
WWM
1318
Whalen Wealth Management
Nevada
$1.17M -$182K -917 -14%
ACM
1319
Aljian Capital Management
Nevada
$1.17M +$4.36K +22 +0.4%
RSS
1320
Rosenblum Silverman Sutton
California
$1.17M -$3.76K -19 -0.3%
SCA
1321
Sippican Capital Advisors
Massachusetts
$1.17M – – –
BB
1322
Berkshire Bank
Massachusetts
$1.17M -$85.2K -430 -7%
CFMC
1323
Curbstone Financial Management Corp
New Hampshire
$1.17M -$19.8K -100 -2%
WSA
1324
Wealth Science Advisors
Georgia
$1.16M +$202K +1,018 +22%
NWAG
1325
Net Worth Advisory Group
Utah
$1.16M -$29.1K -147 -3%
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