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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
JAG
1301
Journey Advisory Group
Kentucky
$273K – – –
FA
1302
Fiducient Advisors
Illinois
$272K +$290K +3,336 New
JSC
1303
Jackson Square Capital
California
$272K – – –
IWP
1304
Icon Wealth Partners
Texas
$272K -$296K -3,409 -51%
JCM
1305
Janney Capital Management
Pennsylvania
$271K – – –
OL
1306
Owen LaRue
Kentucky
$270K -$108K -1,246 -27%
MCM
1307
Marathon Capital Management
Maryland
$270K +$2.6K +30 +0.9%
VNA
1308
Valley National Advisers
Pennsylvania
$269K +$16.5K +190 +6%
RIA
1309
Richwood Investment Advisors
Ohio
$269K -$4.86K -56 -2%
BOH
1310
Bank of Hawaii
Hawaii
$269K -$266K -3,068 -48%
JWM
1311
JGP Wealth Management
Oregon
$267K -$5.47K -63 -2%
CIC
1312
Crawford Investment Counsel
Georgia
$267K – – –
ICA
1313
Infrastructure Capital Advisors
New York
$265K -$266K -3,062 -49%
GPA
1314
Guerra Pan Advisors
New Jersey
$265K – – –
AWM
1315
Aprio Wealth Management
Georgia
$263K +$347 +4 +0.1%
BA
1316
Bridgewater Associates
Connecticut
$262K +$278K +3,203 New
WA1
1317
Wimmer Associates 1
California
$260K – – –
CFA
1318
Capstone Financial Advisors
Illinois
$260K -$25.2K -290 -8%
MCM
1319
Manchester Capital Management
Vermont
$260K +$16.2K +187 +6%
AC
1320
Avestar Capital
New York
$260K +$45.3K +522 +20%
BOS
1321
Bank of Stockton
California
$259K +$313K +3,600 New
FMTC
1322
Farmers & Merchants Trust Company
California
$259K +$15.8K +182 +6%
SSWM
1323
Strait & Sound Wealth Management
California
$259K +$3.47K +40 +1%
SCM
1324
SOL Capital Management
Maryland
$255K +$10.4K +120 +4%
FFN
1325
Focus Financial Network
Minnesota
$255K – – –
51 52
53
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