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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1301
Baron Wealth Management
Michigan
$941K -$25.8K -149 -3%
BWP
1302
Barlow Wealth Partners
Kentucky
$937K – – –
SWP
1303
Strategic Wealth Partners
Ohio
$936K +$78.9K +456 +9%
NWAG
1304
Net Worth Advisory Group
Utah
$936K -$82.2K -475 -8%
CFMC
1305
Curbstone Financial Management Corp
New Hampshire
$934K -$17.3K -100 -2%
FPL
1306
Fortress Private Ledger
North Carolina
$934K +$136K +785 +16%
RL
1307
Rogco LP
Oklahoma
$933K -$1.73K -10 -0.2%
WF
1308
Welch & Forbes
Massachusetts
$931K -$17.1K -99 -2%
CWM
1309
Cornerstone Wealth Management
Missouri
$926K +$74.3K +429 +8%
GM
1310
GeoWealth Management
Illinois
$925K +$166K +958 +21%
RSS
1311
Rosenblum Silverman Sutton
California
$924K -$6.92K -40 -0.7%
CWWM
1312
Clear Wave Wealth Management
New Jersey
$921K +$969K +5,597 New
SCA
1313
Sippican Capital Advisors
Massachusetts
$920K – – –
CG
1314
Clifford Group
Massachusetts
$920K +$51.9K +300 +6%
KC
1315
Kepler Cheuvreux
$919K -$7.1K -41 -0.7%
ACM
1316
Aljian Capital Management
Nevada
$919K +$4.33K +25 +0.4%
SWA
1317
Sax Wealth Advisors
New Jersey
$914K -$50.6K -292 -5%
PWM
1318
Palacios Wealth Management
Florida
$914K -$50.4K -291 -6%
OP
1319
Oslo Pensjonsforsikring
$910K +$958K +5,531 New
CMTU
1320
Capital Markets Trading (UK)
United Kingdom
$909K +$956K +5,524 New
ATC
1321
Adirondack Trust Company
New York
$908K -$56.4K -326 -6%
FMWA
1322
Forvis Mazars Wealth Advisors
Missouri
$906K +$67.2K +388 +8%
BPCE
1323
Bank Pictet & Cie (Europe)
Germany
$905K -$216K -1,248 -19%
HWA
1324
Heritage Wealth Advisors
Virginia
$902K +$7.1K +41 +0.8%
NFA
1325
Northern Financial Advisors
Michigan
$900K +$530K +3,062 +127%
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