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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1351
Leisure Capital Management
California
$282K – – –
LW
1352
Linscomb Wealth
Texas
$282K +$286K +2,876 New
SAM
1353
Sompo Asset Management
Japan
$281K +$26.9K +270 +10%
WP
1354
WealthSource Partners
California
$281K +$38.5K +386 +16%
VWM
1355
Vigilare Wealth Management
Arizona
$281K +$285K +2,860 New
NSB
1356
Norway Savings Bank
Maine
$280K – – –
RDWM
1357
Red Door Wealth Management
Tennessee
$280K +$4.08K +41 +1%
WWMSC
1358
Wagner Wealth Management (South Carolina)
South Carolina
$279K +$15.9K +160 +6%
PFA
1359
Pathway Financial Advisors
Vermont
$279K +$271K +2,717 New
NFSG
1360
Newbridge Financial Services Group
Florida
$279K +$282K +2,827 +23,558%
MCM
1361
Maryland Capital Management
Maryland
$278K +$282K +2,832 New
VCG
1362
Vantage Consulting Group
Virginia
$276K +$32.7K +328 +13%
FSA
1363
Fort Sheridan Advisors
Illinois
$276K +$73.7K +740 +36%
PS
1364
Planned Solutions
California
$276K +$280K +2,807 New
SA
1365
Syntax Advisors
New York
$276K +$280K +2,808 New
GA
1366
Greenspring Advisors
Maryland
$276K +$280K +2,810 New
ASBI
1367
American State Bank (Iowa)
Iowa
$276K – – –
CFO
1368
CVA Family Office
Colorado
$275K +$157K +1,576 +129%
HI
1369
Humankind Investments
New York
$274K +$38.1K +382 +16%
NCA
1370
New Century Advisors
Maryland
$274K +$278K +2,790 New
RT
1371
Rockland Trust
Massachusetts
$271K – – –
TC
1372
Tatro Capital
Kentucky
$271K +$21.4K +215 +8%
FAM
1373
Formidable Asset Management
Ohio
$270K -$11.1K -111 -4%
FPS
1374
Fieldpoint Private Securities
Connecticut
$270K +$63.3K +635 +30%
WAOI
1375
Wealth Advisors of Iowa
Iowa
$270K +$274K +2,750 New
53 54
55
56 57