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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
1351
Beacon Financial Group
Texas
$859K -$32.7K -189 -3%
KFS
1352
Krane Financial Solutions
California
$854K +$899K +5,190 New
VCM
1353
Vivaldi Capital Management
Illinois
$850K +$6.75K +39 +0.8%
OIA
1354
Oakmont Investment Advisors
Pennsylvania
$847K -$17.3K -100 -2%
CIM
1355
Cambria Investment Management
California
$846K +$540K +3,121 +154%
APM
1356
a16z Perennial Management
California
$844K – – –
BONH
1357
Bank of New Hampshire
New Hampshire
$844K -$9.87K -57 -1%
SFS
1358
Strategic Financial Services
New York
$843K – – –
OFG
1359
Oxford Financial Group
Indiana
$841K +$521K +3,012 +144%
TSS
1360
Two Sigma Securities
New York
$839K +$883K +5,098 New
PB
1361
Pinnacle Bancorp
Nebraska
$838K +$17.3K +100 +2%
FWI
1362
Facet Wealth Inc
Maryland
$835K +$449K +2,592 +105%
FDS
1363
First Dallas Securities
Texas
$833K – – –
AA
1364
Addison Advisors
Vermont
$833K -$7.62K -44 -0.9%
MW
1365
Marble Wealth
Alabama
$832K -$351K -2,028 -29%
PCM
1366
Palisade Capital Management
New Jersey
$826K +$499K +2,880 +135%
PFA
1367
Pure Financial Advisors
California
$825K +$62.8K +363 +8%
BMO
1368
Beck Mack & Oliver
New York
$823K -$195K -1,125 -18%
WE
1369
Wealth Effects
Massachusetts
$823K -$13K -75 -1%
DLP
1370
De Lisle Partners
United Kingdom
$823K – – –
ISFAN
1371
Investor's Fiduciary Advisor Network
Washington
$819K +$12.1K +70 +1%
SWA
1372
SFMG Wealth Advisors
Texas
$818K +$39.3K +227 +5%
RFA
1373
Register Financial Advisors
Georgia
$812K -$7.44K -43 -0.9%
CD
1374
Chapin Davis
Maryland
$811K -$7.44K -43 -0.9%
GIM
1375
Goelzer Investment Management
Indiana
$809K -$1.39K -8 -0.2%
53 54
55
56 57