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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
1401
Insight 2811 Inc
Illinois
$1.01M +$11.1K +56 +1%
RDWM
1402
Red Door Wealth Management
Tennessee
$1.01M +$121K +609 +14%
MAMU
1403
Myriad Asset Management US
Florida
$1.01M +$143K +722 +18%
GFPC
1404
Global Financial Private Client
Florida
$1M +$26.3K +133 +3%
RSWM
1405
Robertson Stephens Wealth Management
California
$1M -$3.56K -18 -0.4%
BWP
1406
BSW Wealth Partners
Colorado
$1M -$356K -1,796 -27%
SP
1407
SmartHarvest Portfolios
Washington
$1M +$191K +967 +25%
PFGIA
1408
Patriot Financial Group Insurance Agency
Massachusetts
$1M -$1.03M -5,183 -52%
PWM
1409
Palacios Wealth Management
Florida
$1M -$1.78K -9 -0.2%
BSTWA
1410
Blake Schutter Theil Wealth Advisors
Ohio
$1,000K – – –
CA
1411
Continuum Advisory
Idaho
$999K +$54.7K +276 +6%
GFWA
1412
Grey Fox Wealth Advisors
Delaware
$998K +$946K +4,775 New
FHA
1413
Flagship Harbor Advisors
Massachusetts
$997K -$690K -3,485 -42%
CVM
1414
Cheviot Value Management
California
$993K +$39.6K +200 +4%
NSIM
1415
North Star Investment Management
Illinois
$992K -$198 -1 -0%
DE
1416
Diversified Enterprises
Delaware
$989K +$23.4K +118 +3%
GIM
1417
Goelzer Investment Management
Indiana
$989K -$36.8K -186 -4%
OIM
1418
Orca Investment Management
Oregon
$987K +$396 +2 +0%
WFI
1419
West Family Investments
California
$983K +$360K +1,816 +63%
PCM
1420
Pinnbrook Capital Management
New York
$982K +$931K +4,700 New
DIP
1421
DT Investment Partners
Pennsylvania
$977K – – –
GLA
1422
Great Lakes Advisors
Illinois
$976K +$198K +998 +27%
ST
1423
Smithfield Trust
Pennsylvania
$976K – – –
AWA
1424
Alta Wealth Advisors
Massachusetts
$972K -$25.3K -128 -3%
TBT
1425
Texas Bank & Trust
Texas
$972K -$8.91K -45 -1%
55 56
57
58 59