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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1401
Marathon Capital Management
Maryland
$244K -$54.9K -686 -21%
KIG
1402
Kennedy Investment Group
New Jersey
$244K +$880 +11 +0.4%
WCWM
1403
Willow Creek Wealth Management
California
$243K -$12.2K -153 -6%
LEA
1404
Legacy Edge Advisors
New York
$243K +$209K +2,607 New
HCM
1405
Highlander Capital Management
New Jersey
$242K – – –
WB
1406
Webster Bank
Connecticut
$242K +$195K +2,433 +1,466%
KFI
1407
Key Financial Inc
Pennsylvania
$241K -$13.3K -166 -6%
CFO
1408
CVA Family Office
Colorado
$240K -$196K -2,452 -49%
WAG
1409
Wallace Advisory Group
California
$240K -$30.6K -383 -12%
GM
1410
GeoWealth Management
Illinois
$240K +$121K +1,518 +143%
IIC
1411
Integrated Investment Consultants
Michigan
$239K -$38.3K -479 -16%
NC
1412
NBW Capital
Massachusetts
$239K -$30.6K -382 -13%
RCA
1413
Resonant Capital Advisors
Wisconsin
$238K -$19.4K -242 -9%
IWP
1414
Invenio Wealth Partners
Florida
$237K +$203K +2,543 New
PS
1415
Planned Solutions
California
$236K – – –
AA
1416
Advisory Alpha
Michigan
$236K +$202K +2,527 New
BFA
1417
Beaumont Financial Advisors
Massachusetts
$235K +$202K +2,524 New
JCM
1418
Jacobi Capital Management
Pennsylvania
$235K +$202K +2,523 New
FZCM
1419
Flynn Zito Capital Management
New York
$235K +$80 +1 +0%
BFA
1420
Bragg Financial Advisors
North Carolina
$235K -$24K -300 -11%
DAM
1421
Doheny Asset Management
California
$235K – – –
WG
1422
Welch Group
Alabama
$235K – – –
PA
1423
PSI Advisors
Florida
$235K +$22.4K +280 +13%
PVH
1424
Psagot Value Holdings
Israel
$234K – – –
S
1425
Sachetta
Massachusetts
$234K +$200K +2,505 New
55 56
57
58 59