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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1401
Fiducient Advisors
Illinois
$295K -$32.3K -321 -10%
KSB
1402
Kennebec Savings Bank
Maine
$295K +$285K +2,827 New
KC
1403
Kingfisher Capital
North Carolina
$295K – – –
LTI
1404
Laffer Tengler Investments
Tennessee
$295K – – –
KFI
1405
Key Financial Inc
Pennsylvania
$294K +$2.22K +22 +0.8%
CM
1406
Cercano Management
Washington
$293K +$283K +2,812 New
FMTC
1407
Farmers & Merchants Trust Company
California
$293K -$1.21K -12 -0.4%
TCWA
1408
Turtle Creek Wealth Advisors
Texas
$292K +$21.4K +212 +8%
TWM
1409
Thrive Wealth Management
Pennsylvania
$291K -$6.34K -63 -2%
AL
1410
Aspiriant LLC
California
$291K -$24.8K -246 -8%
EA
1411
Everpar Advisors
Oklahoma
$290K -$200K -1,986 -42%
AFG
1412
Allegheny Financial Group
Pennsylvania
$290K +$38.2K +379 +16%
ECU
1413
Eisler Capital (US)
New York
$290K -$1.61M -15,985 -85%
IWP
1414
Invenio Wealth Partners
Florida
$290K +$9.06K +90 +3%
MPWS
1415
McCarter Private Wealth Services
Massachusetts
$289K +$279K +2,775 New
WGAM
1416
Wilkinson Global Asset Management
New York
$289K – – –
S
1417
Sunpointe
Missouri
$288K +$278K +2,759 New
VA
1418
Valmark Advisers
Ohio
$287K -$6.85K -68 -2%
CHAM
1419
Clear Harbor Asset Management
Connecticut
$286K – – –
FGA
1420
Fortis Group Advisors
New Jersey
$286K – – –
JSC
1421
Jackson Square Capital
California
$286K – – –
D
1422
Diversified
Delaware
$286K +$2.22K +22 +0.8%
DE
1423
Diversified Enterprises
Delaware
$286K +$276K +2,740 New
GFA
1424
Gallagher Fiduciary Advisors
Illinois
$285K +$8.76K +87 +3%
PWM
1425
Paulson Wealth Management
Illinois
$284K – – –
55 56
57
58 59