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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
1426
Perfromance Wealth Partners
Illinois
$268K – – –
FCA
1427
FinTrust Capital Advisors
South Carolina
$267K -$2.29K -24 -0.9%
HI
1428
Harbour Investments
Wisconsin
$267K +$4.28K +45 +2%
CHAM
1429
Clear Harbor Asset Management
Connecticut
$267K – – –
FGA
1430
Fortis Group Advisors
New Jersey
$267K -$3.33K -35 -1%
JSC
1431
Jackson Square Capital
California
$266K – – –
PFA
1432
Pathway Financial Advisors
Vermont
$266K – – –
EC
1433
EntryPoint Capital
New York
$266K +$137K +1,439 +111%
PWM
1434
Paulson Wealth Management
Illinois
$265K – – –
AA
1435
Auxano Advisors
Washington
$265K -$6K -63 -2%
BP
1436
Broadleaf Partners
Ohio
$264K – – –
D
1437
Diversified
Delaware
$264K +$259K +2,718 New
PF
1438
Phoenix Financial
Israel
$264K -$9.33K -98 -3%
PWP
1439
Phillips Wealth Planners
Mississippi
$262K -$3.24K -34 -1%
CA
1440
Crewe Advisors
Utah
$261K -$3.43K -36 -1%
FSA
1441
Fort Sheridan Advisors
Illinois
$261K +$4K +42 +2%
IWP
1442
Invenio Wealth Partners
Florida
$261K +$5.81K +61 +2%
LMKC
1443
L.M. Kohn & Company
Ohio
$260K -$13.5K -142 -5%
GP
1444
Girard Partners
Pennsylvania
$260K +$22.1K +232 +9%
SSB
1445
Sandy Spring Bank
Maryland
$260K +$5.33K +56 +2%
CFO
1446
CVA Family Office
Colorado
$259K +$5.14K +54 +2%
S
1447
Sachetta
Massachusetts
$258K -$1.81K -19 -0.8%
GFA
1448
Gallagher Fiduciary Advisors
Illinois
$257K +$252K +2,644 New
CA
1449
Cornerstone Advisory
Maryland
$257K -$94.1K -989 -27%
KFS
1450
Kaizen Financial Strategies
California
$257K +$1.71K +18 +0.7%
56 57
58
59 60