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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
1451
Integrity Advisory Solutions
Texas
$928K +$144K +729 +20%
GWM
1452
Goldenstone Wealth Management
California
$925K -$21.2K -107 -2%
RIA
1453
Richwood Investment Advisors
Ohio
$920K +$58.6K +296 +7%
QIM
1454
Quantitative Investment Management
Virginia
$920K -$620K -3,132 -42%
FAT
1455
First American Trust
California
$920K +$9.11K +46 +1%
KWM
1456
Keebeck Wealth Management
Illinois
$917K +$389K +1,962 +81%
IGGA
1457
Iron Gate Global Advisors
Utah
$917K – – –
NP
1458
Ninepoint Partners
Ontario, Canada
$915K – – –
LCGC
1459
Legacy Capital Group California
California
$913K -$22.8K -115 -3%
SHFG
1460
S Harris Financial Group
Texas
$911K +$6.93K +35 +0.8%
EW
1461
Evexia Wealth
Wisconsin
$910K -$16.8K -85 -2%
FFBTD
1462
First Financial Bank - Trust Division
Ohio
$909K +$18.8K +95 +2%
SWA
1463
Sax Wealth Advisors
New Jersey
$909K +$74.1K +374 +7%
JWS
1464
Juncture Wealth Strategies
Arizona
$904K +$857K +4,326 New
TCM
1465
Tuttle Capital Management
Connecticut
$902K – – –
AO
1466
Advisor OS
Illinois
$902K -$298K -1,506 -26%
LG
1467
Leuthold Group
Minnesota
$899K -$13.2M -66,701 -94%
TC
1468
TFR Capital
Texas
$899K +$11.1K +56 +1%
FFG
1469
Fortem Financial Group
California
$896K -$19.8K -100 -2%
FBT
1470
First Bank & Trust
South Dakota
$893K -$53.9K -272 -6%
FFG
1471
Frisch Financial Group
New York
$891K +$84.8K +428 +11%
BFG
1472
Beacon Financial Group
Texas
$888K -$192K -972 -19%
WTC
1473
WhitTier Trust Company
Nevada
$888K -$58.4K -295 -7%
FCG
1474
Fielder Capital Group
Tennessee
$888K +$3.37K +17 +0.4%
MCA
1475
Millennium Capital Advisors
Arkansas
$887K – – –
57 58
59
60 61