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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCWA
1451
Turtle Creek Wealth Advisors
Texas
$239K -$211K -2,395 -49%
NC
1452
NBW Capital
Massachusetts
$239K -$3.08K -35 -1%
PS
1453
Planned Solutions
California
$238K – – –
DAM
1454
Doheny Asset Management
California
$238K – – –
FZCM
1455
Flynn Zito Capital Management
New York
$238K – – –
BFA
1456
Bragg Financial Advisors
North Carolina
$237K – – –
MCM
1457
Marathon Capital Management
Maryland
$237K -$8.81K -100 -4%
LFG
1458
Larson Financial Group
Missouri
$236K +$84K +954 +62%
IIC
1459
Integrated Investment Consultants
Michigan
$235K -$5.99K -68 -3%
BMO
1460
Beck Mack & Oliver
New York
$235K – – –
CAM
1461
CenterStar Asset Management
Illinois
$235K +$220K +2,496 New
TWM
1462
Thrive Wealth Management
Pennsylvania
$235K +$6.52K +74 +3%
MAG
1463
Mayfair Advisory Group
Alabama
$235K +$5.55K +63 +3%
AFC
1464
AFT Forsyth & Company
Florida
$234K – – –
S
1465
Sachetta
Massachusetts
$234K – – –
PI
1466
PineBridge Investments
New York
$231K -$59.5K -676 -22%
KFS
1467
Kaizen Financial Strategies
California
$231K +$1.58K +18 +0.7%
FSA
1468
Financial Security Advisor
Virginia
$231K +$3.79K +43 +2%
GP
1469
Girard Partners
Pennsylvania
$230K -$21.4K -243 -9%
NEWAS
1470
N.E.W. Advisory Services
Wisconsin
$230K -$3.26K -37 -1%
PWP
1471
Phillips Wealth Planners
Mississippi
$229K +$2.47K +28 +1%
PCA
1472
Pallas Capital Advisors
Massachusetts
$228K +$214K +2,426 New
HCM
1473
Hall Capital Management
Rhode Island
$228K – – –
PK
1474
Pflug Koory
Nebraska
$228K – – –
BTW
1475
Boston Trust Walden
Massachusetts
$228K – – –
57 58
59
60 61