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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1451
Proathlete Wealth Management
Florida
$461K +$1.72K +14 +0.4%
CPC
1452
Congress Park Capital
New York
$458K +$9.21K +75 +2%
KWM
1453
Kingsman Wealth Management
Florida
$457K +$14K +114 +4%
EI
1454
Ellevest Inc
New York
$457K -$164K -1,335 -29%
V
1455
ViaWealth
Kansas
$457K +$398K +3,241 New
ANBT
1456
American National Bank & Trust
Texas
$456K – – –
GPA
1457
Guerra Pan Advisors
New Jersey
$456K – – –
PFWA
1458
Paces Ferry Wealth Advisors
Georgia
$456K -$10.1K -82 -2%
OL
1459
OneFund LLC
Florida
$455K -$4.54K -37 -1%
MA
1460
MJP Associates
Connecticut
$455K +$121K +984 +44%
PCA
1461
Pallas Capital Advisors
Massachusetts
$455K -$8.6K -70 -2%
BIG
1462
Brookwood Investment Group
Arizona
$454K +$396K +3,221 New
JFGIW
1463
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$453K +$177K +1,440 +81%
AL
1464
Aspiriant LLC
California
$452K -$19K -155 -5%
ESB
1465
Essex Savings Bank
Connecticut
$452K -$10.3K -84 -3%
MAC
1466
Mason & Associates (California)
California
$451K – – –
CPBTD
1467
Central Pacific Bank - Trust Division
Hawaii
$451K -$8.84K -72 -2%
NGA
1468
Naples Global Advisors
Florida
$450K +$129K +1,050 +49%
PWP
1469
Perfromance Wealth Partners
Illinois
$449K -$1.6K -13 -0.4%
EIP
1470
Easterly Investment Partners
Massachusetts
$444K – – –
EFM
1471
E Fund Management
China
$443K -$10.7K -87 -3%
HI
1472
Harbour Investments
Wisconsin
$443K +$12.9K +105 +3%
MPWS
1473
McCarter Private Wealth Services
Massachusetts
$442K -$614 -5 -0.2%
FMTC
1474
Farmers & Merchants Trust Company
California
$440K +$52.4K +427 +16%
APP
1475
Avantax Planning Partners
Iowa
$439K -$7.37K -60 -2%
57 58
59
60 61