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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SMA
1501
Seven Mile Advisory
New Jersey
$423K +$6.75K +55 +2%
APW
1502
Austin Private Wealth
Texas
$422K +$44.2K +360 +14%
PPC
1503
Park Place Capital
Alabama
$422K +$3.19K +26 +0.9%
FAIM
1504
Financial Advocates Investment Management
Washington
$421K -$314K -2,555 -46%
SWG
1505
Summit Wealth Group
Vermont
$421K -$1.1K -9 -0.3%
ORC
1506
O'Rourke & Company
Massachusetts
$420K -$8.23K -67 -2%
CP
1507
Castleview Partners
Texas
$420K +$63.5K +517 +21%
CSB
1508
City State Bank
Iowa
$419K – – –
IGAM
1509
iA Global Asset Management
Quebec, Canada
$418K -$1.62M -13,201 -82%
BFC
1510
Blue Fin Capital
Rhode Island
$418K – – –
NCTC
1511
New Covenant Trust Company
Indiana
$417K -$6.51K -53 -2%
FIB
1512
First Interstate Bank
Montana
$416K – – –
FPL
1513
Fortress Private Ledger
North Carolina
$415K +$362K +2,945 New
FFA
1514
Founders Financial Alliance
North Carolina
$415K -$35.9K -292 -9%
NWA
1515
Navis Wealth Advisors
New York
$414K -$1.97K -16 -0.5%
KFI
1516
Key Financial Inc
Pennsylvania
$413K -$24.2K -197 -6%
CIC
1517
Crawford Investment Counsel
Georgia
$413K -$51.1K -416 -12%
EA
1518
Everpar Advisors
Oklahoma
$412K +$16.6K +135 +5%
MWPCG
1519
Measured Wealth Private Client Group
New Hampshire
$411K +$69.6K +567 +24%
GSWM
1520
Golden State Wealth Management
California
$411K +$15K +122 +4%
RWA
1521
River Wealth Advisors
Pennsylvania
$411K +$58K +472 +19%
ASBI
1522
American State Bank (Iowa)
Iowa
$410K – – –
BWG
1523
Berry Wealth Group
Texas
$409K +$33.3K +271 +10%
GC
1524
Grimes & Company
Massachusetts
$407K +$94.2K +767 +36%
VC
1525
Vicus Capital
Pennsylvania
$405K +$353K +2,875 New
59 60
61
62 63