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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1501
SFMG Wealth Advisors
Texas
$480K +$446K +3,021 New
PWM
1502
Partners Wealth Management
California
$480K +$1.77K +12 +0.4%
CWM
1503
Castle Wealth Management
Florida
$479K -$738 -5 -0.2%
RPGK
1504
Retirement Planning Group (Kansas)
Kansas
$479K +$445K +3,013 New
OWA
1505
One Wealth Advisors
California
$479K -$14.5K -98 -3%
CWM
1506
Circle Wealth Management
New Jersey
$477K – – –
SOAMC
1507
Spirit of America Management Corp
New York
$477K – – –
SWM
1508
Steinberganna Wealth Management
New York
$477K +$443K +3,000 New
SI
1509
Severin Investments
Missouri
$475K -$7.24K -49 -2%
PCA
1510
Pallas Capital Advisors
Massachusetts
$475K -$35.4K -240 -7%
SWG
1511
Summit Wealth Group
Vermont
$475K – – –
LSL
1512
Legacy Solutions LLC
Pennsylvania
$475K -$13.3K -90 -3%
EFG
1513
Ethos Financial Group
Pennsylvania
$475K +$203K +1,378 +86%
TA
1514
Tactive Advisors
Florida
$474K -$4.72K -32 -1%
PWP
1515
Perfromance Wealth Partners
Illinois
$473K -$31.6K -214 -7%
BFC
1516
Blue Fin Capital
Rhode Island
$471K – – –
FFA
1517
Founders Financial Alliance
North Carolina
$469K +$591 +4 +0.1%
HI
1518
Humankind Investments
New York
$468K -$19.5K -132 -4%
OAM
1519
Ostrum Asset Management
France
$467K -$13.4K -91 -3%
GSWM
1520
Golden State Wealth Management
California
$467K +$2.95K +20 +0.7%
ORC
1521
O'Rourke & Company
Massachusetts
$467K -$6.94K -47 -2%
FOA
1522
Five Oceans Advisors
California
$466K -$19.9K -135 -4%
ASBI
1523
American State Bank (Iowa)
Iowa
$464K +$2.07K +14 +0.5%
EA
1524
Everpar Advisors
Oklahoma
$463K -$1.33K -9 -0.3%
CIC
1525
Crawford Investment Counsel
Georgia
$461K -$4.43K -30 -1%
59 60
61
62 63