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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1526
Howard Financial Services
Texas
$402K -$33.4K -272 -9%
WA1
1527
Wimmer Associates 1
California
$400K – – –
FA
1528
Fiducient Advisors
Illinois
$400K +$1.35K +11 +0.4%
FC
1529
Fairscale Capital
New Hampshire
$399K +$80.9K +659 +31%
BCA
1530
Bay Colony Advisors
Massachusetts
$399K -$137K -1,112 -28%
NW
1531
Naviter Wealth
Arkansas
$398K +$17.9K +146 +5%
TWM
1532
Tradition Wealth Management
Minnesota
$397K +$77.9K +634 +29%
TSMHT
1533
Thurston Springer Miller Herd & Titak
Indiana
$396K -$76.4K -622 -18%
BWP
1534
Balboa Wealth Partners
Arizona
$396K -$15.2K -124 -4%
CM
1535
Cercano Management
Washington
$396K – – –
WAG
1536
Wallace Advisory Group
California
$396K +$4.91K +40 +1%
LTI
1537
Laffer Tengler Investments
Tennessee
$395K +$345K +2,807 New
PL
1538
Plancorp LLC
Missouri
$395K +$4.91K +40 +1%
SWRP
1539
Summit Wealth & Retirement Planning
California
$394K +$344K +2,800 New
MCWA
1540
Meadow Creek Wealth Advisors
Georgia
$394K +$8.47K +69 +3%
AA
1541
Auxano Advisors
Washington
$394K -$5.28K -43 -2%
AWM
1542
Ariadne Wealth Management
California
$394K +$53.8K +438 +20%
WA
1543
Waddell & Associates
Tennessee
$392K -$41.3K -336 -11%
SPWM
1544
Spartan Planning & Wealth Management
North Carolina
$391K +$341K +2,779 New
IIM
1545
Ipswich Investment Management
Massachusetts
$391K -$9.7K -79 -3%
RFM
1546
Royal Fund Management
Florida
$390K +$192K +1,561 +129%
RYIA
1547
Roehl & Yi Investment Advisors
Oregon
$390K -$88.3K -719 -21%
ABC
1548
Associated Banc-Corp
Wisconsin
$388K -$41.8K -340 -11%
JSC
1549
Jackson Square Capital
California
$386K – – –
CCM
1550
Charter Capital Management
Wisconsin
$385K +$336K +2,735 New
60 61
62
63 64