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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
1526
Key Financial Inc
Pennsylvania
$460K +$295 +2 +0.1%
CSB
1527
City State Bank
Iowa
$457K -$14.8K -100 -3%
AA
1528
Auxano Advisors
Washington
$457K +$12K +81 +3%
ARMT
1529
Amica Retiree Medical Trust
Rhode Island
$457K -$69.3K -469 -14%
APW
1530
Austin Private Wealth
Texas
$456K -$19.5K -132 -4%
PL
1531
Plancorp LLC
Missouri
$454K +$8.27K +56 +2%
AI
1532
Accredited Investors
Minnesota
$453K +$66.9K +453 +19%
MW
1533
MBL Wealth
North Carolina
$453K +$172K +1,168 +70%
GLF
1534
Groupe la Francaise
France
$452K +$313K +2,121 +275%
PVI
1535
Pine Valley Investments
New Jersey
$452K +$33.7K +228 +9%
RWA
1536
River Wealth Advisors
Pennsylvania
$451K -$11.8K -80 -3%
TPA
1537
Trivium Point Advisory
Connecticut
$448K -$185K -1,256 -31%
AWS
1538
Aspen Wealth Strategies
Colorado
$448K +$17.6K +119 +4%
EW
1539
Elyxium Wealth
California
$447K +$29.7K +201 +8%
FFO
1540
Fiduciary Family Office
Florida
$447K -$126K -851 -23%
CM
1541
Cercano Management
Washington
$447K – – –
FC
1542
Fairscale Capital
New Hampshire
$446K – – –
GLLW
1543
Graves Light Lenhart Wealth
Virginia
$446K +$137K +930 +50%
FMTC
1544
Farmers & Merchants Trust Company
California
$446K -$47.1K -319 -10%
SWRP
1545
Summit Wealth & Retirement Planning
California
$445K – – –
MCWA
1546
Meadow Creek Wealth Advisors
Georgia
$442K -$5.46K -37 -1%
TWM
1547
Tanager Wealth Management
United Kingdom
$442K +$16.8K +114 +4%
SH
1548
SLT Holdings
Arizona
$441K +$66.4K +450 +19%
RFP
1549
Root Financial Partners
California
$441K +$21K +142 +5%
IIM
1550
Ipswich Investment Management
Massachusetts
$441K – – –
60 61
62
63 64