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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BP
1551
Broadleaf Partners
Ohio
$383K – – –
NWMG
1552
National Wealth Management Group
Ohio
$382K +$333K +2,712 New
AWS
1553
Aspen Wealth Strategies
Colorado
$380K +$11.8K +96 +4%
LSA
1554
Lion Street Advisors
Texas
$380K -$1.6K -13 -0.5%
BOPW
1555
Brandywine Oak Private Wealth
Pennsylvania
$379K -$1.72K -14 -0.5%
OC
1556
Oakworth Capital
Alabama
$378K -$17.1K -139 -5%
AFC
1557
AFT Forsyth & Company
Florida
$378K – – –
EFSCE
1558
Enterprise Financial Services Corp (EFSC)
Missouri
$378K +$24.2K +197 +8%
CA
1559
CoreCap Advisors
Michigan
$378K -$22.5K -183 -6%
RA
1560
Rockingstone Advisors
Massachusetts
$378K +$42.4K +345 +15%
CNB
1561
Camden National Bank
Maine
$376K -$7.62K -62 -2%
ACM
1562
Ashford Capital Management
Delaware
$376K -$189K -1,540 -37%
VFG
1563
Victory Financial Group
Texas
$376K +$25.9K +211 +9%
NAG
1564
Northstar Advisory Group
New Jersey
$376K -$139K -1,133 -30%
TWM
1565
Tanager Wealth Management
United Kingdom
$375K -$2.83K -23 -0.9%
S
1566
Sunpointe
Missouri
$374K +$10.7K +87 +3%
WC
1567
Waterloo Capital
Texas
$373K +$325K +2,646 New
KFS
1568
Kaizen Financial Strategies
California
$372K +$2.58K +21 +0.8%
SIC
1569
Samalin Investment Counsel
New York
$371K -$1.72K -14 -0.5%
RFP
1570
Root Financial Partners
California
$371K +$323K +2,632 New
AC
1571
Allstate Corporation
Illinois
$369K -$3.58M -29,178 -92%
PVI
1572
Pine Valley Investments
New Jersey
$369K +$23K +187 +8%
EW
1573
Elyxium Wealth
California
$368K +$52.3K +426 +19%
MCCA
1574
Mill Creek Capital Advisors
Pennsylvania
$368K -$145K -1,178 -31%
SFC
1575
Strategic Financial Concepts
Texas
$367K -$62.1K -506 -16%
61 62
63
64 65