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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1601
Castleview Partners
Texas
$288K -$13.5K -105 -4%
VFG
1602
Victory Financial Group
Texas
$286K +$317K +2,458 New
ONST
1603
Old North State Trust
North Carolina
$286K – – –
AMBIA
1604
Allen Mooney & Barnes Investment Advisors
Georgia
$286K -$13.8K -107 -4%
RWA
1605
River Wealth Advisors
Pennsylvania
$285K -$5.03K -39 -2%
PRI
1606
Prepared Retirement Institute
Pennsylvania
$285K +$387 +3 +0.1%
S
1607
Sachetta
Massachusetts
$284K -$3.61K -28 -1%
PVI
1608
Pine Valley Investments
New Jersey
$283K -$14.3K -111 -4%
BTW
1609
Boston Trust Walden
Massachusetts
$283K – – –
BWP
1610
BlueStem Wealth Partners
Minnesota
$282K +$8.63K +67 +3%
TA
1611
TFB Advisors
Kansas
$281K -$12K -93 -4%
EA
1612
Ellsworth Advisors
Ohio
$281K -$5.03K -39 -2%
FCM
1613
Firestone Capital Management
Florida
$280K +$387 +3 +0.1%
CA
1614
Cornerstone Advisory
Maryland
$280K +$51K +396 +20%
DWG
1615
Darden Wealth Group
Michigan
$280K – – –
AI
1616
Accredited Investors
Minnesota
$279K +$2.45K +19 +0.8%
WCWM
1617
Willow Creek Wealth Management
California
$278K -$29.6K -230 -9%
GCM
1618
Goldstream Capital Management
Hong Kong
$277K – – –
NHT
1619
New Hampshire Trust
New Hampshire
$276K +$22.4K +174 +8%
OWP
1620
Obermeyer Wealth Partners
Colorado
$276K +$32.6K +253 +12%
GSIS
1621
Global Strategic Investment Solutions
Arizona
$275K – – –
MWPCG
1622
Measured Wealth Private Client Group
New Hampshire
$275K -$236K -1,832 -44%
VST
1623
Van Strum & Towne
California
$273K +$302K +2,340 New
PWA
1624
Primoris Wealth Advisors
Florida
$272K +$3.87K +30 +1%
RA
1625
Rockingstone Advisors
Massachusetts
$272K +$79.9K +620 +36%
63 64
65
66 67