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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
1626
Plancorp LLC
Missouri
$511K -$693 -4 -0.1%
TWM
1627
Tanager Wealth Management
United Kingdom
$511K +$35.1K +203 +7%
4WM
1628
49 Wealth Management
Texas
$508K +$226K +1,304 +73%
TCM
1629
Tributary Capital Management
Nebraska
$507K -$10.4K -60 -2%
LEA
1630
Legacy Edge Advisors
New York
$504K -$39.1K -226 -7%
MAM
1631
McLean Asset Management
Virginia
$504K +$693 +4 +0.1%
AI
1632
Accredited Investors
Minnesota
$503K -$41.9K -242 -7%
OWA
1633
One Wealth Advisors
California
$501K +$5.71K +33 +1%
FMC
1634
First Merchants Corp
Indiana
$500K -$627K -3,622 -54%
V
1635
ViaWealth
Kansas
$498K -$8.66K -50 -2%
JMA
1636
J.M. Arbour
Maine
$498K -$19.6K -113 -4%
FFA
1637
Founders Financial Alliance
North Carolina
$498K +$10.9K +63 +2%
SFG
1638
Southern Financial Group
Alabama
$497K -$4.85K -28 -0.9%
CW
1639
Code Waechter
Florida
$497K – – –
DMBA
1640
Deseret Mutual Benefit Administrators
Utah
$497K +$230K +1,328 +78%
AC
1641
Armistice Capital
New York
$497K +$522K +3,017 New
CCM
1642
CFO Capital Management
Connecticut
$494K – – –
SOAMC
1643
Spirit of America Management Corp
New York
$494K – – –
TAP
1644
TSG Advice Partners
Ohio
$493K +$47.3K +273 +10%
KCP
1645
Kera Capital Partners
California
$491K +$132K +765 +34%
AWG
1646
Altus Wealth Group
Colorado
$491K -$41.9K -242 -8%
OF
1647
Optimize Financial
California
$489K -$20.1K -116 -4%
BONST
1648
Bank of Nova Scotia Trust
Ontario, Canada
$489K +$21.6K +125 +4%
BFC
1649
Blue Fin Capital
Rhode Island
$488K – – –
JC
1650
JM2 Capital
Oklahoma
$486K +$2.25K +13 +0.4%
64 65
66
67 68