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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWG
1651
Beta Wealth Group
California
$652K -$178K -899 -22%
GPWM
1652
Grant Private Wealth Management
California
$651K +$117K +591 +23%
FG
1653
Foster Group
Iowa
$649K +$57.6K +291 +10%
BSG
1654
Black Swift Group
Colorado
$642K +$257K +1,300 +73%
TIA
1655
Tiemann Investment Advisors
California
$642K -$64.4K -325 -10%
OWA
1656
One Wealth Advisors
California
$641K +$4.55K +23 +0.8%
IAAG
1657
Innovative Asset Advisors Group
Connecticut
$641K +$68.9K +348 +13%
BIG
1658
Brookwood Investment Group
Arizona
$640K +$299K +1,512 +97%
CWM
1659
Chemistry Wealth Management
New York
$639K +$605K +3,055 New
KFI
1660
Key Financial Inc
Pennsylvania
$636K -$44.6K -225 -7%
FMC
1661
First Merchants Corp
Indiana
$635K – – –
MAM
1662
McLean Asset Management
Virginia
$635K -$8.52K -43 -1%
DSC
1663
Duncker Streett & Co
Missouri
$633K -$109K -548 -15%
CW
1664
Code Waechter
Florida
$632K – – –
SOAMC
1665
Spirit of America Management Corp
New York
$627K – – –
CI
1666
Clal Insurance
Israel
$627K +$594K +3,000 New
V
1667
ViaWealth
Kansas
$625K -$7.92K -40 -1%
BONST
1668
Bank of Nova Scotia Trust
Ontario, Canada
$621K – – –
BFC
1669
Blue Fin Capital
Rhode Island
$620K – – –
SCS
1670
Sound Capital Solutions
Florida
$619K +$587K +2,962 New
LAM
1671
Lewis Asset Management
California
$619K +$131K +661 +29%
FOA
1672
Five Oceans Advisors
California
$617K +$1.39K +7 +0.2%
ORC
1673
O'Rourke & Company
Massachusetts
$617K +$396 +2 +0.1%
AFC
1674
AFT Forsyth & Company
Florida
$617K +$32.7K +165 +6%
NPA
1675
Nichols & Pratt Advisers
Massachusetts
$616K -$49.5K -250 -8%
65 66
67
68 69