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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1651
Crusonia Wealth Advisors
Colorado
$660K +$189K +956 +43%
PL
1652
Plancorp LLC
Missouri
$659K +$20.8K +105 +4%
LCS
1653
Levin Capital Strategies
New York
$659K – – –
EFSCE
1654
Enterprise Financial Services Corp (EFSC)
Missouri
$658K +$78.6K +397 +14%
PFWA
1655
Paces Ferry Wealth Advisors
Georgia
$657K -$2.97K -15 -0.5%
FCB
1656
First County Bank
Connecticut
$656K -$3.96K -20 -0.6%
DIM
1657
Delta Investment Management
California
$655K +$621K +3,135 New
OFW
1658
Omnia Family Wealth
Florida
$655K +$2.97K +15 +0.5%
BFO
1659
Biltmore Family Office
North Carolina
$654K +$3.56K +18 +0.6%
KWM
1660
Kingsman Wealth Management
Florida
$654K -$57K -288 -8%
BWG
1661
Beta Wealth Group
California
$652K -$178K -899 -22%
GPWM
1662
Grant Private Wealth Management
California
$651K +$117K +591 +23%
FG
1663
Foster Group
Iowa
$649K +$57.6K +291 +10%
BSG
1664
Black Swift Group
Colorado
$642K +$257K +1,300 +73%
TIA
1665
Tiemann Investment Advisors
California
$642K -$64.4K -325 -10%
OWA
1666
One Wealth Advisors
California
$641K +$4.55K +23 +0.8%
IAAG
1667
Innovative Asset Advisors Group
Connecticut
$641K +$68.9K +348 +13%
BIG
1668
Brookwood Investment Group
Arizona
$640K +$299K +1,512 +97%
CWM
1669
Chemistry Wealth Management
New York
$639K +$605K +3,055 New
KFI
1670
Key Financial Inc
Pennsylvania
$636K -$44.6K -225 -7%
FMC
1671
First Merchants Corp
Indiana
$635K – – –
MAM
1672
McLean Asset Management
Virginia
$635K -$8.52K -43 -1%
DSC
1673
Duncker Streett & Co
Missouri
$633K -$109K -548 -15%
CW
1674
Code Waechter
Florida
$632K – – –
SOAMC
1675
Spirit of America Management Corp
New York
$627K – – –
65 66
67
68 69