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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1651
Tanager Wealth Management
United Kingdom
$515K +$20.2K +121 +4%
TIA
1652
Tiemann Investment Advisors
California
$514K -$97.9K -587 -17%
ISS
1653
Intesa Sanpaolo SpA.
Italy
$512K +$477K +2,859 New
PL
1654
Plancorp LLC
Missouri
$511K +$3.84K +23 +0.8%
GC
1655
Grimes & Company
Massachusetts
$510K +$17.3K +104 +4%
VFA
1656
Voya Financial Advisors
Connecticut
$505K +$48.4K +290 +12%
SFWC
1657
Strategic Family Wealth Counselors
New Jersey
$505K +$463K +2,773 New
BONST
1658
Bank of Nova Scotia Trust
Ontario, Canada
$505K -$164K -986 -26%
5NPW
1659
55 North Private Wealth
Florida
$504K +$474K +2,841 New
RWA
1660
River Wealth Advisors
Pennsylvania
$504K – – –
EFSCE
1661
Enterprise Financial Services Corp (EFSC)
Missouri
$502K +$24.9K +149 +6%
PVI
1662
Pine Valley Investments
New Jersey
$501K -$3.17K -19 -0.7%
SPWM
1663
Spartan Planning & Wealth Management
North Carolina
$501K +$13.2K +79 +3%
SWRP
1664
Summit Wealth & Retirement Planning
California
$501K +$3.67K +22 +0.8%
CM
1665
Cercano Management
Washington
$499K – – –
GLLW
1666
Graves Light Lenhart Wealth
Virginia
$498K – – –
AWS
1667
Aspen Wealth Strategies
Colorado
$497K -$3.34K -20 -0.7%
FC
1668
Fairscale Capital
New Hampshire
$495K -$2.17K -13 -0.5%
ACM
1669
Ashford Capital Management
Delaware
$495K +$20K +120 +4%
TFIPS
1670
Towarzystwo Funduszy Inwestycyjnych PZU SA
$495K +$226K +1,355 +94%
CG
1671
Cynosure Group
Utah
$495K +$465K +2,789 New
BCA
1672
Bay Colony Advisors
Massachusetts
$494K -$92.7K -556 -17%
CSB
1673
City State Bank
Iowa
$494K -$16K -96 -3%
SHWA
1674
Safe Harbor Wealth Advisors
Ohio
$493K +$489K +2,933 New
SH
1675
SLT Holdings
Arizona
$493K – – –
65 66
67
68 69