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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1676
Clal Insurance
Israel
$627K +$594K +3,000 New
V
1677
ViaWealth
Kansas
$625K -$7.92K -40 -1%
BONST
1678
Bank of Nova Scotia Trust
Ontario, Canada
$621K – – –
BFC
1679
Blue Fin Capital
Rhode Island
$620K – – –
OF
1680
Optimize Financial
California
$619K -$1.98K -10 -0.3%
SCS
1681
Sound Capital Solutions
Florida
$619K +$587K +2,962 New
LAM
1682
Lewis Asset Management
California
$619K +$131K +661 +29%
FOA
1683
Five Oceans Advisors
California
$617K +$1.39K +7 +0.2%
RA
1684
Range Advisory
Virginia
$617K +$210K +1,061 +56%
ORC
1685
O'Rourke & Company
Massachusetts
$617K +$396 +2 +0.1%
AFC
1686
AFT Forsyth & Company
Florida
$617K +$32.7K +165 +6%
NPA
1687
Nichols & Pratt Advisers
Massachusetts
$616K -$49.5K -250 -8%
AA
1688
Auxano Advisors
Washington
$614K – – –
JC
1689
JM2 Capital
Oklahoma
$613K -$4.36K -22 -0.7%
SWRP
1690
Summit Wealth & Retirement Planning
California
$612K -$84.2K -425 -13%
SIS
1691
Sound Income Strategies
Florida
$612K +$314K +1,586 +118%
SFG
1692
Southern Financial Group
Alabama
$612K -$18.8K -95 -3%
GC
1693
Guilbault Capital
Louisiana
$611K -$36.8K -186 -6%
PPC
1694
Park Place Capital
Alabama
$610K -$198 -1 -0%
SIA
1695
Spectrum Investment Advisors
Wisconsin
$608K +$576K +2,910 New
WBG
1696
Wharton Business Group
Pennsylvania
$608K -$8.91K -45 -2%
ASBI
1697
American State Bank (Iowa)
Iowa
$608K -$2.77K -14 -0.5%
LA
1698
Legacy Advisors
Pennsylvania
$607K +$49.1K +248 +9%
QFW
1699
QTR Family Wealth
Florida
$606K +$69.1K +349 +14%
KAM
1700
Karani Asset Management
New York
$604K +$572K +2,888 New
66 67
68
69 70