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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
1676
Interactive Financial Advisors
Illinois
$251K – – –
MIM
1677
Merrion Investment Management
New Jersey
$251K – – –
UBV
1678
United Bank (Virginia)
Virginia
$251K – – –
KMWM
1679
Keudell/Morrison Wealth Management
Oregon
$251K -$47.7K -387 -16%
MCM
1680
Marathon Capital Management
Maryland
$251K -$20.3K -165 -8%
PFA
1681
Pure Financial Advisors
California
$251K +$246K +1,994 New
OPCM
1682
Osborne Partners Capital Management
California
$250K -$21.2K -172 -8%
KBFS
1683
Kohmann Bosshard Financial Services
Ohio
$249K -$5.91K -48 -2%
TA
1684
TruWealth Advisors
Louisiana
$249K – – –
HPM
1685
Hoxton Planning & Management
West Virginia
$249K -$616 -5 -0.3%
WCM
1686
Wedge Capital Management
North Carolina
$248K +$5.3K +43 +2%
GA
1687
Goldstein Advisors
Wisconsin
$248K +$2.59K +21 +1%
PRS
1688
Pinkerton Retirement Specialists
Idaho
$247K +$242K +1,961 New
WAAG
1689
Wealth Alliance Advisory Group
Kansas
$246K – – –
NC
1690
NBW Capital
Massachusetts
$246K -$63.1K -512 -21%
AP
1691
Adero Partners
California
$245K +$240K +1,952 New
KWM
1692
Kolinsky Wealth Management
New Jersey
$245K +$240K +1,952 New
BBPWM
1693
Blue Bell Private Wealth Management
Pennsylvania
$245K -$7.39K -60 -3%
FM
1694
Family Management
New York
$245K – – –
NPA
1695
Nichols & Pratt Advisers
Massachusetts
$245K – – –
SAW
1696
Signal Advisors Wealth
Michigan
$244K +$239K +1,940 New
CFG
1697
Clayton Financial Group
Missouri
$244K -$5.3K -43 -2%
CB
1698
Cadence Bank
Mississippi
$243K -$33.6K -273 -12%
FRM
1699
Fox Run Management
Connecticut
$243K +$238K +1,934 New
YDMI
1700
Y.D. More Investments
Israel
$243K +$103K +835 +76%
66 67
68
69 70