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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IIM
1676
Ipswich Investment Management
Massachusetts
$492K – – –
AT
1677
American Trust
Kentucky
$492K +$16.7K +100 +4%
APW
1678
Austin Private Wealth
Texas
$492K -$16.2K -97 -3%
WP
1679
WealthShield Partners
North Carolina
$491K +$104K +623 +29%
LIA
1680
LBMC Investment Advisors
Tennessee
$491K – – –
FFO
1681
Fiduciary Family Office
Florida
$490K -$8.51K -51 -2%
MCWA
1682
Meadow Creek Wealth Advisors
Georgia
$490K – – –
JWM
1683
JGP Wealth Management
Oregon
$490K +$37.4K +224 +9%
SI
1684
Severin Investments
Missouri
$489K -$39.5K -237 -8%
LA
1685
Legacy Advisors
Pennsylvania
$487K +$93.7K +562 +26%
BOPW
1686
Brandywine Oak Private Wealth
Pennsylvania
$487K +$8.17K +49 +2%
CCM
1687
Charter Capital Management
Wisconsin
$486K – – –
TPA
1688
Trivium Point Advisory
Connecticut
$484K -$15K -90 -3%
EGWAG
1689
Elwood & Goetz Wealth Advisory Group
Georgia
$484K +$42.4K +254 +10%
TAP
1690
TSG Advice Partners
Ohio
$484K +$454K +2,724 New
BP
1691
Broadleaf Partners
Ohio
$483K – – –
BTWM
1692
Baker Tilly Wealth Management
Wisconsin
$481K +$29.4K +176 +7%
AFC
1693
AFT Forsyth & Company
Florida
$477K – – –
WAG
1694
Winthrop Advisory Group
Massachusetts
$477K +$27.4K +164 +7%
EA
1695
Ellsworth Advisors
Ohio
$476K -$28.9K -173 -6%
NW
1696
Naviter Wealth
Arkansas
$475K -$117K -704 -21%
BWP
1697
Burling Wealth Partners
Illinois
$475K +$31.5K +189 +8%
RA
1698
Rockingstone Advisors
Massachusetts
$471K -$4.17K -25 -0.9%
MA
1699
Maxele Advisors
Missouri
$471K +$68.4K +410 +18%
CPA
1700
Capital Performance Advisors
California
$470K +$59.2K +355 +15%
66 67
68
69 70