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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NSAM
1701
North Star Asset Management
Wisconsin
$335K – – –
MWM
1702
Manske Wealth Management
Texas
$334K – – –
1IA
1703
1834 Investment Advisors
Wisconsin
$334K -$28.4K -192 -8%
SWM
1704
Silverlake Wealth Management
Vermont
$333K – – –
PCA
1705
Purkiss Capital Advisors
Connecticut
$332K +$43.9K +297 +17%
GEA
1706
Glen Eagle Advisors
New Jersey
$332K – – –
IRP
1707
Investment Research Partners
Pennsylvania
$331K +$298K +2,021 New
FBFS
1708
First Business Financial Services
Wisconsin
$331K – – –
IP
1709
Investment Partners
Ohio
$329K +$295 +2 +0.1%
LWL
1710
Leo Wealth LLC
Texas
$329K -$13.4K -91 -4%
MWAM
1711
Manhattan West Asset Management
California
$329K – – –
SWIM
1712
Smallwood Wealth Investment Management
New Jersey
$327K – – –
PMG
1713
ProVise Management Group
Florida
$326K +$36.8K +249 +14%
AWA
1714
Alta Wealth Advisors
Massachusetts
$326K – – –
ZAM
1715
Zevin Asset Management
Massachusetts
$323K +$300K +2,034 New
CWS
1716
Cypress Wealth Services
California
$323K +$26K +176 +9%
MAG
1717
Mayfair Advisory Group
Alabama
$322K – – –
TWM
1718
TCFG Wealth Management
California
$322K +$45K +305 +18%
FAM
1719
Flaharty Asset Management
Florida
$319K +$31.9K +216 +12%
JCM
1720
J2 Capital Management
Michigan
$319K -$3.4K -23 -1%
IFA
1721
Interactive Financial Advisors
Illinois
$318K – – –
GHA
1722
Granite Harbor Advisors
Texas
$318K +$6.35K +43 +2%
WPW
1723
Warther Private Wealth
Ohio
$318K -$17K -115 -5%
IPAM
1724
Investment Partners Asset Management
New Jersey
$318K – – –
MIM
1725
Merrion Investment Management
New Jersey
$318K – – –
67 68
69
70 71