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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FFA
1701
Fi3 Financial Advisors
Indiana
$468K +$21.4K +128 +5%
AWA
1702
Amplius Wealth Advisors
Pennsylvania
$465K -$10.8K -65 -2%
JWA
1703
JFS Wealth Advisors
Pennsylvania
$463K -$182K -1,090 -29%
CPW
1704
Cove Private Wealth
New York
$463K – – –
VNA
1705
Valley National Advisers
Pennsylvania
$459K +$17K +102 +4%
RYIA
1706
Roehl & Yi Investment Advisors
Oregon
$459K -$31.7K -190 -7%
CCFM
1707
Clear Creek Financial Management
Washington
$458K -$5.67K -34 -1%
BBA
1708
BLB&B Advisors
Pennsylvania
$457K +$1.17K +7 +0.3%
XF
1709
XML Financial
Maryland
$457K +$181K +1,083 +73%
IIC
1710
Integrated Investment Consultants
Michigan
$454K -$240K -1,440 -36%
CA
1711
Cornerstone Advisory
Maryland
$453K +$12K +72 +3%
FWI
1712
Facet Wealth Inc
Maryland
$452K +$139K +832 +50%
CNB
1713
Camden National Bank
Maine
$452K -$9.84K -59 -2%
NWWA
1714
New Wave Wealth Advisors
Arkansas
$452K +$3.84K +23 +0.9%
FG
1715
Fiduciary Group
Georgia
$452K -$10K -60 -2%
WRPWM
1716
Werba Rubin Papier Wealth Management
California
$452K +$70.6K +423 +20%
BOM
1717
Bank of Marin
California
$451K -$834 -5 -0.2%
FMTC
1718
Farmers & Merchants Trust Company
California
$451K -$43.7K -262 -9%
NEWAS
1719
N.E.W. Advisory Services
Wisconsin
$451K +$202K +1,209 +91%
OFS
1720
Orrstown Financial Services
Pennsylvania
$451K – – –
WAS
1721
WESPAC Advisors SoCal
California
$450K +$423K +2,535 New
MCP
1722
Miller Capital Partners
Michigan
$450K +$423K +2,534 New
TWM
1723
Thrive Wealth Management
Pennsylvania
$450K +$4.67K +28 +1%
M
1724
MOTCO
Texas
$449K – – –
FZCM
1725
Flynn Zito Capital Management
New York
$448K – – –
67 68
69
70 71