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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LSL
1701
Legacy Solutions LLC
Pennsylvania
$445K -$44.5K -257 -9%
HCM
1702
Hall Capital Management
Rhode Island
$443K +$173K +1,000 +75%
WAG
1703
Winthrop Advisory Group
Massachusetts
$440K -$866 -5 -0.2%
1C
1704
111 Capital
France
$440K -$1.24M -7,151 -73%
BTWM
1705
Baker Tilly Wealth Management
Wisconsin
$438K -$8.31K -48 -2%
ICP
1706
Impact Capital Partners
Colorado
$438K -$187K -1,080 -29%
LA
1707
Legacy Advisors
Pennsylvania
$437K -$15.8K -91 -3%
BOPW
1708
Brandywine Oak Private Wealth
Pennsylvania
$436K -$16.1K -93 -3%
AWS
1709
Aspen Wealth Strategies
Colorado
$436K -$26.1K -151 -5%
FFA
1710
Fragasso Financial Advisors
Pennsylvania
$435K +$30.8K +178 +7%
AT
1711
American Trust
Kentucky
$435K -$22.2K -128 -5%
VFG
1712
Victory Financial Group
Texas
$435K +$30.6K +177 +7%
ET
1713
Equitable Trust
Tennessee
$434K +$24.9K +144 +6%
WETS
1714
Wealth Enhancement Trust Services
South Dakota
$433K +$335K +1,937 +279%
RA
1715
Rockingstone Advisors
Massachusetts
$433K -$4.33K -25 -0.9%
VNA
1716
Valley National Advisers
Pennsylvania
$432K +$6.75K +39 +2%
AWA
1717
Amplius Wealth Advisors
Pennsylvania
$431K – – –
CPW
1718
Cove Private Wealth
New York
$429K – – –
KFS
1719
Kaizen Financial Strategies
California
$429K +$2.94K +17 +0.7%
PWP
1720
Ponta Wealth Partners
Florida
$428K +$35.7K +206 +9%
AWA
1721
A4 Wealth Advisors
North Carolina
$428K -$136K -787 -23%
TWM
1722
Thrive Wealth Management
Pennsylvania
$426K +$9K +52 +2%
JWA
1723
JFS Wealth Advisors
Pennsylvania
$423K -$6.75K -39 -1%
PWA
1724
Primoris Wealth Advisors
Florida
$422K +$40.2K +232 +10%
BWP
1725
Burling Wealth Partners
Illinois
$420K -$21.3K -123 -5%
67 68
69
70 71