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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OFO
1726
OneAscent Family Office
Alabama
$281K -$220K -1,792 -47%
AHL
1727
Abel Hall LLC
Louisiana
$281K +$22K +179 +10%
BWP
1728
BlueStem Wealth Partners
Minnesota
$281K -$52K -423 -18%
KWMG
1729
King Wealth Management Group
Florida
$280K – – –
TA
1730
TruWealth Advisors
Louisiana
$280K -$123 -1 -0.1%
GWANC
1731
Guardian Wealth Advisors (North Carolina)
North Carolina
$280K -$7.37K -60 -3%
GPW
1732
Genesis Private Wealth
Virginia
$278K -$31.8K -259 -12%
LFP
1733
Leeward Financial Partners
Washington
$278K -$6.63K -54 -3%
MCP
1734
Mirador Capital Partners
California
$277K – – –
KBFS
1735
Kohmann Bosshard Financial Services
Ohio
$277K – – –
GHA
1736
Granite Harbor Advisors
Texas
$276K +$27.4K +223 +13%
CWMK
1737
Caliber Wealth Management (Kansas)
Kansas
$276K +$123 +1 +0.1%
FM
1738
Family Management
New York
$275K -$12.3K -100 -5%
DDC
1739
DF Dent & Co
Maryland
$274K +$239K +1,943 New
RWM
1740
RKL Wealth Management
Pennsylvania
$273K +$21K +171 +10%
RPCA
1741
Running Point Capital Advisors
California
$273K +$2.95K +24 +1%
TR
1742
Tepp RIA
New Jersey
$272K +$238K +1,934 New
NRS
1743
Neville Rodie & Shaw
New York
$271K -$73.7K -600 -24%
AI
1744
Auour Investments
Massachusetts
$270K +$236K +1,920 New
CWA
1745
Consilio Wealth Advisors
Washington
$270K +$236K +1,922 New
KCM
1746
Kanawha Capital Management
Virginia
$270K -$1.47K -12 -0.6%
BF
1747
Brucke Financial
Indiana
$269K +$5.28K +43 +2%
NSB
1748
Norway Savings Bank
Maine
$269K -$5.16K -42 -2%
CF
1749
Claris Financial
Virginia
$268K -$63.7K -519 -21%
LC
1750
LCNB Corp
Ohio
$268K -$18.4K -150 -7%
68 69
70
71 72