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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1751
Primoris Wealth Advisors
Florida
$537K – – –
CA
1752
Crewe Advisors
Utah
$536K +$60.8K +307 +14%
ET
1753
Equitable Trust
Tennessee
$536K -$14.1K -71 -3%
IIC
1754
Integrated Investment Consultants
Michigan
$536K +$2.97K +15 +0.6%
GC
1755
Gilbert & Cook
Iowa
$536K +$8.32K +42 +2%
BFG
1756
Bouchey Financial Group
New York
$535K +$41.4K +209 +9%
DMBA
1757
Deseret Mutual Benefit Administrators
Utah
$535K -$91.9K -464 -15%
BWP
1758
Burling Wealth Partners
Illinois
$533K – – –
NCTC
1759
New Covenant Trust Company
Indiana
$532K +$18.6K +94 +4%
CIC
1760
Crawford Investment Counsel
Georgia
$530K -$76.4K -386 -13%
M
1761
MOTCO
Texas
$530K +$5.15K +26 +1%
MCP
1762
Miller Capital Partners
Michigan
$530K – – –
FZCM
1763
Flynn Zito Capital Management
New York
$528K +$198 +1 +0%
IF
1764
Integrity Financial
Wyoming
$528K – – –
RYIA
1765
Roehl & Yi Investment Advisors
Oregon
$527K -$2.57K -13 -0.5%
NWA
1766
Navis Wealth Advisors
New York
$526K -$79.8K -403 -14%
BW
1767
BXM Wealth
Colorado
$524K +$248K +1,251 +100%
MIM
1768
Merrion Investment Management
New Jersey
$523K – – –
OFS
1769
OneAscent Financial Services
Alabama
$522K +$9.51K +48 +2%
TWM
1770
Thrive Wealth Management
Pennsylvania
$519K -$20.4K -103 -4%
GWANC
1771
Guardian Wealth Advisors (North Carolina)
North Carolina
$518K +$11.7K +59 +2%
CFG
1772
Copley Financial Group
California
$518K -$221K -1,116 -31%
DAM
1773
Doheny Asset Management
California
$517K – – –
SIC
1774
Samalin Investment Counsel
New York
$516K +$38.6K +195 +9%
HWM
1775
Horizon Wealth Management
Illinois
$516K +$594 +3 +0.1%
69 70
71
72 73