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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1751
Maltin Wealth Management
New Jersey
$224K +$220K +1,785 New
KWMG
1752
King Wealth Management Group
Florida
$223K +$218K +1,771 New
JC
1753
JB Capital
Connecticut
$223K -$21.2K -172 -9%
WA
1754
WealthTrust Axiom
Pennsylvania
$223K +$218K +1,770 New
TWP
1755
Tyche Wealth Partners
Texas
$222K +$218K +1,769 New
RWM
1756
RKL Wealth Management
Pennsylvania
$222K +$218K +1,767 New
CWA
1757
CM Wealth Advisors
Ohio
$222K +$217K +1,766 New
TW
1758
TrinityPoint Wealth
Connecticut
$222K -$32K -260 -13%
LAM
1759
Lewis Asset Management
California
$222K -$33.9K -275 -13%
FBFS
1760
First Business Financial Services
Wisconsin
$222K +$217K +1,762 New
BPW
1761
Bingham Private Wealth
California
$221K +$217K +1,761 New
GAG
1762
GM Advisory Group
New York
$221K +$217K +1,760 New
RAM
1763
Riggs Asset Management
Pennsylvania
$221K +$159K +1,289 +277%
GGI
1764
Godsey & Gibb Inc
Virginia
$220K -$26.4K -214 -11%
WP
1765
Westmount Partners
California
$220K +$215K +1,749 New
WRPWM
1766
Werba Rubin Papier Wealth Management
California
$219K -$45.9K -373 -18%
RA
1767
Rise Advisors
New York
$219K -$5.91K -48 -3%
GFA
1768
Grunden Financial Advisory
Texas
$219K +$214K +1,740 New
BO
1769
Bank OZK
Arkansas
$218K +$214K +1,736 New
VNA
1770
Valley National Advisers
Pennsylvania
$218K +$20.3K +165 +10%
NGA
1771
Naples Global Advisors
Florida
$218K +$214K +1,734 New
CIC
1772
Carnegie Investment Counsel
Ohio
$218K +$213K +1,731 New
LAM
1773
Lifestyle Asset Management
Texas
$217K +$213K +1,730 New
GLLW
1774
Graves Light Lenhart Wealth
Virginia
$216K +$212K +1,722 New
GC
1775
Grimes & Company
Massachusetts
$216K +$211K +1,716 New
69 70
71
72 73