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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1751
CM Wealth Advisors
Ohio
$421K +$101K +607 +34%
JCM
1752
Jacobsen Capital Management
Utah
$421K -$10K -60 -2%
WG
1753
Welch Group
Alabama
$421K +$15.2K +91 +4%
CAM
1754
CPA Asset Management
Florida
$421K +$395K +2,371 New
IGGA
1755
Iron Gate Global Advisors
Utah
$420K +$2.67K +16 +0.7%
VC
1756
Veracity Capital
Georgia
$420K -$5K -30 -1%
TWM
1757
Tripletail Wealth Management
Florida
$418K -$1.83K -11 -0.5%
BFA
1758
Bragg Financial Advisors
North Carolina
$418K -$21K -126 -5%
DWG
1759
Darden Wealth Group
Michigan
$417K – – –
WSFG
1760
Wall Street Financial Group
Illinois
$416K +$22.7K +136 +6%
VST
1761
Van Strum & Towne
California
$415K – – –
BAS
1762
Breakthru Advisory Services
Wisconsin
$415K -$37.4K -224 -9%
PWA
1763
Primoris Wealth Advisors
Florida
$415K – – –
PB
1764
Prosperity Bancshares
Texas
$413K +$388K +2,328 New
HWMG
1765
Hurlow Wealth Management Group
Indiana
$412K -$45K -270 -10%
GA
1766
Greenspring Advisors
Maryland
$412K +$387K +2,320 New
NSUP
1767
NLB Skladi upravljanje premozenja
$411K +$386K +2,313 New
BFG
1768
Bouchey Financial Group
New York
$410K +$7.34K +44 +2%
AW
1769
Alteri Wealth
California
$410K +$1.17K +7 +0.3%
MWPCG
1770
Measured Wealth Private Client Group
New Hampshire
$410K -$58.4K -350 -13%
EV
1771
EJMK Ventures
Illinois
$409K +$384K +2,304 New
CFM
1772
Catalyst Funds Management
Australia
$408K -$2.19M -13,100 -85%
PWA
1773
Prairie Wealth Advisors
Nebraska
$408K -$384K -2,300 Closed
LWL
1774
Leo Wealth LLC
Texas
$408K +$38.5K +231 +11%
SIC
1775
Samalin Investment Counsel
New York
$407K -$48.4K -290 -11%
69 70
71
72 73