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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MG
1751
Marex Group
$409K +$431K +2,488 New
LWL
1752
Leo Wealth LLC
Texas
$408K +$31.2K +180 +8%
DAM
1753
Doheny Asset Management
California
$407K – – –
FFN
1754
Focus Financial Network
Minnesota
$406K -$104K -601 -20%
MWAM
1755
Manhattan West Asset Management
California
$406K +$71.7K +414 +20%
HWM
1756
Horizon Wealth Management
Illinois
$406K +$346 +2 +0.1%
UF
1757
Univest Financial
Pennsylvania
$404K -$5.71K -33 -1%
NCTC
1758
New Covenant Trust Company
Indiana
$403K +$50.7K +293 +14%
OFS
1759
OneAscent Financial Services
Alabama
$403K +$119K +688 +39%
FG
1760
Fiduciary Group
Georgia
$403K -$17.1K -99 -4%
MC
1761
Marest Capital
California
$401K +$422K +2,437 New
ABC
1762
Associated Banc-Corp
Wisconsin
$401K -$2.25K -13 -0.5%
SWM
1763
Steinberganna Wealth Management
New York
$399K – – –
KWM
1764
Keebeck Wealth Management
Illinois
$399K +$61.3K +354 +17%
GWANC
1765
Guardian Wealth Advisors (North Carolina)
North Carolina
$398K -$12.8K -74 -3%
BFA
1766
Bragg Financial Advisors
North Carolina
$398K +$11.3K +65 +3%
GA
1767
Greenspring Advisors
Maryland
$397K +$15.8K +91 +4%
PPWM
1768
Paragon Private Wealth Management
Kentucky
$396K +$63.5K +367 +18%
FSA
1769
Financial Security Advisor
Virginia
$395K +$2.25K +13 +0.5%
WSFG
1770
Wall Street Financial Group
Illinois
$394K +$9.18K +53 +2%
TC
1771
TwinBeech Capital
New York
$393K -$14.2M -81,869 -97%
TWM
1772
Tripletail Wealth Management
Florida
$391K – – –
JCM
1773
Jacobsen Capital Management
Utah
$391K +$173 +1 +0%
FCM
1774
Firestone Capital Management
Florida
$390K -$5.37K -31 -1%
CAM
1775
CPA Asset Management
Florida
$390K – – –
69 70
71
72 73