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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1776
Integrity Financial
Wyoming
$528K – – –
RYIA
1777
Roehl & Yi Investment Advisors
Oregon
$527K -$2.57K -13 -0.5%
NWA
1778
Navis Wealth Advisors
New York
$526K -$79.8K -403 -14%
BW
1779
BXM Wealth
Colorado
$524K +$248K +1,251 +100%
MIM
1780
Merrion Investment Management
New Jersey
$523K – – –
OFS
1781
OneAscent Financial Services
Alabama
$522K +$9.51K +48 +2%
TWM
1782
Thrive Wealth Management
Pennsylvania
$519K -$20.4K -103 -4%
GWANC
1783
Guardian Wealth Advisors (North Carolina)
North Carolina
$518K +$11.7K +59 +2%
CFG
1784
Copley Financial Group
California
$518K -$221K -1,116 -31%
DAM
1785
Doheny Asset Management
California
$517K – – –
SIC
1786
Samalin Investment Counsel
New York
$516K +$38.6K +195 +9%
HWM
1787
Horizon Wealth Management
Illinois
$516K +$594 +3 +0.1%
DWG
1788
Darden Wealth Group
Michigan
$516K +$23.2K +117 +5%
OFO
1789
OneAscent Family Office
Alabama
$516K +$46.5K +235 +11%
BTWM
1790
Baker Tilly Wealth Management
Wisconsin
$515K -$38.8K -196 -7%
FCM
1791
Firestone Capital Management
Florida
$514K +$17.4K +88 +4%
RWM
1792
RKL Wealth Management
Pennsylvania
$513K +$37.2K +188 +8%
AWM
1793
Ariadne Wealth Management
California
$513K +$18.4K +93 +4%
PPWM
1794
Paragon Private Wealth Management
Kentucky
$512K +$8.32K +42 +2%
MC
1795
Marest Capital
California
$512K +$2.57K +13 +0.5%
FG
1796
Fiduciary Group
Georgia
$512K +$792 +4 +0.2%
BBA
1797
BLB&B Advisors
Pennsylvania
$511K +$14.9K +75 +3%
EA
1798
Ellsworth Advisors
Ohio
$509K -$58K -293 -12%
SWM
1799
Steinberganna Wealth Management
New York
$507K – – –
1WM
1800
1900 Wealth Management
Texas
$507K +$481K +2,427 New
70 71
72
73 74