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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1776
Horizon Wealth Management
Illinois
$516K +$594 +3 +0.1%
DWG
1777
Darden Wealth Group
Michigan
$516K +$23.2K +117 +5%
OFO
1778
OneAscent Family Office
Alabama
$516K +$46.5K +235 +11%
BTWM
1779
Baker Tilly Wealth Management
Wisconsin
$515K -$38.8K -196 -7%
FCM
1780
Firestone Capital Management
Florida
$514K +$17.4K +88 +4%
RWM
1781
RKL Wealth Management
Pennsylvania
$513K +$37.2K +188 +8%
AWM
1782
Ariadne Wealth Management
California
$513K +$18.4K +93 +4%
PPWM
1783
Paragon Private Wealth Management
Kentucky
$512K +$8.32K +42 +2%
MC
1784
Marest Capital
California
$512K +$2.57K +13 +0.5%
FG
1785
Fiduciary Group
Georgia
$512K +$792 +4 +0.2%
BBA
1786
BLB&B Advisors
Pennsylvania
$511K +$14.9K +75 +3%
EA
1787
Ellsworth Advisors
Ohio
$509K -$58K -293 -12%
SWM
1788
Steinberganna Wealth Management
New York
$507K – – –
1WM
1789
1900 Wealth Management
Texas
$507K +$481K +2,427 New
GA
1790
Greenspring Advisors
Maryland
$507K +$3.17K +16 +0.7%
ML
1791
McAdam LLC
Pennsylvania
$506K +$21.8K +110 +5%
PB
1792
Prosperity Bancshares
Texas
$505K +$56.2K +284 +13%
MWM
1793
Moran Wealth Management
Florida
$505K +$478K +2,414 New
TWM
1794
Tripletail Wealth Management
Florida
$504K – – –
FSA
1795
Financial Security Advisor
Virginia
$504K +$2.18K +11 +0.5%
HP
1796
Havemeyer Place
Connecticut
$503K +$73.1K +369 +18%
CWM
1797
Connecticut Wealth Management
Connecticut
$502K -$272K -1,373 -36%
GEA
1798
Glen Eagle Advisors
New Jersey
$497K -$25.9K -131 -5%
TIP
1799
Torray Investment Partners
Maryland
$497K -$5.63M -28,455 -92%
CAM
1800
CPA Asset Management
Florida
$496K – – –
70 71
72
73 74