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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ACC
1776
Acorn Creek Capital
Colorado
$207K -$3.48K -27 -2%
WA
1777
WealthTrust Axiom
Pennsylvania
$207K – – –
RWM
1778
RKL Wealth Management
Pennsylvania
$206K +$258 +2 +0.1%
TWP
1779
Tyche Wealth Partners
Texas
$206K -$129 -1 -0.1%
CWA
1780
CM Wealth Advisors
Ohio
$206K – – –
GIM
1781
Goelzer Investment Management
Indiana
$206K +$227K +1,764 New
NQWM
1782
Northwest Quadrant Wealth Management
Oregon
$205K -$16.4K -127 -7%
CAM
1783
Cozad Asset Management
Illinois
$205K -$9.02K -70 -4%
KWM
1784
Keebeck Wealth Management
Illinois
$205K +$12.5K +97 +6%
MWM
1785
Massachusetts Wealth Management
Massachusetts
$204K +$19.3K +150 +9%
GGI
1786
Godsey & Gibb Inc
Virginia
$204K – – –
NC
1787
NBW Capital
Massachusetts
$204K -$26.5K -206 -11%
TFF
1788
The Family Firm
Maryland
$204K -$35K -272 -13%
LAM
1789
Lewis Asset Management
California
$203K -$2.45K -19 -1%
SW
1790
Simplicity Wealth
New Jersey
$203K +$224K +1,740 New
GFA
1791
Grunden Financial Advisory
Texas
$203K – – –
AFA
1792
Antonelli Financial Advisors
Michigan
$203K -$84K -652 -27%
HPM
1793
Hoxton Planning & Management
West Virginia
$203K -$30.7K -238 -12%
BO
1794
Bank OZK
Arkansas
$203K – – –
RWP
1795
Revolve Wealth Partners
New Jersey
$203K +$224K +1,736 New
LAM
1796
Lifestyle Asset Management
Texas
$202K +$644 +5 +0.3%
GHA
1797
Granite Harbor Advisors
Texas
$202K +$224K +1,735 New
MWM
1798
Maltin Wealth Management
New Jersey
$202K -$6.57K -51 -3%
SAM
1799
Secure Asset Management
Michigan
$202K +$223K +1,733 New
RA
1800
Rise Advisors
New York
$202K -$1.8K -14 -0.8%
70 71
72
73 74