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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWP
1776
Tyche Wealth Partners
Texas
$206K -$129 -1 -0.1%
CWA
1777
CM Wealth Advisors
Ohio
$206K – – –
GIM
1778
Goelzer Investment Management
Indiana
$206K +$227K +1,764 New
NQWM
1779
Northwest Quadrant Wealth Management
Oregon
$205K -$16.4K -127 -7%
CAM
1780
Cozad Asset Management
Illinois
$205K -$9.02K -70 -4%
KWM
1781
Keebeck Wealth Management
Illinois
$205K +$12.5K +97 +6%
MWM
1782
Massachusetts Wealth Management
Massachusetts
$204K +$19.3K +150 +9%
GGI
1783
Godsey & Gibb Inc
Virginia
$204K – – –
NC
1784
NBW Capital
Massachusetts
$204K -$26.5K -206 -11%
TFF
1785
The Family Firm
Maryland
$204K -$35K -272 -13%
LAM
1786
Lewis Asset Management
California
$203K -$2.45K -19 -1%
SW
1787
Simplicity Wealth
New Jersey
$203K +$224K +1,740 New
GFA
1788
Grunden Financial Advisory
Texas
$203K – – –
AFA
1789
Antonelli Financial Advisors
Michigan
$203K -$84K -652 -27%
HPM
1790
Hoxton Planning & Management
West Virginia
$203K -$30.7K -238 -12%
BO
1791
Bank OZK
Arkansas
$203K – – –
RWP
1792
Revolve Wealth Partners
New Jersey
$203K +$224K +1,736 New
LAM
1793
Lifestyle Asset Management
Texas
$202K +$644 +5 +0.3%
GHA
1794
Granite Harbor Advisors
Texas
$202K +$224K +1,735 New
MWM
1795
Maltin Wealth Management
New Jersey
$202K -$6.57K -51 -3%
SAM
1796
Secure Asset Management
Michigan
$202K +$223K +1,733 New
RA
1797
Rise Advisors
New York
$202K -$1.8K -14 -0.8%
PWP
1798
Precedent Wealth Partners
Texas
$202K -$16K -124 -7%
WRPWM
1799
Werba Rubin Papier Wealth Management
California
$201K -$2.96K -23 -1%
TAM
1800
Titleist Asset Management
Texas
$201K -$65.8K -511 -23%
70 71
72
73 74