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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PK
1776
Pflug Koory
Nebraska
$257K – – –
AC
1777
ASB Consultores
Florida
$257K +$224K +1,821 New
DOA
1778
D'Orazio & Associates
Virginia
$256K +$224K +1,820 New
RWP
1779
Revolve Wealth Partners
New Jersey
$256K +$9.95K +81 +5%
KWM
1780
Keebeck Wealth Management
Illinois
$255K +$7.12K +58 +3%
BWM
1781
BlackDiamond Wealth Management
New York
$254K +$221K +1,803 New
BO
1782
Bank OZK
Arkansas
$254K +$8.47K +69 +4%
CCG
1783
Cypress Capital Group
Florida
$254K -$2.33K -19 -1%
DIP
1784
Davis Investment Partners
North Carolina
$254K -$29.6K -241 -12%
PMG
1785
ProVise Management Group
Florida
$254K -$4.05K -33 -2%
EW
1786
Entruity Wealth
California
$254K – – –
NCM
1787
Neumann Capital Management
California
$254K – – –
RC
1788
Reik & Co
New York
$254K – – –
LF
1789
Lantz Financial
Illinois
$254K +$9.83K +80 +5%
WHG
1790
Westwood Holdings Group
Texas
$253K +$220K +1,793 New
PCA
1791
Purkiss Capital Advisors
Connecticut
$252K +$220K +1,793 New
FAM
1792
Flaharty Asset Management
Florida
$252K -$9.21K -75 -4%
RCM
1793
RB Capital Management
Nevada
$252K +$220K +1,792 New
APWA
1794
Atlas Private Wealth Advisors
New Jersey
$252K +$220K +1,791 New
SFG
1795
Sterling Financial Group
California
$252K – – –
FFC
1796
Frederick Financial Consultants
Maryland
$251K +$219K +1,783 New
LWM
1797
LeConte Wealth Management
Tennessee
$250K +$218K +1,775 New
WBC
1798
West Branch Capital
Massachusetts
$250K +$177K +1,445 +439%
WA
1799
WealthTrust Axiom
Pennsylvania
$249K – – –
CWA
1800
CM Wealth Advisors
Ohio
$249K – – –
70 71
72
73 74