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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
HDA
1776
Harold Davidson & Associates
California
$407K – – –
KCP
1777
Kera Capital Partners
California
$406K +$160K +961 +76%
GSIS
1778
Global Strategic Investment Solutions
Arizona
$405K – – –
BWM
1779
Bulltick Wealth Management
Florida
$405K +$380K +2,280 New
OCM
1780
Osterweis Capital Management
California
$404K -$50.9K -305 -12%
ONST
1781
Old North State Trust
North Carolina
$404K – – –
KFS
1782
Kaizen Financial Strategies
California
$403K +$2.17K +13 +0.6%
NG
1783
Novem Group
New York
$401K -$22K -132 -6%
SCI
1784
Silver Coast Investments
United States
$400K -$35.2K -211 -9%
MHWM
1785
Montz Harcus Wealth Management
Louisiana
$399K +$5K +30 +1%
LGG
1786
Luts & Greenleigh Group
Maryland
$398K – – –
CA
1787
Crewe Advisors
Utah
$397K +$5.17K +31 +1%
TLFA
1788
True Link Financial Advisors
California
$397K -$13K -78 -3%
SB
1789
SIG Brokerage
New York
$394K +$134K +805 +57%
WGAM
1790
Wilkinson Global Asset Management
New York
$394K -$834 -5 -0.2%
OFO
1791
OneAscent Family Office
Alabama
$392K +$43.2K +259 +13%
NCTC
1792
New Covenant Trust Company
Indiana
$392K +$4.67K +28 +1%
LAM
1793
Lewis Asset Management
California
$392K +$45.9K +275 +14%
CFA
1794
CWS Financial Advisors
Michigan
$392K +$4.17K +25 +1%
AMBIA
1795
Allen Mooney & Barnes Investment Advisors
Georgia
$392K +$500 +3 +0.1%
ES
1796
Eagle Strategies
New York
$392K +$1.67K +10 +0.5%
BWAM
1797
Boyd Watterson Asset Management
Ohio
$391K +$14.8K +89 +4%
GIM
1798
Groesbeck Investment Management
New Jersey
$391K – – –
MCP
1799
Mirador Capital Partners
California
$390K +$38K +228 +12%
BBPWM
1800
Blue Bell Private Wealth Management
Pennsylvania
$390K – – –
70 71
72
73 74