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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1776
Ariadne Wealth Management
California
$388K -$40.3K -233 -9%
ISS
1777
Intesa Sanpaolo SpA.
Italy
$387K -$86K -497 -17%
DWG
1778
Darden Wealth Group
Michigan
$387K – – –
VST
1779
Van Strum & Towne
California
$385K – – –
FWM
1780
Foguth Wealth Management
Michigan
$384K +$320K +1,848 New
HWMG
1781
Hurlow Wealth Management Group
Indiana
$383K +$1.04K +6 +0.3%
CA
1782
COFG Advisors
Illinois
$383K +$22.7K +131 +6%
AW
1783
Alteri Wealth
California
$382K +$2.42K +14 +0.6%
WG
1784
Welch Group
Alabama
$382K -$8.66K -50 -2%
MGIA
1785
Matthew Goff Investment Advisor
Texas
$381K +$51.6K +298 +15%
ECA
1786
Elevated Capital Advisors
Utah
$381K +$368K +2,125 +1,130%
ML
1787
McAdam LLC
Pennsylvania
$380K +$32.4K +187 +9%
CFS
1788
Coordinated Financial Services
Colorado
$379K +$148K +856 +59%
PWA
1789
Prairie Wealth Advisors
Nebraska
$379K – – –
LAM
1790
Lewis Asset Management
California
$378K +$15.8K +91 +4%
SFC
1791
Strategic Financial Concepts
Texas
$378K +$398K +2,298 New
GSIS
1792
Global Strategic Investment Solutions
Arizona
$378K +$2.6K +15 +0.7%
HDA
1793
Harold Davidson & Associates
California
$377K – – –
BWM
1794
Bulltick Wealth Management
Florida
$375K – – –
SAM
1795
Secure Asset Management
Michigan
$375K +$80K +462 +25%
OCM
1796
Osterweis Capital Management
California
$375K – – –
SIC
1797
Samalin Investment Counsel
New York
$374K -$2.77K -16 -0.7%
ONST
1798
Old North State Trust
North Carolina
$374K – – –
CS
1799
Capital Square
Tennessee
$374K – – –
TPA
1800
Trivium Point Advisory
Connecticut
$373K -$79.6K -460 -17%
70 71
72
73 74