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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NQWM
1801
Northwest Quadrant Wealth Management
Oregon
$248K +$491 +4 +0.2%
GGI
1802
Godsey & Gibb Inc
Virginia
$247K – – –
WAM
1803
Weatherly Asset Management
California
$246K +$3.44K +28 +2%
RA
1804
Rise Advisors
New York
$245K +$1.47K +12 +0.7%
RPSA
1805
Richard P. Slaughter Associates
Texas
$245K -$234K -1,905 -52%
GFA
1806
Grunden Financial Advisory
Texas
$245K – – –
BPW
1807
Bingham Private Wealth
California
$245K -$15.8K -129 -7%
WA
1808
WP Advisors
California
$245K +$213K +1,736 New
MWM
1809
Maltin Wealth Management
New Jersey
$244K -$368 -3 -0.2%
PWP
1810
Precedent Wealth Partners
Texas
$244K – – –
MWM
1811
Massachusetts Wealth Management
Massachusetts
$243K -$3.32K -27 -2%
TAM
1812
Titleist Asset Management
Texas
$243K +$246 +2 +0.1%
SEP
1813
Southland Equity Partners
Missouri
$242K +$211K +1,719 New
HPM
1814
Hoxton Planning & Management
West Virginia
$242K -$2.46K -20 -1%
TWM
1815
TCFG Wealth Management
California
$242K -$136K -1,109 -39%
NAM
1816
NTV Asset Management
West Virginia
$242K +$211K +1,716 New
CBT
1817
Central Bank & Trust
Kentucky
$241K -$68.5K -558 -25%
HFP
1818
Holistic Financial Partners
Indiana
$241K +$210K +1,709 New
AWM
1819
Aries Wealth Management
Maine
$241K +$210K +1,708 New
ML
1820
McAdam LLC
Pennsylvania
$240K +$210K +1,707 New
RWM
1821
Riverbend Wealth Management
South Carolina
$240K +$209K +1,704 New
AWA
1822
AGH Wealth Advisors
Kansas
$240K +$209K +1,703 New
GSIAS
1823
Garden State Investment Advisory Services
New Jersey
$240K +$208K +1,696 New
FC
1824
Fusion Capital
South Carolina
$240K +$209K +1,701 New
BAM
1825
Brave Asset Management
New Jersey
$239K +$209K +1,700 New
71 72
73
74 75