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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
KOC
1801
Koss-Olinger Consulting
Florida
$281K – – –
CWA
1802
CM Wealth Advisors
Ohio
$281K – – –
BO
1803
Bank OZK
Arkansas
$281K -$5.91K -40 -2%
SP
1804
Stonebrook Private
Michigan
$280K +$17.3K +117 +7%
SEP
1805
Southland Equity Partners
Missouri
$280K +$6.05K +41 +2%
DMBA
1806
Deseret Mutual Benefit Administrators
Utah
$279K -$36.3K -246 -12%
CCG
1807
Cypress Capital Group
Florida
$278K -$7.68K -52 -3%
RWM
1808
Reston Wealth Management
Virginia
$278K +$14.6K +99 +6%
MWM
1809
Massachusetts Wealth Management
Massachusetts
$278K +$3.69K +25 +1%
PWAM
1810
Private Wealth Asset Management
Iowa
$278K +$36.9K +250 +17%
WA
1811
WP Advisors
California
$278K +$1.77K +12 +0.7%
PPC
1812
Park Place Capital
Alabama
$277K -$184K -1,244 -42%
4WM
1813
49 Wealth Management
Texas
$277K +$14.3K +97 +6%
GFA
1814
Grunden Financial Advisory
Texas
$277K – – –
MWM
1815
Maltin Wealth Management
New Jersey
$276K +$738 +5 +0.3%
PPWM
1816
Paragon Private Wealth Management
Kentucky
$276K +$256K +1,735 New
CCG
1817
Catalina Capital Group
California
$273K +$254K +1,720 New
LI
1818
LifeWealth Investments
Florida
$273K +$3.25K +22 +1%
WAM
1819
Weatherly Asset Management
California
$273K -$4.13K -28 -2%
CWMK
1820
Caliber Wealth Management (Kansas)
Kansas
$272K -$36K -244 -12%
CBT
1821
Central Bank & Trust
Kentucky
$272K – – –
AWM
1822
Aries Wealth Management
Maine
$271K -$148 -1 -0.1%
BAM
1823
Brave Asset Management
New Jersey
$270K – – –
IHL
1824
Investment House LLC
California
$270K – – –
KFGK
1825
Keystone Financial Group (Kentucky)
Kentucky
$270K +$15.2K +103 +6%
71 72
73
74 75