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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1801
RKL Wealth Management
Pennsylvania
$373K +$20.3K +117 +5%
BAS
1802
Breakthru Advisory Services
Wisconsin
$372K -$13.5K -78 -3%
MHWM
1803
Montz Harcus Wealth Management
Louisiana
$372K +$1.56K +9 +0.4%
CA
1804
Crewe Advisors
Utah
$372K +$3.64K +21 +0.9%
WDG
1805
Wealth Dimensions Group
Ohio
$371K +$11.8K +68 +3%
NG
1806
Novem Group
New York
$370K -$1.39K -8 -0.4%
NSAM
1807
North Star Asset Management
Wisconsin
$369K +$27K +156 +7%
LGG
1808
Luts & Greenleigh Group
Maryland
$368K -$1.56K -9 -0.4%
CFA
1809
CWS Financial Advisors
Michigan
$368K +$5.02K +29 +1%
OFO
1810
OneAscent Family Office
Alabama
$367K +$3.81K +22 +1%
WDC
1811
Woodward Diversified Capital
California
$367K +$336K +1,942 New
WGAM
1812
Wilkinson Global Asset Management
New York
$365K – – –
NSUP
1813
NLB Skladi upravljanje premozenja
$365K -$17K -98 -4%
AMBIA
1814
Allen Mooney & Barnes Investment Advisors
Georgia
$364K +$519 +3 +0.1%
MWPCG
1815
Measured Wealth Private Client Group
New Hampshire
$363K -$17.3K -100 -4%
CWA
1816
Crusonia Wealth Advisors
Colorado
$362K +$14.9K +86 +4%
MCP
1817
Mirador Capital Partners
California
$362K – – –
CFCS
1818
CDM Financial Counseling Services
Connecticut
$362K +$13.3K +77 +4%
BBPWM
1819
Blue Bell Private Wealth Management
Pennsylvania
$362K – – –
ES
1820
Eagle Strategies
New York
$360K -$2.94K -17 -0.8%
PPG
1821
Peak Planning Group
Colorado
$359K +$2.25K +13 +0.6%
JWM
1822
JGP Wealth Management
Oregon
$359K -$99.7K -576 -21%
MFG
1823
Mosaic Financial Group
Illinois
$359K +$2.08K +12 +0.6%
RWM
1824
Reston Wealth Management
Virginia
$359K +$346 +2 +0.1%
SB
1825
Sunflower Bank
Texas
$359K +$866 +5 +0.2%
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