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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GSIAS
1826
Garden State Investment Advisory Services
New Jersey
$270K +$295 +2 +0.1%
RPSA
1827
Richard P. Slaughter Associates
Texas
$270K -$6.35K -43 -2%
RTC
1828
Real Talk Capital
Tennessee
$269K +$250K +1,691 New
KIG
1829
Kennedy Investment Group
New Jersey
$269K +$1.03K +7 +0.4%
CG
1830
CFO4Life Group
Texas
$268K +$8.56K +58 +4%
WCFA
1831
Walkner Condon Financial Advisors
Wisconsin
$268K +$13.6K +92 +6%
PHS
1832
Pekin Hardy Strauss
Illinois
$268K +$7.83K +53 +3%
SPC
1833
Spirepoint Private Client
Florida
$268K +$249K +1,684 New
OWP
1834
ORG Wealth Partners
Texas
$267K +$137K +927 +123%
CCA
1835
Carrera Capital Advisors
Michigan
$266K +$29.5K +200 +14%
RWM
1836
Riverbend Wealth Management
South Carolina
$266K -$4.87K -33 -2%
CWM
1837
Centurion Wealth Management
Virginia
$265K -$3.1K -21 -1%
RPWA
1838
Regent Peak Wealth Advisors
Georgia
$265K +$246K +1,667 New
NCM
1839
Noesis Capital Mangement
Florida
$265K +$1.62K +11 +0.7%
SAM
1840
Secure Asset Management
Michigan
$265K +$10.8K +73 +5%
SPWM
1841
Schrum Private Wealth Management
Florida
$265K -$2.95K -20 -1%
HCWM
1842
Hidden Cove Wealth Management
Washington
$264K +$245K +1,661 New
BFO
1843
Biltmore Family Office
North Carolina
$264K +$7.53K +51 +3%
WP
1844
Westmount Partners
California
$264K +$2.81K +19 +1%
WHG
1845
Westwood Holdings Group
Texas
$263K -$20.7K -140 -8%
PSCM
1846
Per Stirling Capital Management
Texas
$263K +$443 +3 +0.2%
MGWM
1847
Marks Group Wealth Management
Minnesota
$263K +$738 +5 +0.3%
JIP
1848
Jaffetilchin Investment Partners
Florida
$263K – – –
PWP
1849
Precedent Wealth Partners
Texas
$263K -$11.4K -77 -4%
HPM
1850
Hoxton Planning & Management
West Virginia
$262K -$10.3K -70 -4%
72 73
74
75 76