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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1826
Crusonia Wealth Advisors
Colorado
$375K +$353K +2,114 New
TR
1827
Tepp RIA
New Jersey
$374K – – –
WA
1828
Wealth Alliance
New York
$374K -$30.4K -182 -8%
BFA
1829
Beacon Financial Advisory
Ohio
$374K -$5.84K -35 -2%
S
1830
Sunpointe
Missouri
$374K +$39.7K +238 +13%
FM
1831
Family Management
New York
$374K +$25.9K +155 +8%
PCA
1832
Purkiss Capital Advisors
Connecticut
$374K +$2.5K +15 +0.7%
OFG
1833
Oxford Financial Group
Indiana
$372K -$280K -1,679 -44%
BSB
1834
Bangor Savings Bank
Maine
$372K -$12.2K -73 -3%
MWM
1835
Manske Wealth Management
Texas
$371K -$2.67K -16 -0.8%
NSAM
1836
North Star Asset Management
Wisconsin
$371K -$3.34K -20 -0.9%
AAG
1837
Asset Advisory Group
New Jersey
$370K +$348K +2,084 New
AFPL
1838
Advus Financial Partners, LLC
Florida
$369K -$59.9K -359 -15%
MAG
1839
Mayfair Advisory Group
Alabama
$369K – – –
FBFS
1840
First Business Financial Services
Wisconsin
$369K -$1.33K -8 -0.4%
IP
1841
Investment Partners
Ohio
$368K +$500 +3 +0.1%
KWM
1842
Keebeck Wealth Management
Illinois
$368K +$17K +102 +5%
OCA
1843
Odyssey Capital Advisors
Pennsylvania
$367K +$345K +2,068 New
CAP
1844
Cordoba Advisory Partners
New York
$366K +$344K +2,060 New
EHC
1845
Everett Harris & Co
California
$366K -$12.5K -75 -4%
SWIM
1846
Smallwood Wealth Investment Management
New Jersey
$366K – – –
MWAM
1847
Manhattan West Asset Management
California
$365K -$2K -12 -0.6%
BFA
1848
Beaumont Financial Advisors
Massachusetts
$364K -$61.9K -371 -15%
GEA
1849
Glen Eagle Advisors
New Jersey
$364K -$6.84K -41 -2%
WPW
1850
Warther Private Wealth
Ohio
$363K +$7.17K +43 +2%
72 73
74
75 76