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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LGG
1851
Luts & Greenleigh Group
Maryland
$465K -$2.57K -13 -0.6%
CA
1852
COFG Advisors
Illinois
$464K -$20.8K -105 -5%
BCM
1853
Bannerstone Capital Management
Minnesota
$464K +$439K +2,219 New
AMBIA
1854
Allen Mooney & Barnes Investment Advisors
Georgia
$462K +$396 +2 +0.1%
IP
1855
Investment Partners
Ohio
$462K +$26.1K +132 +6%
BBPWM
1856
Blue Bell Private Wealth Management
Pennsylvania
$459K – – –
CFCS
1857
CDM Financial Counseling Services
Connecticut
$459K – – –
TR
1858
Tepp RIA
New Jersey
$459K +$33.5K +169 +8%
NSUP
1859
NLB Skladi upravljanje premozenja
$458K -$4.36K -22 -1%
SB
1860
Sunflower Bank
Texas
$458K +$2.18K +11 +0.5%
PPG
1861
Peak Planning Group
Colorado
$458K +$1.39K +7 +0.3%
RWM
1862
Reston Wealth Management
Virginia
$458K +$1.78K +9 +0.4%
BFA
1863
Beacon Financial Advisory
Ohio
$457K +$19.2K +97 +5%
MFG
1864
Mosaic Financial Group
Illinois
$457K +$990 +5 +0.2%
PWP
1865
Precedent Wealth Partners
Texas
$456K +$88.1K +445 +26%
TIA
1866
TCFG Investment Advisors
California
$456K +$37K +187 +9%
MIM
1867
Macroview Investment Management
Maryland
$456K +$1.19K +6 +0.3%
EL
1868
EWA LLC
Pennsylvania
$456K +$38K +192 +10%
WETS
1869
Wealth Enhancement Trust Services
South Dakota
$455K -$90.3K -456 -17%
LC
1870
LCNB Corp
Ohio
$453K +$6.34K +32 +1%
SL
1871
Summitry LLC
California
$453K +$91.3K +461 +27%
CWA
1872
Canvas Wealth Advisors
Kansas
$453K +$2.38K +12 +0.6%
PEWA
1873
Pacific Excel Wealth Advisors
California
$452K +$428K +2,160 New
HFO
1874
Heritage Family Offices
Arizona
$452K +$146K +735 +52%
PC
1875
PCB Capital
New Jersey
$451K +$7.92K +40 +2%
73 74
75
76 77