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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWI
1851
Facet Wealth Inc
Maryland
$262K +$243K +1,648 New
FA
1852
FDx Advisors
Illinois
$261K -$100K -680 -30%
AAG
1853
Armstrong Advisory Group
Massachusetts
$260K – – –
GKWIM
1854
Gerber Kawasaki Wealth & Investment Management
California
$260K +$241K +1,633 New
GGI
1855
Godsey & Gibb Inc
Virginia
$258K -$18.3K -124 -7%
SFB
1856
STAR Financial Bank
Indiana
$257K -$11.2K -76 -4%
SGFG
1857
Silver Grove Financial Group
New York
$257K +$238K +1,614 New
LWM
1858
LJI Wealth Management
Indiana
$256K -$38.2K -259 -14%
CW
1859
Channel Wealth
California
$255K -$148 -1 -0.1%
EBSAM
1860
Eubel Brady & Suttman Asset Management
Ohio
$255K +$1.03K +7 +0.4%
MTWM
1861
Masso Torrence Wealth Management
New Jersey
$254K – – –
CAS
1862
CTC Alternative Strategies
Illinois
$254K -$76.8K -520 -25%
GPFA
1863
Game Plan Financial Advisors
Ohio
$254K – – –
MFS
1864
McNamara Financial Services
Massachusetts
$254K – – –
OCM
1865
Objective Capital Management
Ohio
$254K – – –
FCA
1866
FLC Capital Advisors
California
$254K – – –
FWP
1867
Fiduciary Wealth Partners
Massachusetts
$252K +$234K +1,585 New
WTB
1868
Washington Trust Bank
Washington
$250K – – –
FNC
1869
First National Corp
Massachusetts
$250K -$7.97K -54 -3%
SSC
1870
Syverson Strege & Co
Iowa
$250K -$46.8K -317 -17%
TFM
1871
TFC Financial Management
Massachusetts
$250K +$1.33K +9 +0.6%
BBW
1872
Blue Barn Wealth
Utah
$249K +$1.62K +11 +0.7%
EL
1873
EWA LLC
Pennsylvania
$249K +$8.86K +60 +4%
HL
1874
HeadInvest LLC
Maine
$249K -$17.7K -120 -7%
HFM
1875
Harvest Fund Management
China
$249K – – –
73 74
75
76 77