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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1851
Investment Partners
Ohio
$342K +$346 +2 +0.1%
FBFS
1852
First Business Financial Services
Wisconsin
$342K – – –
BSB
1853
Bangor Savings Bank
Maine
$340K -$4.85K -28 -1%
BFA
1854
Beaumont Financial Advisors
Massachusetts
$339K +$2.08K +12 +0.6%
KFA
1855
Krane Funds Advisors
New York
$339K +$127K +732 +56%
LA
1856
LexAurum Advisors
Kansas
$339K +$357K +2,061 New
EHC
1857
Everett Harris & Co
California
$339K – – –
RPWA
1858
Regent Peak Wealth Advisors
Georgia
$339K +$57.1K +330 +19%
SWIM
1859
Smallwood Wealth Investment Management
New Jersey
$339K – – –
LWM
1860
LeConte Wealth Management
Tennessee
$338K +$10K +58 +3%
CC
1861
Chicago Capital
Illinois
$338K +$25.1K +145 +8%
MWM
1862
Massachusetts Wealth Management
Massachusetts
$337K +$56.3K +325 +19%
AA
1863
ACT Advisors
North Carolina
$337K +$354K +2,045 New
OCA
1864
Odyssey Capital Advisors
Pennsylvania
$336K -$4.67K -27 -1%
HP
1865
Havemeyer Place
Connecticut
$335K +$190K +1,096 +116%
PMG
1866
ProVise Management Group
Florida
$335K +$2.08K +12 +0.6%
RFW
1867
Redwood Family Wealth
Texas
$335K +$352K +2,034 New
WR
1868
WD Rutherford
Oregon
$335K +$8.83K +51 +3%
TR
1869
Tepp RIA
New Jersey
$334K -$14K -81 -4%
PCP
1870
Proficio Capital Partners
Massachusetts
$334K +$693 +4 +0.2%
MAG
1871
Mayfair Advisory Group
Alabama
$334K – – –
IRP
1872
Investment Research Partners
Pennsylvania
$333K – – –
LAM
1873
Lifestyle Asset Management
Texas
$332K +$12.6K +73 +4%
S
1874
Sunpointe
Missouri
$331K -$16.3K -94 -4%
CWMK
1875
Caliber Wealth Management (Kansas)
Kansas
$330K +$13.8K +80 +4%
73 74
75
76 77