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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1876
Traynor Capital Management
Pennsylvania
$348K +$78.6K +471 +32%
GHA
1877
Granite Harbor Advisors
Texas
$347K -$7.84K -47 -2%
NAM
1878
NTV Asset Management
West Virginia
$346K -$49.7K -298 -13%
TCMP
1879
Thrive Capital Management (Pennsylvania)
Pennsylvania
$345K +$19.2K +115 +6%
LAM
1880
Lifestyle Asset Management
Texas
$345K +$15.5K +93 +5%
SSA
1881
Schonfeld Strategic Advisors
New York
$344K +$323K +1,936 New
CWMK
1882
Caliber Wealth Management (Kansas)
Kansas
$342K +$35.9K +215 +13%
NRS
1883
Neville Rodie & Shaw
New York
$342K – – –
SA
1884
Sonoma Allocations
California
$342K +$309K +1,852 New
RAM
1885
Reflection Asset Management
South Carolina
$341K +$320K +1,919 New
WMA
1886
Wealth Management Associates
New Jersey
$340K – – –
PWAM
1887
Private Wealth Asset Management
Iowa
$340K +$28K +168 +10%
KCM
1888
Kanawha Capital Management
Virginia
$340K – – –
ACC
1889
Acorn Creek Capital
Colorado
$339K +$5K +30 +2%
FWA
1890
FSM Wealth Advisors
Ohio
$339K +$17.7K +106 +6%
CC
1891
Chicago Capital
Illinois
$339K +$5.34K +32 +2%
RWA
1892
Reicon Wealth Advisors
Georgia
$337K +$317K +1,900 New
LC
1893
LCNB Corp
Ohio
$337K – – –
GAM
1894
Gemmer Asset Management
California
$337K – – –
RWP
1895
Revolve Wealth Partners
New Jersey
$336K +$13K +78 +4%
BWM
1896
BlackDiamond Wealth Management
New York
$336K +$500 +3 +0.2%
JC
1897
JB Capital
Connecticut
$336K +$834 +5 +0.3%
BL
1898
Balentine LLC
Georgia
$334K -$10.7K -64 -3%
LTI
1899
Laffer Tengler Investments
Tennessee
$334K +$314K +1,880 New
GKWIM
1900
Gerber Kawasaki Wealth & Investment Management
California
$333K +$40.7K +244 +15%
74 75
76
77 78