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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
1926
August Group Capital
$324K +$305K +1,826 New
PK
1927
Pflug Koory
Nebraska
$324K – – –
NWM
1928
Nolet Wealth Management
Texas
$324K +$304K +1,824 New
AI
1929
Auour Investments
Massachusetts
$323K – – –
SAM
1930
Secure Asset Management
Michigan
$323K +$21.7K +130 +8%
VW
1931
Vantus Wealth
Pennsylvania
$322K +$303K +1,816 New
WAG
1932
Wallace Advisory Group
California
$322K -$177K -1,059 -37%
TW
1933
Tempo Wealth
Ohio
$322K +$302K +1,811 New
XPN
1934
XY Planning Network
Montana
$321K +$24.9K +149 +9%
DDC
1935
DF Dent & Co
Maryland
$320K -$422K -2,528 -58%
WHG
1936
Westwood Holdings Group
Texas
$320K +$25.4K +152 +9%
LCWP
1937
Legacy Capital Wealth Partners
Arkansas
$320K -$12.8K -77 -4%
AIM
1938
Athena Investment Management
California
$320K – – –
DIP
1939
Davis Investment Partners
North Carolina
$320K -$6K -36 -2%
EW
1940
Entruity Wealth
California
$320K – – –
NCM
1941
Neumann Capital Management
California
$320K – – –
RC
1942
Reik & Co
New York
$320K – – –
WCFA
1943
Walkner Condon Financial Advisors
Wisconsin
$319K +$18.5K +111 +7%
RAM
1944
Riggs Asset Management
Pennsylvania
$319K -$1K -6 -0.3%
4WM
1945
49 Wealth Management
Texas
$317K +$7.34K +44 +3%
HCWM
1946
Hidden Cove Wealth Management
Washington
$317K +$20.5K +123 +7%
WP
1947
Westmount Partners
California
$316K +$17K +102 +6%
BAM
1948
Blueshift Asset Management
New Jersey
$316K +$297K +1,780 New
HFP
1949
Holistic Financial Partners
Indiana
$316K – – –
RFM
1950
Royal Fund Management
Florida
$316K -$5.5K -33 -2%
76 77
78
79 80