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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1926
LJI Wealth Management
Indiana
$308K – – –
SFS
1927
Sharp Financial Services
Pennsylvania
$307K +$323K +1,866 New
SPC
1928
Spirepoint Private Client
Florida
$306K -$2.08K -12 -0.6%
GIM
1929
Gold Investment Management
Alberta, Canada
$305K – – –
TWM
1930
TopTier Wealth Management
Wisconsin
$305K -$28K -162 -8%
WCFA
1931
Walkner Condon Financial Advisors
Wisconsin
$304K +$8.83K +51 +3%
BWM
1932
BKM Wealth Management
Wisconsin
$304K – – –
LI
1933
Lafayette Investments
Maryland
$304K – – –
HCWM
1934
Hidden Cove Wealth Management
Washington
$304K +$10.9K +63 +4%
OCM
1935
Objective Capital Management
Ohio
$303K +$41.6K +240 +15%
HFP
1936
Holistic Financial Partners
Indiana
$303K +$10.4K +60 +3%
JFGLC
1937
Johnson Financial Group LLC (Colorado)
Colorado
$303K +$110K +638 +53%
FWA
1938
FSM Wealth Advisors
Ohio
$303K -$11.9K -69 -4%
TSMHT
1939
Thurston Springer Miller Herd & Titak
Indiana
$303K -$55.2K -319 -15%
KBFS
1940
Kohmann Bosshard Financial Services
Ohio
$301K – – –
PSCM
1941
Per Stirling Capital Management
Texas
$301K +$30.6K +177 +11%
BWM
1942
BlackDiamond Wealth Management
New York
$301K -$2.6K -15 -0.8%
PTFIS
1943
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$301K – – –
SWM
1944
Silverlake Wealth Management
Vermont
$301K -$24.9K -144 -7%
DOA
1945
D'Orazio & Associates
Virginia
$300K -$346 -2 -0.1%
PK
1946
Pflug Koory
Nebraska
$300K – – –
NWM
1947
Nolet Wealth Management
Texas
$300K – – –
BPW
1948
Bingham Private Wealth
California
$300K +$14K +81 +5%
CWS
1949
Confluence Wealth Services
Pennsylvania
$300K +$54K +312 +21%
TWP
1950
Tyche Wealth Partners
Texas
$299K -$7.79K -45 -2%
76 77
78
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