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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LFP
1951
Leeward Financial Partners
Washington
$315K -$33.5K -201 -10%
BSG
1952
Black Swift Group
Colorado
$315K – – –
WA
1953
WealthTrust Axiom
Pennsylvania
$314K – – –
CBT
1954
Central Bank & Trust
Kentucky
$314K +$9.68K +58 +3%
OPTFSNA
1955
Old Point Trust & Financial Services N A
Virginia
$314K +$74.7K +448 +34%
EL
1956
EWA LLC
Pennsylvania
$314K +$33.2K +199 +13%
HL
1957
HeadInvest LLC
Maine
$314K +$33.2K +199 +13%
BO
1958
Bank OZK
Arkansas
$313K – – –
OFS
1959
OneAscent Financial Services
Alabama
$313K -$5K -30 -2%
CCAM
1960
Cascades Capital Asset Management
North Carolina
$312K +$293K +1,756 New
MWM
1961
Maltin Wealth Management
New Jersey
$311K +$2.67K +16 +0.9%
SEP
1962
Southland Equity Partners
Missouri
$310K -$1.83K -11 -0.6%
BPW
1963
Bingham Private Wealth
California
$310K +$291K +1,744 New
CCA
1964
Carrera Capital Advisors
Michigan
$309K +$11.5K +69 +4%
GFA
1965
Grunden Financial Advisory
Texas
$309K – – –
PWP
1966
Precedent Wealth Partners
Texas
$309K +$14.3K +86 +5%
VEA
1967
Virtus ETF Advisers
New York
$308K -$11.3K -68 -4%
CCG
1968
Catalina Capital Group
California
$307K +$1.67K +10 +0.6%
RPWA
1969
Regent Peak Wealth Advisors
Georgia
$307K +$10.3K +62 +4%
MWM
1970
Massachusetts Wealth Management
Massachusetts
$306K -$4.17K -25 -1%
WAM
1971
Weatherly Asset Management
California
$306K +$1.5K +9 +0.5%
NCM
1972
Noesis Capital Mangement
Florida
$304K +$8.17K +49 +3%
PPC
1973
Park Place Capital
Alabama
$304K -$5.17K -31 -2%
CMBA
1974
C.M. Bidwell & Associates
Hawaii
$303K +$285K +1,708 New
KFGK
1975
Keystone Financial Group (Kentucky)
Kentucky
$303K +$1.17K +7 +0.4%
77 78
79
80 81