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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FGA
2051
Fortis Group Advisors
New Jersey
$264K – – –
FCM
2052
Fortis Capital Management
Washington
$263K +$247K +1,479 New
RA
2053
Ransom Advisory
Rhode Island
$261K – – –
1WA
2054
180 Wealth Advisors
Washington
$260K +$245K +1,467 New
TCM
2055
TABR Capital Management
California
$260K +$245K +1,466 New
SSC
2056
Syverson Strege & Co
Iowa
$260K -$18.3K -110 -7%
LRIC
2057
Long Road Investment Counsel
Michigan
$259K – – –
T
2058
TrustBank
Illinois
$259K +$243K +1,457 New
CRI
2059
Colonial River Investments
Virginia
$259K +$243K +1,457 New
RWI
2060
Red Wave Investments
Pennsylvania
$258K – – –
LAMC
2061
Longview Asset Management (California)
California
$258K +$11.3K +68 +5%
BW
2062
BIP Wealth
Georgia
$257K -$2.67K -16 -1%
HIP
2063
Harrell Investment Partners
Texas
$257K -$11.2K -67 -4%
CFS
2064
Coordinated Financial Services
Colorado
$257K +$13K +78 +6%
LWA
2065
Lineweaver Wealth Advisors
Ohio
$257K +$241K +1,446 New
PAG
2066
Powers Advisory Group
Illinois
$256K +$9.34K +56 +4%
NWA
2067
New World Advisors
Massachusetts
$255K +$22.5K +135 +10%
GA
2068
Goldstein Advisors
Wisconsin
$255K +$8.34K +50 +4%
BGAI
2069
Bruce G. Allen Investments
Colorado
$254K -$16.8K -101 -7%
MCM
2070
Manchester Capital Management
Vermont
$254K +$13.8K +83 +6%
TCOO
2071
Trust Company of Oklahoma
Oklahoma
$253K – – –
EWM
2072
EPG Wealth Management
Georgia
$253K +$5.34K +32 +2%
FWP
2073
Firethorn Wealth Partners
Georgia
$253K +$3.17K +19 +1%
MF
2074
Meridian Financial
Massachusetts
$253K +$3.5K +21 +1%
AFG
2075
ABLE Financial Group
Arizona
$252K +$237K +1,421 New
81 82
83
84 85