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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AGC
2076
August Group Capital
$333K -$28.3K -143 -8%
SSG
2077
Summit Securities Group
New York
$332K +$276K +1,392 +703%
BPW
2078
Bingham Private Wealth
California
$332K -$47.1K -238 -13%
BLC
2079
Brown, Lisle/Cummings
Rhode Island
$332K -$9.7K -49 -3%
SSC
2080
Syverson Strege & Co
Iowa
$331K +$32.5K +164 +12%
PAG
2081
Powers Advisory Group
Illinois
$330K +$26.3K +133 +9%
4WM
2082
49 Wealth Management
Texas
$329K -$300K -1,514 -49%
A
2083
Alongside
Texas
$329K +$312K +1,576 New
NQWM
2084
Northwest Quadrant Wealth Management
Oregon
$328K +$594 +3 +0.2%
PHS
2085
Pekin Hardy Strauss
Illinois
$328K – – –
FA
2086
Faithward Advisors
Pennsylvania
$328K +$311K +1,570 New
SMC
2087
Smith, Moore & Co
Missouri
$328K +$198 +1 +0.1%
BWAM
2088
Boyd Watterson Asset Management
Ohio
$327K -$13.3K -67 -4%
CT
2089
Chicago Trust
Illinois
$327K +$59.4K +300 +24%
AIP
2090
Avail Investment Partners
Pennsylvania
$326K +$47.9K +242 +18%
REMPR
2091
Roof Eidam Maycock Peralta (REMP)
California
$326K – – –
BHC
2092
Bull Harbor Capital
Maryland
$326K +$309K +1,560 New
ISWM
2093
Independent Solutions Wealth Management
New York
$326K +$6.73K +34 +2%
SWM
2094
Silverlake Wealth Management
Vermont
$325K -$53.5K -270 -15%
HPM
2095
Hoxton Planning & Management
West Virginia
$325K -$13.9K -70 -4%
KWA
2096
Kellett Wealth Advisors
Ohio
$325K +$308K +1,555 New
PA
2097
PFG Advisors
Arizona
$325K -$231K -1,167 -43%
JCM
2098
J2 Capital Management
Michigan
$324K -$73.3K -370 -19%
WTB
2099
Washington Trust Bank
Washington
$323K -$12.9K -65 -4%
LC
2100
Landaas & Company
Wisconsin
$323K – – –
82 83
84
85 86