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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
DAS
2076
Diversify Advisory Services
Utah
$240K -$1.86M -10,753 -89%
SA
2077
Sonoma Allocations
California
$239K -$74.4K -430 -23%
CS
2078
Cannell & Spears
New York
$239K +$252K +1,454 New
LWM
2079
Liberty Wealth Management
California
$239K -$39.3K -227 -14%
RWI
2080
Red Wave Investments
Pennsylvania
$239K – – –
LAMC
2081
Longview Asset Management (California)
California
$239K – – –
DM
2082
Diversified Management
Wisconsin
$238K +$15.8K +91 +7%
PAG
2083
Powers Advisory Group
Illinois
$238K +$693 +4 +0.3%
T
2084
TrustBank
Illinois
$238K -$2.08K -12 -0.8%
MCM
2085
Manchester Capital Management
Vermont
$236K +$1.04K +6 +0.4%
OFS
2086
Orrstown Financial Services
Pennsylvania
$236K -$191K -1,104 -43%
EWM
2087
EPG Wealth Management
Georgia
$235K +$1.04K +6 +0.4%
1WA
2088
180 Wealth Advisors
Washington
$235K -$7.1K -41 -3%
TCOO
2089
Trust Company of Oklahoma
Oklahoma
$235K – – –
BMWS
2090
Brady Martz Wealth Solutions
North Dakota
$235K +$247K +1,425 New
HFO
2091
Heritage Family Offices
Arizona
$235K +$247K +1,425 New
MF
2092
Meridian Financial
Massachusetts
$234K – – –
PFM
2093
Patton Fund Management
Texas
$234K +$22K +127 +10%
SSC
2094
Syverson Strege & Co
Iowa
$233K -$7.62K -44 -3%
LTI
2095
Laffer Tengler Investments
Tennessee
$233K -$80.2K -463 -25%
RMC
2096
Resources Management Corp
Connecticut
$233K – – –
SHGA
2097
Sand Hill Global Advisors
California
$233K +$245K +1,415 New
WPP
2098
Whalerock Point Partners
Rhode Island
$232K – – –
SIG
2099
Sargent Investment Group
Maryland
$232K +$3.81K +22 +2%
TWM
2100
Tortuga Wealth Management
California
$232K +$10K +58 +4%
82 83
84
85 86