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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
2126
Oxbow Advisors
Texas
$313K +$296K +1,496 New
XF
2127
XML Financial
Maryland
$311K – – –
KCM
2128
Kanawha Capital Management
Virginia
$311K +$5.74K +29 +2%
AWAG
2129
ARS Wealth Advisors Group
Florida
$311K +$294K +1,487 New
TWM
2130
Tortuga Wealth Management
California
$311K +$15.4K +78 +6%
PRP
2131
Peak Retirement Planning
Ohio
$311K +$37.2K +188 +14%
APW
2132
Allied Private Wealth
Florida
$311K +$282K +1,423 New
ZIC
2133
ZWJ Investment Counsel
Georgia
$310K +$294K +1,483 New
TCOO
2134
Trust Company of Oklahoma
Oklahoma
$309K +$10.7K +54 +4%
PWP
2135
Parkwoods Wealth Partners
New York
$309K +$293K +1,478 New
BW
2136
Bravera Wealth
North Dakota
$308K -$15.4K -78 -5%
PG
2137
Patten Group
Tennessee
$308K +$39K +197 +15%
JRPIM
2138
Journey Retirement Planning & Investment Management
Idaho
$308K – – –
SIG
2139
Sargent Investment Group
Maryland
$307K +$11.9K +60 +4%
QL
2140
Quarry LP
New York
$306K +$254K +1,284 +713%
LRIC
2141
Long Road Investment Counsel
Michigan
$305K – – –
AIC
2142
Argus Investors Counsel
New York
$305K -$137K -690 -32%
MWM
2143
MinichMacGregor Wealth Management
New York
$304K -$52.7K -266 -15%
PIP
2144
Peachtree Investment Partners
Florida
$304K +$288K +1,453 New
RWI
2145
Red Wave Investments
Pennsylvania
$304K – – –
LAMC
2146
Longview Asset Management (California)
California
$303K – – –
WAU
2147
Wellington-Altus USA
Manitoba, Canada
$302K -$62.6K -316 -15%
T
2148
TrustBank
Illinois
$302K – – –
EWM
2149
EPG Wealth Management
Georgia
$300K +$990 +5 +0.3%
FA
2150
Fiducient Advisors
Illinois
$300K -$21.8K -110 -7%
84 85
86
87 88