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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2176
Solidarity Wealth
Utah
$282K +$267K +1,349 New
TFS
2177
Thoroughbred Financial Services
Tennessee
$281K +$11.9K +60 +5%
RW
2178
RVW Wealth
California
$281K – – –
SMA
2179
Seven Mile Advisory
New Jersey
$280K -$92.3K -466 -26%
CCWM
2180
Cassaday & Co Wealth Management
Virginia
$280K -$1.78K -9 -0.7%
GC
2181
GatePass Capital
Ohio
$279K +$10.3K +52 +4%
SFG
2182
Shum Financial Group
California
$278K -$1.39K -7 -0.5%
MCC
2183
Money Concepts Capital
Florida
$277K +$15.2K +77 +6%
BWCS
2184
Beirne Wealth Consulting Services
Connecticut
$276K -$59.4K -300 -19%
PCM
2185
Pointe Capital Management
Michigan
$275K – – –
RFM
2186
Royal Fund Management
Florida
$275K -$39.6K -200 -13%
HCMG
2187
Howard Capital Management Group
California
$275K – – –
OIS
2188
OneAscent Investment Solutions
Alabama
$275K +$261K +1,316 New
CFA
2189
Capstone Financial Advisors
Illinois
$275K +$6.34K +32 +2%
FVWA
2190
Foster Victor Wealth Advisors
South Carolina
$274K -$54.3K -274 -19%
CAP
2191
Cordoba Advisory Partners
New York
$274K +$260K +1,311 New
PS
2192
Planned Solutions
California
$274K +$10.5K +53 +4%
AWM
2193
Aviso Wealth Management
Washington
$273K +$259K +1,306 New
ABTD
2194
Arvest Bank Trust Division
Oklahoma
$273K +$17.4K +88 +7%
PSB
2195
Piscataqua Savings Bank
New Hampshire
$273K -$7.92K -40 -3%
BGAI
2196
Bruce G. Allen Investments
Colorado
$272K -$37.2K -188 -13%
GPW
2197
Genesis Private Wealth
Virginia
$272K +$14.7K +74 +6%
CFA
2198
Cahill Financial Advisors
Minnesota
$272K +$257K +1,300 New
CG
2199
CFO4Life Group
Texas
$272K +$12.3K +62 +5%
EWA
2200
Eagle Wealth Advisors
Connecticut
$272K +$13.7K +69 +6%
86 87
88
89 90