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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFG
2176
Beto Financial Group
Idaho
$210K +$189K +1,135 New
FWTB
2177
First Western Trust Bank
Colorado
$210K +$197K +1,183 New
TFCP
2178
Twin Focus Capital Partners
Massachusetts
$210K +$197K +1,183 New
MCC
2179
Money Concepts Capital
Florida
$210K +$197K +1,182 New
EWA
2180
Evolution Wealth Advisors
Florida
$209K -$43K -258 -18%
SI
2181
Seeds Investor
New York
$209K +$196K +1,177 New
1WM
2182
1900 Wealth Management
Texas
$208K +$195K +1,172 New
VP
2183
Verum Partners
North Carolina
$207K +$195K +1,168 New
KIM
2184
Kestra Investment Management
Texas
$207K +$195K +1,167 New
SWA
2185
Strategic Wealth Advisors
Arizona
$207K +$195K +1,170 New
SAM
2186
Sherman Asset Management
California
$206K – – –
WAAG
2187
Wealth Alliance Advisory Group
Kansas
$206K +$193K +1,158 New
WJA
2188
Willis Johnson & Associates
Texas
$205K +$193K +1,157 New
ST
2189
Spinnaker Trust
Maine
$205K +$193K +1,157 New
PAG
2190
Paladin Advisory Group
Iowa
$205K – – –
WI
2191
Wedgewood Investors
Pennsylvania
$205K +$193K +1,155 New
CPW
2192
Cogent Private Wealth
Florida
$205K +$192K +1,152 New
W
2193
Wealthquest
Ohio
$205K +$192K +1,152 New
JSC
2194
Jackson Square Capital
California
$204K +$192K +1,151 New
UPS
2195
UHLMANN PRICE SECURITIES
Illinois
$204K -$35.9K -215 -16%
TA
2196
TPG Advisors
Illinois
$204K +$192K +1,150 New
AWM
2197
Aviso Wealth Management
Washington
$203K +$191K +1,146 New
KWA
2198
Kellett Wealth Advisors
Ohio
$203K +$191K +1,145 New
OC
2199
Oarsman Capital
Wisconsin
$203K +$190K +1,141 New
NAMNJ
2200
NorthStar Asset Management (New Jersey)
New Jersey
$202K +$190K +1,140 New
86 87
88
89 90