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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OPF
2226
Old Peak Finance
North Carolina
$265K +$251K +1,268 New
OC
2227
Oarsman Capital
Wisconsin
$265K +$251K +1,267 New
FA
2228
Fortis Advisors
Pennsylvania
$265K +$1.39K +7 +0.6%
FMII
2229
Farmers & Merchants Investments Inc
Nebraska
$265K +$17.2K +87 +7%
AOWM
2230
Asset One Wealth Management
Washington
$264K -$594 -3 -0.3%
KFA
2231
Kelleher Financial Advisors
New York
$264K +$107K +541 +75%
SFG
2232
SNS Financial Group
Minnesota
$264K +$250K +1,262 New
FCM
2233
Fortis Capital Management
Washington
$263K +$250K +1,260 New
EWA
2234
Encompass Wealth Advisors
Oregon
$263K +$249K +1,259 New
APFP
2235
Action Point Financial Planning
Michigan
$263K +$250K +1,261 New
XWL
2236
XXI Wealth LLC
Illinois
$261K +$1.39K +7 +0.6%
SC
2237
Stephenson & Company
California
$261K – – –
LF
2238
Lantz Financial
Illinois
$261K -$1.98K -10 -0.8%
LCM
2239
Leisure Capital Management
California
$260K – – –
LI
2240
LRI Investments
Florida
$260K +$75.3K +380 +44%
RWA
2241
Reicon Wealth Advisors
Georgia
$260K +$2.38K +12 +1%
BW
2242
Blalock Williams
Alabama
$260K +$246K +1,242 New
TCWM
2243
Total Clarity Wealth Management
Illinois
$259K -$16K -81 -6%
WAM
2244
Walker Asset Management
Missouri
$259K +$792 +4 +0.3%
IF
2245
IRON Financial
Illinois
$258K +$1.78K +9 +0.7%
WAM
2246
Worth Asset Management
Texas
$258K +$244K +1,234 New
BI
2247
Ballast Inc
Kentucky
$257K +$244K +1,230 New
SFG
2248
Sunburst Financial Group
Alabama
$256K – – –
TFGT
2249
TS Financial Group (TSFG)
Illinois
$256K +$30.5K +154 +14%
RF
2250
Robinswood Financial
Washington
$254K +$1.19K +6 +0.5%
88 89
90
91 92