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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2226
Blalock Williams
Alabama
$260K +$246K +1,242 New
TCWM
2227
Total Clarity Wealth Management
Illinois
$259K -$16K -81 -6%
WAM
2228
Walker Asset Management
Missouri
$259K +$792 +4 +0.3%
IF
2229
IRON Financial
Illinois
$258K +$1.78K +9 +0.7%
WAM
2230
Worth Asset Management
Texas
$258K +$244K +1,234 New
BI
2231
Ballast Inc
Kentucky
$257K +$244K +1,230 New
SFG
2232
Sunburst Financial Group
Alabama
$256K – – –
TFGT
2233
TS Financial Group (TSFG)
Illinois
$256K +$30.5K +154 +14%
RF
2234
Robinswood Financial
Washington
$254K +$1.19K +6 +0.5%
ACA
2235
AllStreet Capital Advisors
California
$253K +$240K +1,212 New
UAG
2236
United Advisor Group
Ohio
$253K +$240K +1,210 New
WMWM
2237
Wilkins Miller Wealth Management
Alabama
$253K +$240K +1,210 New
JSAM
2238
J. Safra Asset Management
New York
$253K -$2.18K -11 -0.9%
AFC
2239
Avise Financial Cooperative
California
$253K +$239K +1,209 New
NC
2240
nVerses Capital
Florida
$251K +$238K +1,202 New
TWA
2241
Trace Wealth Advisors
California
$251K +$238K +1,200 New
WTA
2242
Washington Trust Advisors
Massachusetts
$250K +$1.39K +7 +0.6%
UPS
2243
UHLMANN PRICE SECURITIES
Illinois
$250K +$237K +1,198 New
BFG
2244
Beto Financial Group
Idaho
$250K +$7.72K +39 +3%
ST
2245
Spinnaker Trust
Maine
$250K +$237K +1,196 New
SIM
2246
SSI Investment Management
California
$250K +$237K +1,196 New
FF
2247
Friday Financial
Iowa
$250K +$223K +1,125 New
SFS
2248
Stiles Financial Services
Minnesota
$249K +$236K +1,191 New
EC
2249
EdgeRock Capital
Colorado
$248K +$235K +1,186 New
JMFC
2250
J.M. Forbes & Co
Massachusetts
$248K +$235K +1,186 New
88 89
90
91 92