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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CSA
2251
Cottage Street Advisors
Massachusetts
$248K -$17.4K -88 -7%
CWM
2252
Compass Wealth Management
Connecticut
$248K +$234K +1,184 New
CWMA
2253
Capstone Wealth Management (Alabama)
Alabama
$247K +$234K +1,182 New
WMA
2254
William Mack & Associates
Michigan
$246K +$233K +1,178 New
SI
2255
Saxon Interests
Texas
$246K -$19.6K -99 -8%
KC
2256
Knuff & Co
California
$246K +$233K +1,175 New
NPT
2257
National Philanthropic Trust
Pennsylvania
$246K +$233K +1,175 New
SA
2258
Sonoma Allocations
California
$245K -$53.5K -270 -19%
MAG
2259
M3 Advisory Group
Massachusetts
$245K +$232K +1,173 New
HWA
2260
HHM Wealth Advisors
Tennessee
$245K +$20.4K +103 +10%
EWA
2261
Evolution Wealth Advisors
Florida
$244K +$231K +1,166 New
MWA
2262
Motive Wealth Advisors
Michigan
$243K -$27.9K -141 -11%
SAM
2263
Sherman Asset Management
California
$243K – – –
DWM
2264
Ducere Wealth Management
California
$242K +$230K +1,159 New
AFM
2265
Armstrong Fleming & Moore
District of Columbia
$242K +$229K +1,158 New
CA
2266
CGN Advisors
Kansas
$242K +$229K +1,158 New
WI
2267
Wedgewood Investors
Pennsylvania
$241K +$229K +1,155 New
GWM
2268
GK Wealth Management
Nevada
$241K +$229K +1,154 New
GC
2269
Garde Capital
Washington
$241K +$228K +1,153 New
OL
2270
one8zero8 LLC
North Carolina
$240K -$19.8K -100 -8%
TA
2271
TPG Advisors
Illinois
$240K +$228K +1,150 New
WF
2272
Whelan Financial
California
$240K +$228K +1,149 New
FA
2273
Fountainhead AM
New Jersey
$240K -$29.7K -150 -12%
LWM
2274
Liberty Wealth Management
California
$239K – – –
SGK
2275
Steigerwald Gordon & Koch
Virginia
$239K +$11.3K +57 +5%
89 90
91
92 93