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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWA
2276
HHM Wealth Advisors
Tennessee
$245K +$20.4K +103 +10%
EWA
2277
Evolution Wealth Advisors
Florida
$244K +$231K +1,166 New
MWA
2278
Motive Wealth Advisors
Michigan
$243K -$27.9K -141 -11%
SAM
2279
Sherman Asset Management
California
$243K – – –
DWM
2280
Ducere Wealth Management
California
$242K +$230K +1,159 New
CPSAC
2281
Chas P. Smith & Associates (CPS)
Florida
$242K +$229K +1,158 New
AFM
2282
Armstrong Fleming & Moore
District of Columbia
$242K +$229K +1,158 New
CA
2283
CGN Advisors
Kansas
$242K +$229K +1,158 New
WI
2284
Wedgewood Investors
Pennsylvania
$241K +$229K +1,155 New
GWM
2285
GK Wealth Management
Nevada
$241K +$229K +1,154 New
GC
2286
Garde Capital
Washington
$241K +$228K +1,153 New
OL
2287
one8zero8 LLC
North Carolina
$240K -$19.8K -100 -8%
TA
2288
TPG Advisors
Illinois
$240K +$228K +1,150 New
WF
2289
Whelan Financial
California
$240K +$228K +1,149 New
FA
2290
Fountainhead AM
New Jersey
$240K -$29.7K -150 -12%
LWM
2291
Liberty Wealth Management
California
$239K – – –
SGK
2292
Steigerwald Gordon & Koch
Virginia
$239K +$11.3K +57 +5%
CFS
2293
Cannon Financial Strategists
Georgia
$239K +$226K +1,141 New
FAB
2294
First American Bank
Illinois
$239K +$226K +1,141 New
SWM
2295
Stronghold Wealth Management
Florida
$238K +$226K +1,140 New
VP
2296
Verum Partners
North Carolina
$237K +$225K +1,135 New
MFA
2297
Millington Financial Advisors
Illinois
$237K +$218K +1,100 New
VCM
2298
Virtue Capital Management
Tennessee
$236K -$46.3K -234 -17%
LWA
2299
Lineweaver Wealth Advisors
Ohio
$236K +$224K +1,131 New
ISL
2300
Ingalls & Snyder LLC
New York
$236K +$223K +1,127 New
90 91
92
93 94