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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
2301
Centurion Wealth Management
Virginia
$236K -$102K -517 -31%
HWM
2302
Hohimer Wealth Management
Washington
$236K +$223K +1,127 New
GA
2303
GSG Advisors
New Jersey
$235K +$223K +1,125 New
FA
2304
FDx Advisors
Illinois
$235K -$73.3K -370 -25%
HA
2305
Hofer & Associates
California
$235K +$223K +1,124 New
CWM
2306
CCG Wealth Management
California
$235K +$223K +1,124 New
SFPG
2307
Stonebridge Financial Planning Group
Florida
$234K +$222K +1,120 New
SG
2308
Strid Group
Pennsylvania
$234K +$221K +1,118 New
TTWM
2309
TCV Trust & Wealth Management
Virginia
$233K +$221K +1,116 New
NPF
2310
Norris Perne & French
Michigan
$233K +$221K +1,115 New
GIPW
2311
Granite Islands Private Wealth
Connecticut
$233K +$224K +1,130 New
CFP
2312
Curran Financial Partners
South Carolina
$233K +$221K +1,114 New
DTC
2313
Davidson Trust Company
Washington
$232K +$220K +1,112 New
CT
2314
Colonial Trust
South Carolina
$231K -$23.2K -117 -10%
FPGK
2315
Financial Partners Group (Kansas)
Kansas
$230K +$218K +1,102 New
IA
2316
Inspire Advisors
Idaho
$230K +$218K +1,101 New
MEG
2317
Millstone Evans Group
Colorado
$230K +$3.56K +18 +2%
FWTB
2318
First Western Trust Bank
Colorado
$230K +$218K +1,101 New
ECM
2319
Estabrook Capital Management
New York
$230K +$198K +1,000 +1,000%
BEW
2320
Burton Enright Welch
California
$230K +$218K +1,100 New
CAS
2321
CTC Alternative Strategies
Illinois
$230K +$218K +1,100 New
UWPG
2322
Ullmann Wealth Partners Group
Florida
$229K +$217K +1,098 New
DWP
2323
Destiny Wealth Partners
Florida
$229K +$166K +837 +335%
MSWM
2324
McGlone Suttner Wealth Management
Wisconsin
$229K +$216K +1,093 New
LAS
2325
LWM Advisory Services
Florida
$228K +$216K +1,093 New
91 92
93
94 95