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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2326
Warburton Capital Management
Oklahoma
$223K +$212K +1,069 New
MCM
2327
Massar Capital Management
Connecticut
$223K +$211K +1,066 New
KWS
2328
Keystone Wealth Services
California
$222K +$211K +1,063 New
PFM
2329
Phillips Financial Management
Indiana
$222K +$210K +1,062 New
EMC
2330
Everest Management Corp
California
$221K +$210K +1,059 New
VFP
2331
Vilga Financial Planning
New Jersey
$221K +$210K +1,058 New
GWM
2332
GSB Wealth Management
Connecticut
$221K +$209K +1,057 New
GPI
2333
General Partner Inc
Pennsylvania
$221K – – –
TFP
2334
Tilia Fiduciary Partners
North Carolina
$221K +$209K +1,057 New
BWL
2335
Bogart Wealth LLC
Virginia
$221K +$20.6K +104 +11%
CRIG
2336
Charter Research & Investment Group
Connecticut
$220K +$209K +1,054 New
CCMG
2337
Connecticut Capital Management Group
Connecticut
$220K +$209K +1,053 New
IWP
2338
Invenio Wealth Partners
Florida
$220K +$209K +1,053 New
SSW
2339
Smith Shellnut Wilson
Mississippi
$220K +$208K +1,052 New
SWMG
2340
Sard Wealth Management Group
Georgia
$220K +$208K +1,051 New
ABWM
2341
Alpine Bank Wealth Management
Colorado
$219K +$208K +1,050 New
PNFS
2342
PW Nova Financial Services
Pennsylvania
$219K +$208K +1,050 New
VEA
2343
Virtus ETF Advisers
New York
$219K +$3.17K +16 +2%
PCG
2344
PFC Capital Group
California
$219K +$208K +1,050 New
JC
2345
Jacobs & Co
California
$219K +$208K +1,052 New
CWM
2346
Concentrum Wealth Management
California
$219K +$207K +1,047 New
IAMOG
2347
Investors Asset Management of Georgia
Georgia
$219K +$207K +1,047 New
MW
2348
Maia Wealth
Colorado
$219K +$207K +1,047 New
OIS
2349
Okabena Investment Services
Minnesota
$218K +$207K +1,044 New
VW
2350
Vance Wealth
California
$217K +$206K +1,040 New
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