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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TAP
2526
Tounjian Advisory Partners
Florida
$79.9K -$2.43M -12,280 -97%
RF
2527
Roxbury Financial
New Jersey
$79.1K +$198 +1 +0.3%
SW
2528
StrongBox Wealth
Missouri
$79K +$74.9K +378 New
FCT
2529
First Community Trust
Iowa
$78K – – –
JGCM
2530
Joseph Group Capital Management
Ohio
$77.1K +$30.5K +154 +72%
EIM
2531
Essex Investment Management
Massachusetts
$75.9K – – –
ETS
2532
ESL Trust Services
New York
$75.3K – – –
BAM
2533
Byrne Asset Management
New Jersey
$75K +$19.8K +100 +39%
NOI
2534
Newton One Investments
Delaware
$74.2K +$70.3K +355 New
AA
2535
Addison Advisors
Vermont
$73.4K -$933K -4,710 -93%
GCP
2536
Gill Capital Partners
Colorado
$71.7K – – –
1CP
2537
1015 Capital Partners
Pennsylvania
$70.9K – – –
WG
2538
Wellington Group
Indiana
$70.8K – – –
DFA
2539
DHJJ Financial Advisors
Illinois
$70.7K – – –
NF
2540
Napier Financial
Massachusetts
$70.7K -$1.39K -7 -2%
FNWA
2541
Financial Network Wealth Advisors
Utah
$70K -$4.95K -25 -7%
MCA
2542
McGuire Capital Advisors
Oklahoma
$69.2K +$7.13K +36 +12%
HFS
2543
Horizon Financial Services
North Carolina
$68.4K +$30.3K +153 +88%
SIM
2544
Synergy Investment Management
Florida
$68.2K +$48.1K +243 +267%
LF
2545
LifeSteps Financial
California
$65.6K +$62.2K +314 New
BCM
2546
Boreal Capital Management
Florida
$64.8K – – –
FMB
2547
Field & Main Bank
Kentucky
$64.8K +$61.4K +310 New
MSG
2548
Main Street Group
Virginia
$64.2K – – –
RF
2549
Rossby Financial
Florida
$63.8K +$13.3K +67 +28%
AIM
2550
Access Investment Management
Georgia
$63.3K – – –
100 101
102
103 104