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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NOI
2551
Newton One Investments
Delaware
$74.2K +$70.3K +355 New
AA
2552
Addison Advisors
Vermont
$73.4K -$933K -4,710 -93%
GCP
2553
Gill Capital Partners
Colorado
$71.7K – – –
1CP
2554
1015 Capital Partners
Pennsylvania
$70.9K – – –
DFA
2555
DHJJ Financial Advisors
Illinois
$70.7K – – –
NF
2556
Napier Financial
Massachusetts
$70.7K -$1.39K -7 -2%
FNWA
2557
Financial Network Wealth Advisors
Utah
$70K -$4.95K -25 -7%
MCA
2558
McGuire Capital Advisors
Oklahoma
$69.2K +$7.13K +36 +12%
HFS
2559
Horizon Financial Services
North Carolina
$68.4K +$30.3K +153 +88%
SIM
2560
Synergy Investment Management
Florida
$68.2K +$48.1K +243 +267%
LF
2561
LifeSteps Financial
California
$65.6K +$62.2K +314 New
BCM
2562
Boreal Capital Management
Florida
$64.8K – – –
FMB
2563
Field & Main Bank
Kentucky
$64.8K +$61.4K +310 New
MSG
2564
Main Street Group
Virginia
$64.2K – – –
RF
2565
Rossby Financial
Florida
$63.8K +$13.3K +67 +28%
AIM
2566
Access Investment Management
Georgia
$63.3K – – –
EWM
2567
Evermay Wealth Management
Virginia
$63.3K +$45.5K +230 +315%
MCA
2568
Maryland Capital Advisors
Maryland
$63.3K +$60K +303 New
EFMH
2569
E Fund Management (HK)
Hong Kong
$62.9K +$34.7K +175 +139%
SMFG
2570
Sumitomo Mitsui Financial Group
Japan
$62.7K +$59.4K +300 New
PMFA
2571
Plante Moran Financial Advisors
Michigan
$62.2K +$9.31K +47 +19%
KG
2572
Kilter Group
New York
$60.4K -$9.51K -48 -14%
PP
2573
Paladin Partners
Wisconsin
$60.4K – – –
EWP
2574
Elevation Wealth Partners
California
$60.2K +$27.7K +140 +95%
AT
2575
Arlington Trust
Alabama
$59.8K +$8.32K +42 +17%
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103
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