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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
2551
Evermay Wealth Management
Virginia
$63.3K +$45.5K +230 +315%
MCA
2552
Maryland Capital Advisors
Maryland
$63.3K +$60K +303 New
EFMH
2553
E Fund Management (HK)
Hong Kong
$62.9K +$34.7K +175 +139%
SMFG
2554
Sumitomo Mitsui Financial Group
Japan
$62.7K +$59.4K +300 New
PMFA
2555
Plante Moran Financial Advisors
Michigan
$62.2K +$9.31K +47 +19%
KG
2556
Kilter Group
New York
$60.4K -$9.51K -48 -14%
PP
2557
Paladin Partners
Wisconsin
$60.4K – – –
EWP
2558
Elevation Wealth Partners
California
$60.2K +$27.7K +140 +95%
AT
2559
Arlington Trust
Alabama
$59.8K +$8.32K +42 +17%
MWA
2560
Miller Wealth Advisors
Colorado
$59.6K – – –
AW
2561
Avion Wealth
Texas
$59K +$9.7K +49 +21%
NWM
2562
Nova Wealth Management
Florida
$58.2K +$28.9K +146 +111%
CJ
2563
Caitlin John
Michigan
$57.9K +$46.1K +233 +530%
TCM
2564
Triumph Capital Management
Colorado
$57.8K +$396 +2 +0.7%
HPBT
2565
Hickory Point Bank & Trust
Illinois
$56.6K – – –
MO
2566
McMillan Office
Michigan
$55.8K – – –
BTC
2567
Bank & Trust Company
Illinois
$55.4K – – –
PF
2568
PlanVest Financial
Maryland
$54.4K – – –
Q1WB
2569
Quest 10 Wealth Builders
Virginia
$52.6K +$396 +2 +0.8%
DF
2570
Dunhill Financial
United Kingdom
$51.5K +$14.1K +71 +41%
AWM
2571
Activest Wealth Management
Florida
$50.9K -$75.1K -379 -61%
HWP
2572
Highline Wealth Partners
California
$50.3K +$9.51K +48 +25%
DCM
2573
Davis Capital Management
Florida
$49.5K +$5.15K +26 +12%
FIM
2574
FWL Investment Management
Texas
$49.5K +$46.9K +237 New
BFP
2575
Birchwood Financial Partners
Minnesota
$49.3K – – –
101 102
103
104 105