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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
1L
2601
10Elms LLP
Oklahoma
$42.2K – – –
BHWM
2602
Beaird Harris Wealth Management
Texas
$42.2K – – –
CAM
2603
Close Asset Management
United Kingdom
$42K – – –
MIM
2604
MTM Investment Management
South Carolina
$41.8K – – –
SNBOSCI
2605
Security National Bank of Sioux City Iowa
Iowa
$41.8K +$39.6K +200 New
T2I
2606
Turim 21 Investimentos
Brazil
$40.6K – – –
EWM
2607
Evolution Wealth Management
Florida
$40.6K +$10.1K +51 +36%
WAG
2608
Wilkerson Advisory Group
Missouri
$40.3K -$3.37K -17 -8%
IWP
2609
IAG Wealth Partners
Wisconsin
$39.7K -$27.7K -140 -42%
B
2610
Bayban
Minnesota
$39.3K – – –
CWP
2611
Clark Wealth Partners
Illinois
$38.8K +$396 +2 +1%
STB
2612
S&T Bank
Pennsylvania
$38.7K +$10.3K +52 +39%
BC
2613
Broadwater Capital
Massachusetts
$38.3K – – –
NWMP
2614
Noble Wealth Management PBC
Colorado
$37.8K +$990 +5 +3%
BFS
2615
Bare Financial Services
Pennsylvania
$37.2K +$18K +91 +105%
AIC
2616
Archer Investment Corporation
Indiana
$36.7K +$198 +1 +0.6%
NWS
2617
Nvest Wealth Strategies
Ohio
$36.6K -$48.1K -243 -58%
RWM
2618
Rialto Wealth Management
New York
$36.2K +$12.9K +65 +60%
EP
2619
Essential Partners
California
$36K +$5.74K +29 +20%
WIM
2620
Westside Investment Management
California
$35.7K – – –
HFG
2621
Harborfront Financial Group
Michigan
$35.4K +$33.5K +169 New
EF
2622
Entrust Financial
Pennsylvania
$34.9K -$3.17K -16 -9%
SVCP
2623
Silicon Valley Capital Partners
California
$34.2K +$198 +1 +0.6%
BHWM
2624
Bay Harbor Wealth Management
Maryland
$34.1K +$10.7K +54 +50%
BF
2625
Brooklyn FI
New York
$33.9K +$30.7K +155 New
103 104
105
106 107