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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
2676
IMG Wealth Management
Florida
$18K +$8.91K +45 +110%
PP
2677
Pacifica Partners
Canada
$17.5K – – –
PSFG
2678
Park Square Financial Group
Georgia
$16.5K -$5.74K -29 -27%
BH
2679
Burk Holdings
Oklahoma
$16.5K – – –
CTWM
2680
Cherry Tree Wealth Management
Minnesota
$16.3K – – –
CTB
2681
Country Trust Bank
Illinois
$15.9K – – –
FGC
2682
Financial Gravity Companies
Texas
$14.6K +$13.9K +70 New
SA
2683
Strategic Advocates
Utah
$13.4K +$6.93K +35 +121%
BW
2684
Basepoint Wealth
Iowa
$13.4K +$792 +4 +7%
FRA
2685
Front Row Advisors
California
$12.9K – – –
TCM
2686
TD Capital Management
Tennessee
$12.8K – – –
GFA
2687
Godfrey Financial Associates
New York
$12.8K +$3.37K +17 +39%
HIW
2688
Holos Integrated Wealth
Pennsylvania
$12.4K – – –
LC
2689
Lavaca Capital
Texas
$12.1K -$881K -4,450 -99%
CWA
2690
Carolina Wealth Advisors
South Carolina
$12.1K – – –
BCV
2691
Banque Cantonale Vaudoise
Switzerland
$12.1K -$4.28M -21,633 -27%
IRAG
2692
Investment Research & Advisory Group
Georgia
$11.9K – – –
DF
2693
Downshift Financial
Colorado
$11.9K +$11.3K +57 New
YAL
2694
Your Advocates Ltd
Texas
$11.7K – – –
GSEP
2695
Golden State Equity Partners
California
$11.3K -$2.72M -13,712 -100%
MIM
2696
Marshall Investment Management
Colorado
$11.3K +$10.7K +54 New
RIAS
2697
Rachor Investment Advisory Services
Michigan
$10.7K – – –
OAG
2698
Oakmont Advisory Group
New Mexico
$10.7K +$10.1K +51 New
MAS
2699
MPWM Advisory Solutions
Georgia
$10.7K – – –
RCM
2700
Richardson Capital Management
Wisconsin
$10.5K -$1.78K -9 -15%
106 107
108
109 110