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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFAM
2701
Sawyer Falduto Asset Management
Illinois
$10.5K – – –
T
2702
Tidemark
California
$10.5K – – –
QWM
2703
Quaker Wealth Management
New Jersey
$10K +$396 +2 +4%
HHCP
2704
Hilton Head Capital Partners
South Carolina
$9.82K – – –
SRCM
2705
Signature Resources Capital Management
California
$9.41K – – –
LC
2706
Luminist Capital
Michigan
$9.2K +$8.71K +44 New
SG
2707
Sankala Group
Colorado
$9.1K – – –
BWS
2708
Buck Wealth Strategies
Colorado
$8.99K +$8.52K +43 New
BIM
2709
Breakwater Investment Management
Washington
$8.78K -$23.8K -120 -74%
WA
2710
WestEnd Advisors
North Carolina
$8.78K +$594 +3 +8%
HIA
2711
HFM Investment Advisors
New Jersey
$8.57K +$4.16K +21 +105%
AW
2712
Ankerstar Wealth
Texas
$8.36K – – –
TM
2713
Torren Management
California
$7.84K +$198 +1 +3%
CAM
2714
Costello Asset Management
Pennsylvania
$7.53K – – –
GTAM
2715
Global Trust Asset Management
Florida
$7.32K +$6.93K +35 New
OCM
2716
Osbon Capital Management
Massachusetts
$6.27K – – –
ICCON
2717
Investment Counsel Company of Nevada
Nevada
$5.64K +$5.35K +27 New
APW
2718
Acima Private Wealth
Virginia
$5.43K – – –
CIAS
2719
CBIZ Investment Advisory Services
Ohio
$5.27K – – –
PS
2720
PayPay Securities
Japan
$5.02K -$8.32K -42 -64%
WCM
2721
Westend Capital Management
California
$4.81K -$16.2K -82 -78%
PP
2722
PFS Partners
New Jersey
$4.81K – – –
DF
2723
DecisionPoint Financial
Arizona
$4.66K +$1.98K +10 +83%
KCM
2724
Key Capital Management
Tennessee
$4.39K +$1.78K +9 +75%
JFA
2725
JNBA Financial Advisors
Minnesota
$4.18K +$2.38K +12 +150%
107 108
109
110 111