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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1551
Moisand Fitzgerald Tamayo
Florida
$41.1K +$14.4K +169 +54%
OLVIG
1552
Oliver Lagore Vanvalin Investment Group
Michigan
$37.1K -$341 -4 -0.9%
MWA
1553
Miller Wealth Advisors
Colorado
$37K +$38.4K +450 New
WPWM
1554
Western Pacific Wealth Management
Illinois
$35.5K +$35.5K +417 New
GA
1555
GoalVest Advisory
New York
$34K – – –
MSFP
1556
Mark Sheptoff Financial Planning
Connecticut
$34K – – –
CAS
1557
Coppell Advisory Solutions
Texas
$34K +$34.1K +400 New
CASC
1558
Coppell Advisory Solutions Corp
Texas
$34K +$34.1K +400 New
MCI
1559
MRP Capital Investments
Georgia
$34K +$34.1K +400 New
BAM
1560
Baldrige Asset Management
Pennsylvania
$33K – – –
OIS
1561
Okabena Investment Services
Minnesota
$32.8K +$32.9K +386 New
SIC
1562
SJS Investment Consulting
Ohio
$32.2K +$3.15K +37 +11%
CLOS
1563
Compagnie Lombard Odier SCmA
Switzerland
$32K – – –
MPCL
1564
My Personal CFO LLC
Washington
$30.4K +$30.4K +357 New
CCA
1565
Column Capital Advisors
Indiana
$29.8K – – –
EWM
1566
Evermay Wealth Management
Virginia
$29.8K – – –
MCM
1567
MV Capital Management
Maryland
$28.7K -$511 -6 -2%
EC
1568
Elequin Capital
New York
$28.7K +$28.8K +338 New
JMF
1569
Johnson Midwest Financial
Iowa
$28K – – –
AWM
1570
Accurate Wealth Management
Florida
$27.8K +$26.6K +312 New
CPA
1571
Cowen Prime Advisors
New York
$27K – – –
EBA
1572
Eagle Bay Advisors
New York
$26.7K -$106K -1,242 -80%
HIIFS
1573
Harel Insurance Investments & Financial Services
Israel
$26K -$20.7M -243,000 -100%
ICM
1574
Islay Capital Management
Texas
$25.5K – – –
MCA
1575
Maryland Capital Advisors
Maryland
$25.5K – – –
61 62
63
64 65