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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCTC
1626
Perkins Coie Trust Company
Washington
$6.53K +$6.95K +80 New
BOC
1627
Bull Oak Capital
California
$6.13K +$6.51K +75 New
CCMI
1628
Creative Capital Management Investments
California
$5.88K +$6.25K +72 New
AIM
1629
Arcadia Investment Management
Michigan
$5.72K – – –
FSWA
1630
Financial Synergies Wealth Advisors
Texas
$5.72K – – –
LOIP
1631
Live Oak Investment Partners
Texas
$5.72K – – –
ME
1632
McIlrath & Eck
Washington
$5.72K – – –
SHIM
1633
Stone House Investment Management
Pennsylvania
$5.72K – – –
WIM
1634
Westside Investment Management
California
$5.72K – – –
APC
1635
Aspire Private Capital
North Carolina
$5.53K -$2.43K -28 -29%
SC
1636
Steph & Co
Wisconsin
$5.47K +$5.82K +67 New
AWM
1637
AllSquare Wealth Management
New York
$4.9K -$695 -8 -12%
PS
1638
PayPay Securities
Japan
$4.64K +$7.03K +81 New
TCM
1639
Tradewinds Capital Management
Washington
$4.57K – – –
YAL
1640
Your Advocates Ltd
Texas
$4.57K – – –
BWS
1641
Buck Wealth Strategies
Colorado
$4.22K -$75K -864 -94%
SIA
1642
SkyView Investment Advisors
New Jersey
$4K – – –
BCM
1643
Blume Capital Management
California
$3.84K – – –
QL
1644
Quarry LP
New York
$3.59K +$3.82K +44 New
MWM
1645
Mascoma Wealth Management
New Hampshire
$3.51K – – –
VCM
1646
Versant Capital Management
Arizona
$3.43K +$1.91K +22 +110%
CTWM
1647
Cherry Tree Wealth Management
Minnesota
$3.27K -$174 -2 -5%
CSWM
1648
Cassady Schiller Wealth Management
Ohio
$3.1K +$3.3K +38 New
IPW
1649
Impact Partnership Wealth
Georgia
$2.78K -$22.7K -261 -88%
PWA
1650
Provenance Wealth Advisors
Florida
$2.61K +$2.78K +32 New
64 65
66
67 68