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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
1701
Valued Wealth Advisors
Utah
$9.72K +$9.52K +119 New
LWANC
1702
Laurel Wealth Advisors (North Carolina)
North Carolina
$9.7K – – –
CPG
1703
Cornerstone Planning Group
New Jersey
$9.32K -$1.2K -15 -13%
FF
1704
Friedenthal Financial
New Jersey
$9.32K +$8K +100 New
PCWA
1705
Pacific Capital Wealth Advisors
California
$9.32K +$8K +100 New
MBFW
1706
Morton Brown Family Wealth
Pennsylvania
$9.14K – – –
PS
1707
PayPay Securities
Japan
$9.06K +$1.28K +16 +20%
DF
1708
Dunhill Financial
United Kingdom
$8.78K +$7.52K +94 New
FRA
1709
Frank Rimerman Advisors
California
$8.49K +$7.28K +91 New
B
1710
Birchbrook
Maine
$8.48K +$7.28K +91 New
LFA
1711
Legend Financial Advisors
Pennsylvania
$8.11K – – –
AA
1712
Ancora Advisors
Ohio
$8.02K – – –
AP
1713
Atwood & Palmer
Missouri
$7.93K -$16.4K -205 -71%
CAM
1714
Chesapeake Asset Management
New York
$7.74K -$16.6K -207 -71%
MSWM
1715
Mowery & Schoenfeld Wealth Management
Illinois
$7.46K +$6.4K +80 New
CMP
1716
Coston McIsaac & Partners
Maine
$7K +$6.16K +77 New
IGWM
1717
ICA Group Wealth Management
Colorado
$6.99K +$6K +75 New
FCT
1718
First Community Trust
Iowa
$6.81K -$800 -10 -12%
CCMI
1719
Creative Capital Management Investments
California
$6.71K – – –
AIM
1720
Arcadia Investment Management
Michigan
$6.53K – – –
LOIP
1721
Live Oak Investment Partners
Texas
$6.53K – – –
ME
1722
McIlrath & Eck
Washington
$6.53K – – –
SHIM
1723
Stone House Investment Management
Pennsylvania
$6.53K – – –
WIM
1724
Westside Investment Management
California
$6.53K – – –
APC
1725
Aspire Private Capital
North Carolina
$6.33K – – –
67 68
69
70 71