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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PMFA
1701
Plante Moran Financial Advisors
Michigan
$71.2K +$5.84K +58 +9%
PWMA
1702
Pension & Wealth Management Advisors
Massachusetts
$70.4K +$68K +675 New
WSC
1703
Wellington Shields & Co
New York
$70.4K +$4.93K +49 +8%
JWA
1704
JFS Wealth Advisors
Pennsylvania
$70.3K -$28.6K -284 -30%
SFA
1705
Semmax Financial Advisors
North Carolina
$69.1K – – –
CBT
1706
CoreFirst Bank & Trust
Kansas
$68.9K +$66.6K +661 New
FFO
1707
Fortitude Family Office
Arizona
$68.6K +$24.2K +240 +57%
CAS
1708
Coppell Advisory Solutions
Texas
$68.2K -$55.5K -551 -46%
AWM
1709
Ameliora Wealth Management
Switzerland
$68K – – –
USB
1710
Union Savings Bank
Connecticut
$67.7K +$15.1K +150 +30%
EBA
1711
Eagle Bay Advisors
New York
$67.3K +$28K +278 +76%
OAJ
1712
Ogorek Anthony Joseph
New York
$66K +$11.2K +111 +21%
LFA
1713
Livelsberger Financial Advisory
Ohio
$63.9K +$61.7K +613 New
BIA
1714
Bell Investment Advisors
California
$63.1K +$504 +5 +0.8%
SSG
1715
Summit Securities Group
New York
$63K -$60.4K -600 -50%
TFGT
1716
TS Financial Group (TSFG)
Illinois
$62K -$7.45K -74 -11%
OCM
1717
Osterweis Capital Management
California
$61.2K – – –
HCM
1718
Horrell Capital Management
Arkansas
$61K – – –
MIA
1719
MeadowBrook Investment Advisors
Michigan
$59.9K +$3.12K +31 +6%
FUBT
1720
First United Bank & Trust
Maryland
$59.2K -$2.01K -20 -3%
JSAM
1721
J. Safra Asset Management
New York
$59.1K – – –
BL
1722
BFSG LLC
California
$58.4K – – –
FNWA
1723
Financial Network Wealth Advisors
Utah
$56.8K +$6.14K +61 +13%
SN
1724
Sittner & Nelson
Oregon
$53.2K – – –
AF
1725
Aviso Financial
Ontario, Canada
$52.1K -$32.7K -325 -39%
67 68
69
70 71