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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GLR
1751
Great Lakes Retirement
Ohio
$13.1K +$12.9K +135 New
KFS
1752
Kelly Financial Services
Massachusetts
$13.1K – – –
PCM
1753
Penserra Capital Management
California
$13K – – –
MBFW
1754
Morton Brown Family Wealth
Pennsylvania
$12.4K +$1.9K +20 +20%
RS
1755
Rakuten Securities
Japan
$12.2K +$1.33K +14 +13%
RDFA
1756
Ritter Daniher Financial Advisory
Ohio
$12.1K +$11.9K +125 New
GCM
1757
Gables Capital Management
Florida
$11.7K – – –
AA
1758
Ancora Advisors
Ohio
$11.7K +$3.24K +34 +40%
TCG
1759
Transcendent Capital Group
Oklahoma
$11.4K – – –
NI
1760
NCP Inc
California
$11.2K +$95 +1 +0.9%
DF
1761
Dunhill Financial
United Kingdom
$11.1K +$190 +2 +2%
AW
1762
Avion Wealth
Texas
$11K -$6K -63 -35%
DWM
1763
Dogwood Wealth Management
Kansas
$11K +$95 +1 +0.9%
FFA
1764
Frazier Financial Advisors
Ohio
$11K – – –
NA
1765
Nordwand Advisors
Pennsylvania
$11K – – –
CTWM
1766
Cherry Tree Wealth Management
Minnesota
$10.9K +$8.85K +93 +489%
RWM
1767
Raffa Wealth Management
District of Columbia
$10.8K – – –
FW
1768
Fairway Wealth
Ohio
$10.6K +$10.4K +109 New
HWP
1769
Highline Wealth Partners
California
$10.2K +$9.61K +101 +2,525%
LWANC
1770
Laurel Wealth Advisors (North Carolina)
North Carolina
$10.1K – – –
HFS
1771
Hantz Financial Services
Michigan
$10K +$9.52K +100 +2,500%
FWM
1772
Focused Wealth Management
New York
$9.9K +$9.71K +102 New
LFA
1773
LGT Financial Advisors
Texas
$9.23K +$9.04K +95 New
B
1774
Birchbrook
Maine
$8.97K – – –
CPG
1775
Cornerstone Planning Group
New Jersey
$8.93K +$1.62K +17 +21%
69 70
71
72 73