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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
1776
Red Tortoise LLC
Georgia
$19.8K +$101 +1 +0.5%
AWM
1777
Abound Wealth Management
Tennessee
$19.7K – – –
AIC
1778
Archer Investment Corporation
Indiana
$19.5K -$906 -9 -5%
GJIA
1779
Glass Jacobson Investment Advisors
Maryland
$19.4K – – –
BC
1780
Broadwater Capital
Massachusetts
$19.1K – – –
IHWM
1781
Iron Horse Wealth Management
Iowa
$19K – – –
SVCP
1782
Silicon Valley Capital Partners
California
$18.9K +$201 +2 +1%
PWMG
1783
Private Wealth Management Group
New Jersey
$18.6K +$504 +5 +3%
AP
1784
Aspect Partners
Virginia
$18.4K – – –
CTA
1785
Colonial Trust Advisors
South Carolina
$18.3K – – –
SC
1786
Stephens Consulting
Michigan
$18.1K -$2.62K -26 -13%
OW
1787
Olistico Wealth
Oklahoma
$16.1K – – –
FPB
1788
First PREMIER Bank
South Dakota
$16K – – –
JFA
1789
JNBA Financial Advisors
Minnesota
$15.8K – – –
CFFP
1790
Center for Financial Planning
Michigan
$15.6K – – –
RWA
1791
Redmont Wealth Advisors
Illinois
$14.8K – – –
RFG
1792
REAP Financial Group
Texas
$14.7K +$14.2K +141 New
CA
1793
Claris Advisors
Missouri
$14.5K +$14K +139 New
RDIA
1794
RE Dickinson Investment Advisors
Iowa
$14.3K +$13.8K +137 New
FFA
1795
Frazier Financial Advisors
Ohio
$14.1K +$2.22K +22 +19%
PCM
1796
Penserra Capital Management
California
$14K – – –
AA
1797
Ancora Advisors
Ohio
$13.4K +$906 +9 +8%
RDFA
1798
Ritter Daniher Financial Advisory
Ohio
$13K – – –
CPG
1799
Cornerstone Planning Group
New Jersey
$13K +$1.21K +12 +12%
AW
1800
Avion Wealth
Texas
$13K +$1.81K +18 +16%
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73 74