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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
APC
1801
Aspire Private Capital
North Carolina
$12.6K +$10.9K +108 +831%
OPTFSNA
1802
Old Point Trust & Financial Services N A
Virginia
$12.4K -$5.54K -55 -32%
LI
1803
LRI Investments
Florida
$12.3K -$10.6K -105 -53%
MBFW
1804
Morton Brown Family Wealth
Pennsylvania
$12.3K – – –
TCG
1805
Transcendent Capital Group
Oklahoma
$12.2K – – –
FA
1806
Financial Avengers
California
$12.2K +$11.8K +117 New
NI
1807
NCP Inc
California
$12.2K +$101 +1 +0.9%
DF
1808
Dunhill Financial
United Kingdom
$12.1K +$201 +2 +2%
DWM
1809
Dogwood Wealth Management
Kansas
$11.9K +$101 +1 +0.9%
NA
1810
Nordwand Advisors
Pennsylvania
$11.8K – – –
CTWM
1811
Cherry Tree Wealth Management
Minnesota
$11.7K – – –
RWM
1812
Raffa Wealth Management
District of Columbia
$11.6K – – –
GCM
1813
Gables Capital Management
Florida
$10.7K -$1.71K -17 -14%
FWM
1814
Focused Wealth Management
New York
$10.7K +$101 +1 +1%
HC
1815
Hoese & Co
Minnesota
$10.4K +$10.1K +100 New
UCI
1816
Uncommon Cents Investing
Wisconsin
$10.4K +$10.1K +100 New
CAM
1817
Chesapeake Asset Management
New York
$10.2K +$1.51K +15 +18%
RWPA
1818
Richard W. Paul & Associates
Michigan
$10.1K +$9.77K +97 New
VWA
1819
Valued Wealth Advisors
Utah
$9.71K +$2.12K +21 +29%
B
1820
Birchbrook
Maine
$9.69K +$101 +1 +1%
PGAM
1821
Princeton Global Asset Management
New Jersey
$9.38K +$9.06K +90 New
LFA
1822
Legend Financial Advisors
Pennsylvania
$9.07K – – –
TWD
1823
True Wealth Design
Ohio
$9.07K +$8.76K +87 New
AP
1824
Atwood & Palmer
Missouri
$8.86K – – –
HWP
1825
Highline Wealth Partners
California
$8.47K -$2.42K -24 -23%
71 72
73
74 75