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Morgan Stanley

MS

Market cap $340B

#	Name	Holding	Trade Value	Shares Change	Change in Stake
1851	EC 1851 EntryPoint Capital New York	$362K	-$357K	-2,141	-51%
1852	PMG 1852 ProVise Management Group Clearwater, Florida	$359K	-$4.34K	-26	-1%
1853	PWP 1853 Phillips Wealth Planners Starkville, Mississippi	$359K	+$1K	+6	+0.3%
1854	PCP 1854 Proficio Capital Partners Newton, Massachusetts	$359K	-$20.7K	-124	-6%
1855	IRP 1855 Investment Research Partners Lemont, Pennsylvania	$359K	+$334	+2	+0.1%
1856	CIM 1856 Cambria Investment Management Manhattan Beach, California	$359K	+$41K	+246	+14%
1857	MGIA 1857 Matthew Goff Investment Advisor Houston, Texas	$358K	-$54K	-324	-14%
1858	TWM 1858 TopTier Wealth Management Muskego, Wisconsin	$358K	+$336K	+2,016	New
1859	IFA 1859 Interactive Financial Advisors New Lenox, Illinois	$356K	–	–	–
1860	EP 1860 Ehrenkranz Partners New York	$355K	–	–	–
1861	IPAM 1861 Investment Partners Asset Management Metuchen, New Jersey	$355K	–	–	–
1862	MIM 1862 Merrion Investment Management Cranford, New Jersey	$355K	–	–	–
1863	PRI 1863 Prepared Retirement Institute Lansdale, Pennsylvania	$355K	–	–	–
1864	LWM 1864 LeConte Wealth Management Maryville, Tennessee	$354K	+$25.9K	+155	+8%
1865	KOC 1865 Koss-Olinger Consulting Gainesville, Florida	$354K	–	–	–
1866	GRR 1866 Golden Reserve Retirement Dublin, Ohio	$353K	+$332K	+1,989	New
1867	CS 1867 Capital Square Chattanooga, Tennessee	$353K	–	–	–
1868	TWM 1868 TCFG Wealth Management Laguna Niguel, California	$352K	-$6.34K	-38	-2%
1869	TA 1869 TruWealth Advisors Metairie, Louisiana	$352K	–	–	–
1870	RPCA 1870 Running Point Capital Advisors El Segundo, California	$352K	–	–	–
1871	WR 1871 WD Rutherford Portland, Oregon	$352K	+$99.6K	+597	+43%
1872	SFGM 1872 Stonebridge Financial Group (Missouri) St. Louis, Missouri	$350K	+$329K	+1,974	New
1873	SWM 1873 Silverlake Wealth Management Williston, Vermont	$350K	-$20.5K	-123	-6%
1874	MM 1874 MQS Management New York	$349K	+$328K	+1,964	New
1875	CWA 1875 Consilio Wealth Advisors Bellevue, Washington	$348K	+$1.83K	+11	+0.6%

Morgan Stanley MS Market cap $340B

Morgan Stanley

MS

Market cap $340B