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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IFA
1876
Interactive Financial Advisors
Illinois
$330K +$346 +2 +0.1%
IPAM
1877
Investment Partners Asset Management
New Jersey
$330K +$693 +4 +0.2%
RWP
1878
Revolve Wealth Partners
New Jersey
$329K +$18.5K +107 +6%
EP
1879
Ehrenkranz Partners
New York
$329K – – –
PRI
1880
Prepared Retirement Institute
Pennsylvania
$329K – – –
TWM
1881
TCFG Wealth Management
California
$328K +$1.73K +10 +0.5%
TIA
1882
TCFG Investment Advisors
California
$328K +$345K +1,995 New
BPAMU
1883
BTG Pactual Asset Management US
New York
$328K +$345K +1,992 New
KOC
1884
Koss-Olinger Consulting
Florida
$327K -$1.21K -7 -0.4%
EL
1885
EWA LLC
Pennsylvania
$327K +$38.4K +222 +13%
SI
1886
Severin Investments
Missouri
$325K -$134K -776 -28%
CWA
1887
Consilio Wealth Advisors
Washington
$325K +$1.9K +11 +0.6%
WA
1888
WP Advisors
California
$324K +$19.4K +112 +6%
PWP
1889
Phillips Wealth Planners
Mississippi
$324K -$46.2K -267 -14%
SFGM
1890
Stonebridge Financial Group (Missouri)
Missouri
$323K -$2.25K -13 -0.7%
LCWP
1891
Legacy Capital Wealth Partners
Arkansas
$322K +$26.7K +154 +9%
TLFA
1892
True Link Financial Advisors
California
$322K -$48K -277 -12%
CFS
1893
Commonwealth Financial Services
West Virginia
$322K +$94K +543 +38%
TA
1894
TruWealth Advisors
Louisiana
$321K -$5.54K -32 -2%
NAM
1895
NTV Asset Management
West Virginia
$321K – – –
SEP
1896
Southland Equity Partners
Missouri
$321K +$34.6K +200 +11%
TCMP
1897
Thrive Capital Management (Pennsylvania)
Pennsylvania
$320K -$693 -4 -0.2%
TCM
1898
Traynor Capital Management
Pennsylvania
$320K +$9.87K +57 +3%
JC
1899
JB Capital
Connecticut
$319K +$8.14K +47 +2%
WA
1900
Wealth Alliance
New York
$318K -$30.1K -174 -8%
74 75
76
77 78