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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TLCM
1926
Twin Lakes Capital Management
California
$47.6K -$40.2K -312 -43%
DPW
1927
DiNuzzo Private Wealth
Pennsylvania
$46.2K +$387 +3 +0.8%
FWA
1928
Flagship Wealth Advisors
Massachusetts
$46.2K – – –
IAS
1929
IMA Advisory Services
Colorado
$45.3K +$50K +388 New
RIA
1930
Realta Investment Advisors
Delaware
$44K -$3.74K -29 -7%
MFT
1931
Moisand Fitzgerald Tamayo
Florida
$44K – – –
TCM
1932
TruNorth Capital Management
Michigan
$42.8K +$43.4K +337 +1,123%
NC
1933
North Capital
Utah
$42.6K +$47K +365 New
EIM
1934
Essex Investment Management
Massachusetts
$42.4K – – –
ETS
1935
ESL Trust Services
New York
$42K – – –
FNWA
1936
Financial Network Wealth Advisors
Utah
$41.5K +$9.66K +75 +27%
CPG
1937
Cornerstone Planning Group
New Jersey
$41.3K +$30.8K +239 +185%
PSFG
1938
Park Square Financial Group
Georgia
$41.1K -$1.29K -10 -3%
DFA
1939
DHJJ Financial Advisors
Illinois
$39.5K – – –
TIM
1940
Tortoise Investment Management
New York
$38.9K -$88.4K -686 -67%
BHWM
1941
Beaird Harris Wealth Management
Texas
$38.5K – – –
WBC
1942
West Branch Capital
Massachusetts
$38.4K -$124K -966 -75%
LWANC
1943
Laurel Wealth Advisors (North Carolina)
North Carolina
$37.7K – – –
PPA
1944
Painted Porch Advisors
California
$37K -$6.57K -51 -14%
MSG
1945
Main Street Group
Virginia
$35.7K +$8.76K +68 +28%
T
1946
Transce3nd
Texas
$35.2K – – –
MCA
1947
Maryland Capital Advisors
Maryland
$35K – – –
OP
1948
ORG Partners
Indiana
$35K +$16.5K +128 +74%
PWA
1949
Physician Wealth Advisors
Utah
$34.7K +$515 +4 +1%
AA
1950
Ancora Advisors
Ohio
$34.7K +$4.25K +33 +13%
76 77
78
79 80