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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
1951
Moisand Fitzgerald Tamayo
Florida
$47.4K +$985 +8 +2%
PPA
1952
Painted Porch Advisors
California
$46.3K +$6.28K +51 +16%
PSFG
1953
Park Square Financial Group
Georgia
$45.7K +$44.7K +363 New
EIM
1954
Essex Investment Management
Massachusetts
$45.6K – – –
ETS
1955
ESL Trust Services
New York
$45.3K +$44.3K +360 New
TFM
1956
TFC Financial Management
Massachusetts
$43.3K -$9.73K -79 -19%
DFA
1957
DHJJ Financial Advisors
Illinois
$42.5K – – –
BHWM
1958
Beaird Harris Wealth Management
Texas
$41.5K +$38.5K +313 +1,841%
LWANC
1959
Laurel Wealth Advisors (North Carolina)
North Carolina
$40.6K – – –
HIIFS
1960
Harel Insurance Investments & Financial Services
Israel
$39K – – –
MAM
1961
Meeder Asset Management
Ohio
$39K -$2.22K -18 -5%
BAM
1962
Byrne Asset Management
New Jersey
$38.8K – – –
T
1963
Transce3nd
Texas
$38K +$37.2K +302 New
MCA
1964
Maryland Capital Advisors
Maryland
$37.7K – – –
PWA
1965
Physician Wealth Advisors
Utah
$36.9K +$36.1K +293 New
QL
1966
Quarry LP
New York
$36.3K +$35.6K +289 New
MWA
1967
Miller Wealth Advisors
Colorado
$35.8K – – –
FNWA
1968
Financial Network Wealth Advisors
Utah
$35.3K -$32.5K -264 -48%
SFGP
1969
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$35.3K +$34.6K +281 New
MWA
1970
Medallion Wealth Advisors
Connecticut
$35.1K +$34.9K +283 New
CWM
1971
Crowley Wealth Management
Delaware
$34.3K +$33.6K +273 New
WTFG
1972
Wood Tarver Financial Group
Idaho
$34K +$33.9K +275 New
DCM
1973
Davis Capital Management
Florida
$33.7K – – –
BTC
1974
Bank & Trust Company
Illinois
$33.3K – – –
AA
1975
Ancora Advisors
Ohio
$33.2K +$16.6K +135 +105%
77 78
79
80 81