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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OP
1951
ORG Partners
Indiana
$35K +$16.5K +128 +74%
PWA
1952
Physician Wealth Advisors
Utah
$34.7K +$515 +4 +1%
AA
1953
Ancora Advisors
Ohio
$34.7K +$4.25K +33 +13%
SFGP
1954
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$34K +$1.29K +10 +4%
MWA
1955
Miller Wealth Advisors
Colorado
$33.3K – – –
BAM
1956
Byrne Asset Management
New Jersey
$33.1K -$3.22K -25 -8%
MWA
1957
Medallion Wealth Advisors
Connecticut
$33K +$258 +2 +0.7%
WTFG
1958
Wood Tarver Financial Group
Idaho
$32.1K – – –
CWM
1959
Crowley Wealth Management
Delaware
$31.9K – – –
IHWM
1960
Iron Horse Wealth Management
Iowa
$31K +$10.8K +84 +46%
BTC
1961
Bank & Trust Company
Illinois
$30.9K – – –
HFS
1962
Hopwood Financial Services
Virginia
$30.8K +$11.3K +88 +50%
SC
1963
Solstein Capital
California
$29.9K – – –
AEPWM
1964
Atlantic Edge Private Wealth Management
Florida
$29.8K – – –
GC
1965
Garde Capital
Washington
$29.6K +$32.7K +254 New
DCM
1966
Davis Capital Management
Florida
$28.7K -$2.83K -22 -8%
GJIA
1967
Glass Jacobson Investment Advisors
Maryland
$28.6K – – –
MWM
1968
MorganRosel Wealth Management
Colorado
$27.1K +$29.9K +232 New
BT
1969
Banque Transatlantique
France
$26.8K -$64.4K -500 -68%
RWM
1970
Ruedi Wealth Management
Illinois
$25.8K – – –
IWP
1971
IAG Wealth Partners
Wisconsin
$25.6K – – –
FMTCOCP
1972
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K – – –
CIAS
1973
CBIZ Investment Advisory Services
Ohio
$24.6K +$14.3K +111 +111%
BC
1974
Bayforest Capital
United Kingdom
$24K +$26.5K +206 New
OWA
1975
Opal Wealth Advisors
New York
$23.6K +$26K +202 New
77 78
79
80 81