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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MBFW
2026
Morton Brown Family Wealth
Pennsylvania
$14.8K – – –
FA
2027
Financial Avengers
California
$14.7K – – –
TCG
2028
Transcendent Capital Group
Oklahoma
$14.7K – – –
HNW
2029
High Note Wealth
Minnesota
$14.5K +$14.2K +115 New
DWM
2030
Dogwood Wealth Management
Kansas
$14.4K +$123 +1 +0.9%
NA
2031
Nordwand Advisors
Pennsylvania
$14.2K – – –
JFA
2032
JNBA Financial Advisors
Minnesota
$14.1K -$4.93K -40 -26%
CTWM
2033
Cherry Tree Wealth Management
Minnesota
$14.1K – – –
FFA
2034
Frazier Financial Advisors
Ohio
$13.7K -$3.2K -26 -19%
VWA
2035
Valued Wealth Advisors
Utah
$13.2K +$1.48K +12 +13%
GCM
2036
Gables Capital Management
Florida
$12.9K – – –
NI
2037
NCP Inc
California
$12.6K -$1.97K -16 -14%
PCWA
2038
Pacific Capital Wealth Advisors
California
$12.6K -$13.8K -112 -53%
CIAS
2039
CBIZ Investment Advisory Services
Ohio
$12.6K +$12.3K +100 New
TWD
2040
True Wealth Design
Ohio
$12.6K +$1.6K +13 +15%
B
2041
Birchbrook
Maine
$11.7K – – –
LI
2042
LRI Investments
Florida
$11.7K – – –
PFG
2043
Putney Financial Group
California
$11.3K +$11.1K +90 New
DWM
2044
Darwin Wealth Management
Florida
$11.3K +$6.28K +51 +131%
NFSG
2045
Newbridge Financial Services Group
Florida
$11.1K +$11K +89 New
EDRH
2046
Edmond de Rothschild Holding
Switzerland
$11.1K -$530K -4,302 -98%
LFA
2047
Legend Financial Advisors
Pennsylvania
$10.9K – – –
CWM
2048
Centricity Wealth Management
Ohio
$10.8K +$10.6K +86 New
DMIC
2049
Dixon Mitchell Investment Counsel
British Columbia, Canada
$10.8K +$10.6K +86 New
AP
2050
Atwood & Palmer
Missouri
$10.7K – – –
80 81
82
83 84