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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
KIM
2026
Kestra Investment Management
Texas
$11K -$83.4K -647 -87%
B
2027
Birchbrook
Maine
$11K +$129 +1 +1%
LI
2028
LRI Investments
Florida
$10.9K – – –
RF
2029
Rossby Financial
Florida
$10.8K +$12K +93 New
PFG
2030
Putney Financial Group
California
$10.5K – – –
NFSG
2031
Newbridge Financial Services Group
Florida
$10.4K – – –
CWM
2032
Centricity Wealth Management
Ohio
$10K – – –
DMIC
2033
Dixon Mitchell Investment Counsel
British Columbia, Canada
$10K – – –
AP
2034
Atwood & Palmer
Missouri
$9.92K – – –
WCM
2035
WealthTrak Capital Management
Virginia
$9.22K +$773 +6 +8%
AG
2036
AmeriFlex Group
Nevada
$8.75K +$6.96K +54 +257%
FCT
2037
First Community Trust
Iowa
$8.52K – – –
CWP
2038
Clark Wealth Partners
Illinois
$8.4K – – –
CCMI
2039
Creative Capital Management Investments
California
$8.4K – – –
AIM
2040
Arcadia Investment Management
Michigan
$8.17K – – –
SHIM
2041
Stone House Investment Management
Pennsylvania
$8.17K +$9.02K +70 New
RFG
2042
REAP Financial Group
Texas
$8.05K +$8.76K +68 +6,800%
HFS
2043
Hughes Financial Services
Virginia
$7.75K +$8.63K +67 New
PWA
2044
Principia Wealth Advisory
Texas
$7.48K +$4.38K +34 +103%
RWPA
2045
Richard W. Paul & Associates
Michigan
$7.23K -$2.58K -20 -24%
ACM
2046
Anfield Capital Management
California
$7.23K – – –
SIM
2047
Synergy Investment Management
Florida
$7.23K – – –
FRA
2048
Front Row Advisors
California
$7K – – –
DI
2049
DAGCO Inc
Ohio
$7K +$7.73K +60 New
GWM
2050
Graybill Wealth Management
Illinois
$7K +$7.73K +60 New
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