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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WW
2026
Winnow Wealth
Texas
$66.2K +$52.6K +428 +1,019%
IUHSA
2027
Itau Unibanco Holding S.A.
Brazil
$65.8K – – –
LI
2028
LRI Investments
Florida
$64.4K +$44.7K +364 +391%
FWM
2029
FSA Wealth Management
Massachusetts
$63.6K +$123 +1 +0.2%
PWA
2030
Provenance Wealth Advisors
Florida
$62.4K – – –
SN
2031
Sittner & Nelson
Oregon
$61K – – –
VWA
2032
VSM Wealth Advisory
Maryland
$60.2K -$43.4K -353 -45%
AA
2033
Ancora Advisors
Ohio
$60K +$15.8K +129 +43%
EAM
2034
Eukles Asset Management
Ohio
$60K -$4.91K -40 -9%
OWA
2035
Opal Wealth Advisors
New York
$59K +$26.7K +217 +107%
OP
2036
ORG Partners
Indiana
$58.8K +$14.1K +115 +38%
TLCM
2037
Twin Lakes Capital Management
California
$57.5K – – –
IAS
2038
IMA Advisory Services
Colorado
$56.1K +$1.23K +10 +3%
FWA
2039
Flagship Wealth Advisors
Massachusetts
$55.8K – – –
TIM
2040
Tortoise Investment Management
New York
$54.2K +$6.39K +52 +16%
MFT
2041
Moisand Fitzgerald Tamayo
Florida
$53.1K – – –
PSFG
2042
Park Square Financial Group
Georgia
$52.4K +$2.33K +19 +5%
RF
2043
Roxbury Financial
New Jersey
$52.2K +$246 +2 +0.5%
NC
2044
North Capital
Utah
$51.4K – – –
EIM
2045
Essex Investment Management
Massachusetts
$51.1K – – –
ETS
2046
ESL Trust Services
New York
$50.7K – – –
FNWA
2047
Financial Network Wealth Advisors
Utah
$50.1K – – –
OW
2048
Olistico Wealth
Oklahoma
$49.9K +$24.6K +200 +130%
BHWM
2049
Beaird Harris Wealth Management
Texas
$48.7K +$1.97K +16 +5%
QL
2050
Quarry LP
New York
$48K -$23.5K -191 -36%
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82
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