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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
2026
Novare Capital Management
North Carolina
$275K +$258K +1,547 New
LC
2027
Landaas & Company
Wisconsin
$274K – – –
FC
2028
Financial Council
Maryland
$274K – – –
BNA
2029
BankChampaign National Association
Illinois
$274K +$257K +1,543 New
CW
2030
Channel Wealth
California
$274K -$10.7K -64 -4%
SFB
2031
STAR Financial Bank
Indiana
$274K -$12.5K -75 -5%
ATS
2032
Ashton Thomas Securities
New York
$273K +$167 +1 +0.1%
SIS
2033
Sound Income Strategies
Florida
$273K +$158K +949 +192%
BLC
2034
Brown, Lisle/Cummings
Rhode Island
$272K – – –
BWP
2035
Baldwin Wealth Partners
Massachusetts
$272K +$256K +1,532 New
DAC
2036
Dividend Assets Capital
South Carolina
$272K – – –
FA
2037
FDx Advisors
Illinois
$271K -$11.3K -68 -4%
MLFP
2038
MPS Loria Financial Planners
Illinois
$270K +$31K +186 +14%
FC
2039
Fusion Capital
South Carolina
$270K -$33K -198 -12%
BW
2040
Bravera Wealth
North Dakota
$268K +$252K +1,511 New
AIA
2041
AssuredPartners Investment Advisors
Florida
$268K -$1.33K -8 -0.5%
BSSFA
2042
Baron Silver Stevens Financial Advisors
Florida
$268K -$113K -680 -31%
CWS
2043
Confluence Wealth Services
Pennsylvania
$268K +$26.5K +159 +12%
CAM
2044
Cozad Asset Management
Illinois
$268K -$54.2K -325 -18%
WA
2045
Wealth Architects
California
$268K +$252K +1,508 New
ACP
2046
Aviance Capital Partners
Florida
$268K – – –
KA
2047
Kearns & Associates
California
$266K – – –
JEST
2048
JTC Employer Solutions Trustee
Jersey
$266K – – –
RWMG
2049
Redwood Wealth Management Group
New Jersey
$266K +$38.9K +233 +18%
FWP
2050
Falcon Wealth Planning
California
$265K +$38.7K +232 +18%
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