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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
1IA
2026
1834 Investment Advisors
Wisconsin
$263K – – –
GIA
2027
GHP Investment Advisors
Colorado
$263K +$7.1K +41 +3%
OM
2028
OV Management
Minnesota
$262K -$882K -5,094 -76%
GA
2029
Goldstein Advisors
Wisconsin
$259K +$24.1K +139 +10%
PHS
2030
Pekin Hardy Strauss
Illinois
$259K – – –
SMC
2031
Smith, Moore & Co
Missouri
$258K +$59.2K +342 +28%
NQWM
2032
Northwest Quadrant Wealth Management
Oregon
$258K +$519 +3 +0.2%
REMPR
2033
Roof Eidam Maycock Peralta (REMP)
California
$257K – – –
BW
2034
Bravera Wealth
North Dakota
$256K +$7.27K +42 +3%
BIG
2035
Brookwood Investment Group
Arizona
$255K -$742K -4,284 -73%
BFM
2036
Boothbay Fund Management
New York
$255K -$872K -5,036 -76%
LC
2037
Landaas & Company
Wisconsin
$254K – – –
FA
2038
Fiducient Advisors
Illinois
$254K -$372K -2,146 -58%
VFG
2039
Valley Financial Group
Pennsylvania
$254K -$693 -4 -0.3%
FC
2040
Financial Council
Maryland
$254K – – –
SWP
2041
ShoreHaven Wealth Partners
New Jersey
$254K +$20.9K +121 +9%
PCH
2042
PGIM Custom Harvest
New Jersey
$253K -$16.4K -95 -6%
CCG
2043
Coastwise Capital Group
California
$253K +$58.9K +340 +28%
BWP
2044
Baldwin Wealth Partners
Massachusetts
$252K – – –
DAC
2045
Dividend Assets Capital
South Carolina
$252K – – –
SGFG
2046
Silver Grove Financial Group
New York
$252K -$5.71K -33 -2%
NCM
2047
Novare Capital Management
North Carolina
$251K -$3.81K -22 -1%
MLFP
2048
MPS Loria Financial Planners
Illinois
$251K +$1.04K +6 +0.4%
LCM
2049
Landscape Capital Management
New Jersey
$251K +$264K +1,524 New
ISWM
2050
Independent Solutions Wealth Management
New York
$251K +$264K +1,524 New
80 81
82
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