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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
2051
Carolina Wealth Advisors
South Carolina
$6.77K – – –
HIW
2052
Holos Integrated Wealth
Pennsylvania
$6.53K – – –
SIC
2053
SJS Investment Consulting
Ohio
$6.53K – – –
YAL
2054
Your Advocates Ltd
Texas
$6.53K – – –
PCM
2055
Perritt Capital Management
Illinois
$6.53K +$7.22K +56 New
ACA
2056
American Capital Advisory
Idaho
$6.18K +$6.83K +53 New
FP
2057
Financial Perspectives
Minnesota
$5.99K – – –
MAS
2058
MPWM Advisory Solutions
Georgia
$5.95K -$12.9K -100 -66%
T
2059
Tidemark
California
$5.48K – – –
WCM
2060
Westend Capital Management
California
$5.48K – – –
JFA
2061
JNBA Financial Advisors
Minnesota
$5.13K -$8.76K -68 -61%
WW
2062
Winnow Wealth
Texas
$4.88K +$1.8K +14 +50%
NMG
2063
New Millennium Group
Utah
$4.78K +$1.55K +12 +41%
PAM
2064
Parvin Asset Management
South Dakota
$4.55K +$5.03K +39 New
EWM
2065
Evermay Wealth Management
Virginia
$4.32K – – –
GWSA
2066
Global Wealth Strategies & Associates
Colorado
$4.32K – – –
WA
2067
WestEnd Advisors
North Carolina
$4.32K +$1.55K +12 +48%
GP
2068
Greenline Partners
New York
$4.32K +$4.77K +37 New
BWM
2069
Bernard Wealth Management
Michigan
$4.2K +$4.64K +36 New
CAM
2070
Costello Asset Management
Pennsylvania
$4.2K +$4.64K +36 New
ME
2071
McIlrath & Eck
Washington
$4.08K – – –
PS
2072
PayPay Securities
Japan
$3.62K -$1.29K -10 -24%
PPWM
2073
PFG Private Wealth Management
Florida
$3.27K +$3.61K +28 New
RWM
2074
Rialto Wealth Management
New York
$3.27K +$3.61K +28 New
CIM
2075
Contravisory Investment Management
Massachusetts
$3.15K +$3.48K +27 New
81 82
83
84 85