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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
2051
DHJJ Financial Advisors
Illinois
$47.6K – – –
T
2052
TOBAM
France
$43K +$37.8K +308 New
AEPWM
2053
Atlantic Edge Private Wealth Management
Florida
$43K +$6.14K +50 +20%
PWA
2054
Physician Wealth Advisors
Utah
$42.9K +$983 +8 +3%
AIM
2055
Access Investment Management
Georgia
$42.7K +$37.2K +303 New
MCA
2056
Maryland Capital Advisors
Maryland
$42.3K – – –
CBT
2057
CoreFirst Bank & Trust
Kansas
$42.3K +$36.8K +300 New
SRCM
2058
Signature Resources Capital Management
California
$41.4K +$36.1K +294 New
AP
2059
Aspect Partners
Virginia
$41K +$13.8K +112 +63%
MWA
2060
Medallion Wealth Advisors
Connecticut
$40.2K – – –
MWA
2061
Miller Wealth Advisors
Colorado
$40.1K – – –
BAM
2062
Byrne Asset Management
New Jersey
$40K – – –
TFG
2063
Team Financial Group
California
$38.9K +$33.9K +276 New
PPA
2064
Painted Porch Advisors
California
$38.7K -$5.16K -42 -13%
CWM
2065
Crowley Wealth Management
Delaware
$38.5K – – –
BCMLT
2066
Beacon Capital Management LLC (Tennessee)
Tennessee
$38.4K +$11.1K +90 +49%
WTFG
2067
Wood Tarver Financial Group
Idaho
$38K – – –
HHMI
2068
Howard Hughes Medical Institute
Maryland
$37.6K +$32.8K +267 New
BTC
2069
Bank & Trust Company
Illinois
$37.3K – – –
HFS
2070
Hopwood Financial Services
Virginia
$37.2K – – –
DWM
2071
Dogwood Wealth Management
Kansas
$37K +$17.1K +139 +113%
IHWM
2072
Iron Horse Wealth Management
Iowa
$36.5K -$860 -7 -3%
AWM
2073
Abound Wealth Management
Tennessee
$35.5K +$11.4K +93 +58%
RWM
2074
RMG Wealth Management
Wisconsin
$35K +$30.5K +248 New
RIA
2075
Realta Investment Advisors
Delaware
$34.4K -$16.3K -133 -35%
81 82
83
84 85