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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
2076
Financial Perspectives
Minnesota
$6.41K +$6.28K +51 New
ACM
2077
Aster Capital Management
United Arab Emirates
$6.29K +$6.16K +50 New
WCM
2078
Westend Capital Management
California
$5.91K – – –
T
2079
Tidemark
California
$5.91K +$5.79K +47 New
NC
2080
NewSquare Capital
Pennsylvania
$5.66K +$5.54K +45 New
PS
2081
PayPay Securities
Japan
$5.16K +$862 +7 +21%
HGERS
2082
Householder Group Estate & Retirement Specialist
Arizona
$5K -$128K -1,040 -96%
EWM
2083
Evermay Wealth Management
Virginia
$4.65K -$1.85K -15 -29%
GWSA
2084
Global Wealth Strategies & Associates
Colorado
$4.65K – – –
CYG
2085
Clean Yield Group
Vermont
$4.4K – – –
ME
2086
McIlrath & Eck
Washington
$4.4K – – –
NS
2087
NBC Securities
Alabama
$4.34K -$4.36M -35,393 -100%
PWA
2088
Principia Wealth Advisory
Texas
$4.15K +$4.06K +33 New
TCM
2089
TruNorth Capital Management
Michigan
$3.77K -$2.34K -19 -39%
OWP
2090
ORG Wealth Partners
Texas
$3.77K +$3.69K +30 New
NMG
2091
New Millennium Group
Utah
$3.65K – – –
WW
2092
Winnow Wealth
Texas
$3.51K +$3.45K +28 New
APW
2093
Acima Private Wealth
Virginia
$3.27K – – –
WA
2094
WestEnd Advisors
North Carolina
$3.14K +$246 +2 +9%
PGAM
2095
Princeton Global Asset Management
New Jersey
$3.02K -$8.13K -66 -73%
AG
2096
AmeriFlex Group
Nevada
$2.91K +$2.59K +21 New
KPP
2097
Kings Path Partners
Texas
$2.77K – – –
PIS
2098
POM Investment Strategies
North Carolina
$2.64K – – –
MFG
2099
Menard Financial Group
Texas
$2.64K +$2.59K +21 New
CIA
2100
Cape Investment Advisory
Georgia
$2.51K +$2.46K +20 New
82 83
84
85 86