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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSG
2076
Main Street Group
Virginia
$33.7K -$8.35K -68 -22%
MWM
2077
MorganRosel Wealth Management
Colorado
$32.7K – – –
BT
2078
Banque Transatlantique
France
$32.6K – – –
CFS
2079
Compass Financial Services
Iowa
$32.3K +$28.1K +229 New
IWP
2080
IAG Wealth Partners
Wisconsin
$30.8K – – –
T
2081
Transce3nd
Texas
$30.1K -$10.8K -88 -29%
FMTCOCP
2082
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$30K – – –
BFS
2083
Bare Financial Services
Pennsylvania
$29.9K +$1.6K +13 +7%
CPG
2084
Cornerstone Planning Group
New Jersey
$28.7K -$20.1K -164 -45%
WOSD
2085
WFA of San Diego
California
$28.2K +$24.6K +200 New
SMFG
2086
Sumitomo Mitsui Financial Group
Japan
$28.1K +$24.6K +200 New
AW
2087
Avion Wealth
Texas
$28K +$7.12K +58 +41%
AWM
2088
Accredited Wealth Management
Kentucky
$27K -$101K -822 -81%
KSWA
2089
Kathleen S. Wright Associates
Pennsylvania
$27K – – –
HWP
2090
Highline Wealth Partners
California
$26.9K +$1.97K +16 +9%
AIC
2091
Archer Investment Corporation
Indiana
$26.9K +$123 +1 +0.5%
EPIMS
2092
Evelyn Partners Investment Management Services
$26.1K – – –
SC
2093
Stephens Consulting
Michigan
$25.5K +$6.88K +56 +45%
PGAM
2094
Princeton Global Asset Management
New Jersey
$25.2K +$19K +155 +646%
PWMG
2095
Private Wealth Management Group
New Jersey
$25.1K – – –
TWD
2096
True Wealth Design
Ohio
$25.1K +$246 +2 +1%
DF
2097
Dunhill Financial
United Kingdom
$24.7K +$7.25K +59 +51%
RTL
2098
Red Tortoise LLC
Georgia
$24.6K +$123 +1 +0.6%
Q1WB
2099
Quest 10 Wealth Builders
Virginia
$24.1K -$123 -1 -0.6%
KG
2100
Kilter Group
New York
$24.1K +$21K +171 New
82 83
84
85 86