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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FPB
2101
First PREMIER Bank
South Dakota
$22K – – –
AT
2102
Arlington Trust
Alabama
$20.8K +$16.1K +131 +771%
WCM
2103
WealthTrak Capital Management
Virginia
$20.4K +$8.11K +66 +84%
1L
2104
10Elms LLP
Oklahoma
$20.1K – – –
RWA
2105
Redmont Wealth Advisors
Illinois
$20K +$17.4K +142 New
MSFP
2106
Mark Sheptoff Financial Planning
Connecticut
$19.6K +$5.28K +43 +45%
MAWAG
2107
Mid-American Wealth Advisory Group
Missouri
$19.6K +$17.1K +139 New
MBFW
2108
Morton Brown Family Wealth
Pennsylvania
$19K -$2.46K -20 -13%
PCM
2109
Penserra Capital Management
California
$19K – – –
RF
2110
Rossby Financial
Florida
$17.9K +$4.18K +34 +37%
VFM
2111
Vision Financial Markets
Connecticut
$17.5K – – –
KTC
2112
Kentucky Trust Company
Kentucky
$16.8K – – –
LFA
2113
LGT Financial Advisors
Texas
$16.3K +$14.2K +116 New
HNW
2114
High Note Wealth
Minnesota
$15.9K -$246 -2 -2%
GWS
2115
Greykasell Wealth Strategies
California
$15.8K – – –
FLFS
2116
Family Legacy Financial Solutions
North Carolina
$15.7K +$13.6K +111 New
FPF
2117
First Pacific Financial
Washington
$15.6K – – –
CWP
2118
Clark Wealth Partners
Illinois
$15.6K +$4.79K +39 +54%
FFA
2119
Frazier Financial Advisors
Ohio
$15.4K – – –
VWA
2120
Valued Wealth Advisors
Utah
$15.3K – – –
TCM
2121
Traub Capital Management
Massachusetts
$14.5K +$12.7K +103 New
GCM
2122
Gables Capital Management
Florida
$14.5K – – –
NFSG
2123
Newbridge Financial Services Group
Florida
$14.5K +$1.72K +14 +16%
ECM
2124
Estabrook Capital Management
New York
$14.1K -$12.3K -100 -50%
FDW
2125
Fourth Dimension Wealth
Ohio
$14.1K – – –
83 84
85
86 87