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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2101
Westfuller Advisors
New York
$55.8K +$51.8K +351 New
DFA
2102
DHJJ Financial Advisors
Illinois
$53.8K – – –
DWM
2103
Dogwood Wealth Management
Kansas
$49.9K +$7.68K +52 +20%
GA
2104
Guerra Advisors
Florida
$49.8K +$46.2K +313 New
HIIFS
2105
Harel Insurance Investments & Financial Services
Israel
$49K -$266K -1,800 -85%
AIM
2106
Access Investment Management
Georgia
$48.2K – – –
MCA
2107
Maryland Capital Advisors
Maryland
$47.7K – – –
MWA
2108
Miller Wealth Advisors
Colorado
$45.3K – – –
BAM
2109
Byrne Asset Management
New Jersey
$45.1K – – –
TFG
2110
Team Financial Group
California
$43.9K – – –
TWD
2111
True Wealth Design
Ohio
$43.9K +$14.5K +98 +55%
CWM
2112
Crowley Wealth Management
Delaware
$43.4K – – –
PSFG
2113
Park Square Financial Group
Georgia
$42.6K -$15.4K -104 -28%
BTC
2114
Bank & Trust Company
Illinois
$42.1K – – –
HFS
2115
Hopwood Financial Services
Virginia
$42K – – –
HHMI
2116
Howard Hughes Medical Institute
Maryland
$41.5K -$886 -6 -2%
HWP
2117
Highline Wealth Partners
California
$41.4K +$10.2K +69 +36%
DCM
2118
Davis Capital Management
Florida
$41.3K +$38.4K +260 New
MWA
2119
Medallion Wealth Advisors
Connecticut
$41K -$4.13K -28 -10%
EAM
2120
Eukles Asset Management
Ohio
$40.9K -$25K -169 -40%
HFM
2121
Hartford Financial Management
Connecticut
$40.1K -$81.8K -554 -69%
CCM
2122
Cloud Capital Management
Washington
$40K +$37.2K +252 New
MAM
2123
Meeder Asset Management
Ohio
$39.6K -$73.8K -500 -67%
RWM
2124
RMG Wealth Management
Wisconsin
$39.3K – – –
SIC
2125
SJS Investment Consulting
Ohio
$39.1K +$31.3K +212 +624%
83 84
85
86 87