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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
2301
Kemnay Advisory Services
New York
$84.3K +$79.2K +475 New
AAG
2302
Accordant Advisory Group
Maryland
$83.4K – – –
IAS
2303
IMA Advisory Services
Colorado
$80.2K +$9.01K +54 +14%
PGAM
2304
Princeton Global Asset Management
New Jersey
$79.4K +$44.7K +268 +150%
BCM
2305
Basso Capital Management
Connecticut
$78.8K +$74.1K +444 New
PWA
2306
Provenance Wealth Advisors
Florida
$78.6K – – –
SN
2307
Sittner & Nelson
Oregon
$77.9K – – –
DPW
2308
DiNuzzo Private Wealth
Pennsylvania
$77.4K -$44.5K -267 -38%
AEPWM
2309
Atlantic Edge Private Wealth Management
Florida
$76.3K – – –
VWA
2310
VSM Wealth Advisory
Maryland
$76.2K +$167 +1 +0.2%
WA
2311
Westfuller Advisors
New York
$73.5K +$10.5K +63 +18%
RS
2312
Rakuten Securities
Japan
$73.1K +$2.5K +15 +4%
TLCM
2313
Twin Lakes Capital Management
California
$72.4K – – –
BCM
2314
Boreal Capital Management
Florida
$71.7K – – –
FWA
2315
Flagship Wealth Advisors
Massachusetts
$70.3K – – –
AWM
2316
Activest Wealth Management
Florida
$69.4K -$20.7K -124 -24%
FNWA
2317
Financial Network Wealth Advisors
Utah
$68.3K +$334 +2 +0.5%
GA
2318
GoalVest Advisory
New York
$67.5K +$58.2K +349 +1,126%
MFT
2319
Moisand Fitzgerald Tamayo
Florida
$66.9K – – –
RF
2320
Roxbury Financial
New Jersey
$66.6K +$334 +2 +0.5%
EIM
2321
Essex Investment Management
Massachusetts
$64.4K – – –
ETS
2322
ESL Trust Services
New York
$63.9K -$2.17K -13 -3%
AFC
2323
Ares Financial Consulting
California
$63.2K +$59.4K +356 New
1CP
2324
1015 Capital Partners
Pennsylvania
$60.2K +$56.5K +339 New
DFA
2325
DHJJ Financial Advisors
Illinois
$60K – – –
91 92
93
94 95