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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFT
2301
Moisand Fitzgerald Tamayo
Florida
$62K – – –
FCT
2302
First Community Trust
Iowa
$61.4K +$51.9K +300 +411%
EIM
2303
Essex Investment Management
Massachusetts
$59.7K – – –
TWD
2304
True Wealth Design
Ohio
$59.4K +$16.3K +94 +35%
FNWA
2305
Financial Network Wealth Advisors
Utah
$59.2K -$4.33K -25 -6%
ETS
2306
ESL Trust Services
New York
$59.2K – – –
AFC
2307
Ares Financial Consulting
California
$59.2K – – –
CC
2308
Corsicana & Co
Texas
$58.3K – – –
FCAS
2309
First Command Advisory Services
Texas
$57.3K +$48.5K +280 +412%
NF
2310
Napier Financial
Massachusetts
$56.8K +$59.7K +345 New
GCP
2311
Gill Capital Partners
Colorado
$56.4K +$59.4K +343 New
1CP
2312
1015 Capital Partners
Pennsylvania
$55.8K – – –
FWA
2313
Flagship Wealth Advisors
Massachusetts
$55.8K – – –
DFA
2314
DHJJ Financial Advisors
Illinois
$55.7K – – –
KG
2315
Kilter Group
New York
$55.5K +$5.89K +34 +11%
IWP
2316
IAG Wealth Partners
Wisconsin
$54.3K +$19.2K +111 +51%
SIC
2317
SJS Investment Consulting
Ohio
$52.8K +$5.19K +30 +10%
BCM
2318
Boreal Capital Management
Florida
$51K -$16.3K -94 -23%
MSG
2319
Main Street Group
Virginia
$50.5K +$53.1K +307 New
AIM
2320
Access Investment Management
Georgia
$49.9K – – –
MCA
2321
McGuire Capital Advisors
Oklahoma
$48.5K +$9.7K +56 +23%
PP
2322
Paladin Partners
Wisconsin
$47.6K – – –
RWM
2323
RMG Wealth Management
Wisconsin
$47.4K – – –
MWA
2324
Miller Wealth Advisors
Colorado
$46.9K – – –
MWA
2325
Medallion Wealth Advisors
Connecticut
$45.8K +$519 +3 +1%
91 92
93
94 95