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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
2326
Dogwood Wealth Management
Kansas
$60K +$4K +24 +8%
GWM
2327
Greenline Wealth Management
Florida
$59.8K +$56.2K +337 New
CWMS
2328
CFG Wealth Management Services
Indiana
$58.2K +$54.7K +328 New
TM
2329
Torren Management
California
$57.6K +$54.2K +325 New
LWANC
2330
Laurel Wealth Advisors (North Carolina)
North Carolina
$57.3K +$53.9K +323 New
HIIFS
2331
Harel Insurance Investments & Financial Services
Israel
$55K – – –
KG
2332
Kilter Group
New York
$53.8K +$13.3K +80 +36%
MCA
2333
Maryland Capital Advisors
Maryland
$53.3K – – –
SIC
2334
SJS Investment Consulting
Ohio
$51.7K +$7.51K +45 +18%
PP
2335
Paladin Partners
Wisconsin
$51.3K +$48.2K +289 New
MWA
2336
Miller Wealth Advisors
Colorado
$50.6K – – –
BAM
2337
Byrne Asset Management
New Jersey
$50.4K – – –
TFG
2338
Team Financial Group
California
$49K – – –
MWA
2339
Medallion Wealth Advisors
Connecticut
$48.8K +$3K +18 +7%
AIM
2340
Access Investment Management
Georgia
$48.2K – – –
FIM
2341
FWL Investment Management
Texas
$47.9K +$33.5K +201 +291%
HFM
2342
Hartford Financial Management
Connecticut
$47.8K +$2.84K +17 +7%
TWD
2343
True Wealth Design
Ohio
$47.4K -$1.5K -9 -3%
MO
2344
McMillan Office
Michigan
$47.4K +$44.5K +267 New
AWM
2345
Abound Wealth Management
Tennessee
$47.3K +$4.34K +26 +11%
BTC
2346
Bank & Trust Company
Illinois
$47K – – –
HHMI
2347
Howard Hughes Medical Institute
Maryland
$46.3K – – –
HWP
2348
Highline Wealth Partners
California
$46.2K – – –
RWM
2349
RMG Wealth Management
Wisconsin
$45.3K – – –
EF
2350
Entrust Financial
Pennsylvania
$43K +$40.4K +242 New
92 93
94
95 96