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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TFG
2326
Team Financial Group
California
$45.4K – – –
AWM
2327
Abound Wealth Management
Tennessee
$45.4K +$1.73K +10 +4%
TCM
2328
Triumph Capital Management
Colorado
$45.1K +$19.6K +113 +70%
HPBT
2329
Hickory Point Bank & Trust
Illinois
$44.6K +$46.9K +271 New
MO
2330
McMillan Office
Michigan
$43.9K – – –
BTC
2331
Bank & Trust Company
Illinois
$43.6K – – –
PF
2332
PlanVest Financial
Maryland
$42.8K +$45K +260 New
BAM
2333
Byrne Asset Management
New Jersey
$42.6K -$4.33K -25 -9%
OWA
2334
Opal Wealth Advisors
New York
$42.5K +$44.7K +258 New
EC
2335
Elequin Capital
New York
$41.5K +$43.6K +252 New
PMFA
2336
Plante Moran Financial Advisors
Michigan
$41.2K -$75.3K -435 -64%
DWP
2337
Destiny Wealth Partners
Florida
$41.1K +$43.3K +250 New
Q1WB
2338
Quest 10 Wealth Builders
Virginia
$41K +$14.4K +83 +50%
AT
2339
Arlington Trust
Alabama
$40.2K +$24.9K +144 +144%
HFM
2340
Hartford Financial Management
Connecticut
$40K -$4.5K -26 -10%
RF
2341
Rossby Financial
Florida
$39.5K +$27.2K +157 +194%
EAM
2342
Eukles Asset Management
Ohio
$39.3K – – –
BFP
2343
Birchwood Financial Partners
Minnesota
$38.8K – – –
AW
2344
Avion Wealth
Texas
$38K +$3.29K +19 +9%
SR
2345
Swiss Re
Switzerland
$37.9K – – –
FFA
2346
Frazier Financial Advisors
Ohio
$35.7K +$18.7K +108 +99%
JGCM
2347
Joseph Group Capital Management
Ohio
$35.4K +$13.3K +77 +56%
DCM
2348
Davis Capital Management
Florida
$34.7K -$173 -1 -0.5%
GWP
2349
Gen-Wealth Partners
Michigan
$34.7K +$32.2K +186 +744%
WAG
2350
Wilkerson Advisory Group
Missouri
$34.6K +$14.4K +83 +65%
92 93
94
95 96