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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
2376
Red Tortoise LLC
Georgia
$31.2K +$167 +1 +0.6%
PSFG
2377
Park Square Financial Group
Georgia
$31.2K -$3.34K -20 -7%
AIC
2378
Archer Investment Corporation
Indiana
$31K -$2.84K -17 -9%
WIM
2379
Westside Investment Management
California
$31K +$4.17K +25 +17%
NWS
2380
Nvest Wealth Strategies
Ohio
$30.9K +$29K +174 New
Q1WB
2381
Quest 10 Wealth Builders
Virginia
$29.5K – – –
SC
2382
Stephens Consulting
Michigan
$28.8K +$6.17K +37 +30%
TCM
2383
Triumph Capital Management
Colorado
$28.6K +$26.9K +161 New
LWM
2384
Lodestone Wealth Management
Washington
$28.2K +$26.5K +159 New
PWMG
2385
Private Wealth Management Group
New Jersey
$28.1K -$3.34K -20 -11%
FPB
2386
First PREMIER Bank
South Dakota
$28K -$14.8K -89 -36%
AP
2387
Aspect Partners
Virginia
$27.9K -$13.8K -83 -35%
OW
2388
Olistico Wealth
Oklahoma
$27.3K +$25.7K +154 New
CIA
2389
Cape Investment Advisory
Georgia
$26.6K +$14K +84 +127%
RWA
2390
Redmont Wealth Advisors
Illinois
$25.2K – – –
PUI
2391
Purpose Unlimited Inc
$25K +$23.5K +141 New
JGCM
2392
Joseph Group Capital Management
Ohio
$24.5K +$23K +138 New
SVCP
2393
Silicon Valley Capital Partners
California
$24.5K +$167 +1 +0.7%
1L
2394
10Elms LLP
Oklahoma
$24.3K – – –
VWA
2395
Valued Wealth Advisors
Utah
$23K +$2.84K +17 +15%
WAG
2396
Wilkerson Advisory Group
Missouri
$22.5K +$21.2K +127 New
EWP
2397
Elevation Wealth Partners
California
$22.2K +$6.67K +40 +47%
VFM
2398
Vision Financial Markets
Connecticut
$22K – – –
PCM
2399
Penserra Capital Management
California
$22K -$599K -3,592 -97%
KTC
2400
Kentucky Trust Company
Kentucky
$21.1K – – –
94 95
96
97 98