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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
2576
Whelan Financial
California
– -$243K -1,530 Closed
MWM
2577
Meadowbrook Wealth Management
New York
– -$237K -1,492 Closed
WEG
2578
World Equity Group
Illinois
– -$212K -1,342 Closed
NPT
2579
National Philanthropic Trust
Pennsylvania
– -$213K -1,339 Closed
CFG
2580
Carter Financial Group
Illinois
– -$204K -1,284 Closed
GWSG
2581
GPS Wealth Strategies Group
Colorado
– -$204K -1,284 Closed
HA
2582
Helium Advisors
Washington
– -$204K -1,282 Closed
ABWM
2583
Alpine Bank Wealth Management
Colorado
– -$167K -1,050 Closed
FFWM
2584
Future Financial Wealth Management
Ohio
– -$159K -1,000 Closed
FLP
2585
Financial Life Planners
Arizona
– -$143K -899 Closed
GFWA
2586
Grey Fox Wealth Advisors
Delaware
– -$76.2K -479 Closed
NC
2587
North Capital
Utah
– -$64.5K -406 Closed
TIM
2588
Tortoise Investment Management
New York
– -$64.6K -406 Closed
CWM
2589
Crowley Wealth Management
Delaware
– -$43.4K -273 Closed
HFS
2590
Hopwood Financial Services
Virginia
– -$42K -264 Closed
CCM
2591
Cloud Capital Management
Washington
– -$40K -252 Closed
MSG
2592
Main Street Group
Virginia
– -$38K -239 Closed
PPA
2593
Painted Porch Advisors
California
– -$36.7K -231 Closed
SAM
2594
Strive Asset Management
Ohio
– -$34.3K -216 Closed
FLFS
2595
Family Legacy Financial Solutions
North Carolina
– -$33.8K -213 Closed
HWA
2596
Heartwood Wealth Advisors
Virginia
– -$19.9K -125 Closed
FGAM
2597
Financial Gravity Asset Management
Texas
– -$13.9K -87 Closed
MAM
2598
MMA Asset Management
Pennsylvania
– -$12.9K -81 Closed
UOIF
2599
University of Illinois Foundation
Illinois
– -$12K -75 Closed
JFG
2600
JDM Financial Group
Texas
– -$6.04K -38 Closed
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