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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SPWG
2601
Syntegra Private Wealth Group
Missouri
– -$235K -1,322 Closed
CNTOF
2602
Canandaigua National Trust of Florida
New York
– -$231K -1,301 Closed
SFS
2603
Stiles Financial Services
Minnesota
– -$229K -1,291 Closed
ACA
2604
Affinity Capital Advisors
California
– -$226K -1,275 Closed
LAIC
2605
Lederer & Associates Investment Counsel
California
– -$226K -1,275 Closed
MC
2606
Mirabaud & Cie
Switzerland
– -$225K -1,270 Closed
PCA
2607
Private Capital Advisors
Connecticut
– -$222K -1,252 Closed
BWP
2608
BlueStem Wealth Partners
Minnesota
– -$221K -1,245 Closed
ML
2609
Mayport LLC
Massachusetts
– -$219K -1,234 Closed
WPW
2610
Watershed Private Wealth
Illinois
– -$215K -1,213 Closed
ACA
2611
AllStreet Capital Advisors
California
– -$215K -1,212 Closed
DAM
2612
DLD Asset Management
New York
– -$214K -1,206 Closed
LOWM
2613
Laurel Oak Wealth Management
New Jersey
– -$214K -1,204 Closed
MWP
2614
Meridian Wealth Partners
Pennsylvania
– -$214K -1,203 Closed
FFB
2615
First Financial Bankshares
Texas
– -$213K -1,201 Closed
TWA
2616
Trace Wealth Advisors
California
– -$213K -1,200 Closed
AIP
2617
Alexis Investment Partners
Texas
– -$213K -1,197 Closed
SIM
2618
SSI Investment Management
California
– -$212K -1,196 Closed
WA
2619
WESPAC Advisors
California
– -$212K -1,194 Closed
WMWM
2620
Wilkins Miller Wealth Management
Alabama
– -$211K -1,187 Closed
JMFC
2621
J.M. Forbes & Co
Massachusetts
– -$211K -1,186 Closed
FWTB
2622
First Western Trust Bank
Colorado
– -$210K -1,183 Closed
TFCP
2623
Twin Focus Capital Partners
Massachusetts
– -$210K -1,183 Closed
EWA
2624
Evolution Wealth Advisors
Florida
– -$209K -1,179 Closed
SI
2625
Seeds Investor
New York
– -$209K -1,177 Closed
103 104
105
106 107