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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
KCM
2701
Key Capital Management
Tennessee
$4.39K +$1.78K +9 +75%
JFA
2702
JNBA Financial Advisors
Minnesota
$4.18K +$2.38K +12 +150%
CMP
2703
Coston McIsaac & Partners
Maine
$4K
RG
2704
RHL Group
Michigan
$3.76K +$3.56K +18 New
VC
2705
Vestor Capital
Illinois
$3.75K -$42.6M -215,215 -96%
IW
2706
Imprint Wealth
South Carolina
$3.35K
SFCL
2707
Strengthening Families & Communities LLC
Massachusetts
$3.35K +$3.17K +16 New
TBFA
2708
Three Bearings Fiduciary Advisors
New Hampshire
$3.14K
CYG
2709
Clean Yield Group
Vermont
$2.93K
LAS
2710
Lloyd Advisory Services
Georgia
$2.52K -$20.6K -104 -90%
CCC
2711
Chelsea Counsel Company
California
$2.09K
CFG
2712
CKW Financial Group
Hawaii
$2K +$1.58K +8 New
NWM
2713
Navigoe Wealth Management
California
$2K +$2.38K +12 New
MSWM
2714
Mowery & Schoenfeld Wealth Management
Illinois
$1.9K
P
2715
Palladiem
Pennsylvania
$1.46K
NL
2716
NorthAvenue LLC
Ohio
$1.25K
SWAG
2717
Spectrum Wealth Advisory Group
California
$1.05K +$990 +5 New
APW
2718
Atlantic Private Wealth
North Carolina
$1.04K
IPS
2719
Investors Portfolio Services
Washington
$1.04K
EA
2720
Evolution Advisers
Virginia
$1K +$594 +3 +150%
3FI
2721
3 Factor Indexing
California
$837
BDPWM
2722
Barnes Dennig Private Wealth Management
Ohio
$836 +$792 +4 New
CI
2723
Cordant Inc
Oregon
$471 +$396 +2 New
RJA
2724
Ross\Johnson & Associates
Minnesota
$209
Renaissance Technologies
2725
Renaissance Technologies
New York
-$111M -674,111 Closed