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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CMP
2726
Coston McIsaac & Partners
Maine
$4K – – –
RG
2727
RHL Group
Michigan
$3.76K +$3.56K +18 New
IW
2728
Imprint Wealth
South Carolina
$3.35K – – –
SFCL
2729
Strengthening Families & Communities LLC
Massachusetts
$3.35K +$3.17K +16 New
TBFA
2730
Three Bearings Fiduciary Advisors
New Hampshire
$3.14K – – –
CYG
2731
Clean Yield Group
Vermont
$2.93K – – –
LAS
2732
Lloyd Advisory Services
Georgia
$2.52K -$20.6K -104 -90%
CCC
2733
Chelsea Counsel Company
California
$2.09K – – –
CFG
2734
CKW Financial Group
Hawaii
$2K +$1.58K +8 New
NWM
2735
Navigoe Wealth Management
California
$2K +$2.38K +12 New
MSWM
2736
Mowery & Schoenfeld Wealth Management
Illinois
$1.9K – – –
P
2737
Palladiem
Pennsylvania
$1.46K – – –
NL
2738
NorthAvenue LLC
Ohio
$1.25K – – –
SWAG
2739
Spectrum Wealth Advisory Group
California
$1.05K +$990 +5 New
APW
2740
Atlantic Private Wealth
North Carolina
$1.04K – – –
IPS
2741
Investors Portfolio Services
Washington
$1.04K – – –
EA
2742
Evolution Advisers
Virginia
$1K +$594 +3 +150%
3FI
2743
3 Factor Indexing
California
$837 – – –
BDPWM
2744
Barnes Dennig Private Wealth Management
Ohio
$836 +$792 +4 New
CI
2745
Cordant Inc
Oregon
$471 +$396 +2 New
RJA
2746
Ross\Johnson & Associates
Minnesota
$209 – – –
Renaissance Technologies
2747
Renaissance Technologies
New York
– -$111M -674,111 Closed
JCM
2748
Junto Capital Management
New York
– -$93M -565,255 Closed
CIM
2749
Caldwell Investment Management
Ontario, Canada
– -$39.6M -250,000 Closed
HP
2750
Hound Partners
New York
– -$23.3M -141,570 Closed