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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
1051
Lyell Wealth Management
California
– -$286K -6,775 Closed
FAM
1052
Formidable Asset Management
Ohio
– -$571K -6,713 Closed
SLG
1053
Stanley-Laman Group
Pennsylvania
– -$257K -6,087 Closed
GPA
1054
Garrison Point Advisors
California
– -$244K -5,778 Closed
KA
1055
KLCM Advisors
Wisconsin
– -$240K -5,684 Closed
FI
1056
Fosun International
China
– -$231K -5,477 Closed
IIA
1057
IPG Investment Advisors
California
– -$230K -5,450 Closed
BWAM
1058
Boyd Watterson Asset Management
Ohio
– -$229K -5,435 Closed
PWAG
1059
Polaris Wealth Advisory Group
California
– -$234K -5,386 Closed
STA
1060
Summit Trail Advisors
New York
– -$215K -5,100 Closed
JIC
1061
Johnson Investment Counsel
Ohio
– -$210K -4,984 Closed
VCM
1062
Vivaldi Capital Management
Illinois
– -$208K -4,934 Closed
PAS
1063
Park Avenue Securities
New York
– -$214K -4,917 Closed
JIP
1064
Jaffetilchin Investment Partners
Florida
– -$207K -4,903 Closed
FI
1065
FormulaFolio Investments
Michigan
– -$204K -4,830 Closed
BBNA
1066
Bremer Bank National Association
Minnesota
– -$230K -4,774 Closed
BCM
1067
Brasada Capital Management
Texas
– -$190K -4,500 Closed
LFA
1068
Legacy Financial Advisors
Kentucky
– -$175K -4,137 Closed
OWD
1069
Osborn Williams & Donohoe
Ohio
– -$172K -3,832 Closed
PGA
1070
Premia Global Advisors
Florida
– -$153K -3,626 Closed
AIM
1071
Assured Investment Management
New York
– -$151K -3,585 Closed
MFW
1072
Mosaic Family Wealth
Missouri
– -$136K -3,221 Closed
OFW
1073
Omnia Family Wealth
Florida
– -$102K -2,424 Closed
IWP
1074
Icon Wealth Partners
Texas
– -$86K -2,044 Closed
FC
1075
Ferris Capital
Massachusetts
– -$83K -1,965 Closed
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