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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
1101
Avantax Planning Partners
Iowa
$386K +$21.9K +267 +6%
FFG
1102
Fortem Financial Group
California
$385K -$427K -5,217 -51%
IWM
1103
IHT Wealth Management
Illinois
$385K +$25.9K +316 +7%
FMP
1104
Financial Management Professionals
Texas
$385K +$45.1K +551 +12%
SAS
1105
Stelac Advisory Services
New York
$385K +$257K +3,141 +163%
CC
1106
Cipher Capital
New York
$383K +$413K +5,037 New
AWG
1107
Altus Wealth Group
Colorado
$381K -$3.28K -40 -1%
EWA
1108
Exencial Wealth Advisors
Oklahoma
$381K +$18.9K +231 +5%
EL
1109
ERN LLC
Delaware
$380K +$410K +5,000 New
RSWM
1110
Robertson Stephens Wealth Management
California
$380K +$410K +5,000 New
BG
1111
Bahl & Gaynor
Ohio
$379K +$32.6K +398 +9%
VCM
1112
Vivaldi Capital Management
Illinois
$379K +$45.4K +554 +13%
LWM
1113
Laidlaw Wealth Management
New York
$376K +$2.62K +32 +0.7%
HI
1114
Hudock Inc
Pennsylvania
$376K +$2.87K +35 +0.7%
XSC
1115
X-Square Capital
Puerto Rico
$375K -$5.24K -64 -1%
GL
1116
Graypoint LLC
New York
$375K +$79K +965 +24%
B
1117
Barings
North Carolina
$374K -$254K -3,103 -39%
PBO
1118
Peoples Bank (Ohio)
Ohio
$374K -$6.55K -80 -2%
TC
1119
Trilogy Capital
California
$372K -$88.2K -1,077 -18%
RTS
1120
Round Table Services
New Jersey
$371K +$146K +1,779 +57%
RIL
1121
Rothschild Investment LLC
Illinois
$369K – – –
OPPTF
1122
OPSEU Pension Plan Trust Fund
Ontario, Canada
$368K -$451K -5,500 -53%
GA
1123
Geller Advisors
New York
$365K -$15.6K -190 -4%
OFW
1124
Omnia Family Wealth
Florida
$365K – – –
SRAM
1125
Spouting Rock Asset Management
Pennsylvania
$365K +$394K +4,805 New
43 44
45
46 47