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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
RIA
1176
Realta Investment Advisors
Delaware
-$157K -3,133 Closed
HIIFS
1177
Harel Insurance Investments & Financial Services
Israel
-$158K -3,093 Closed
IWA
1178
Intercontinental Wealth Advisors
Texas
-$137K -2,492 Closed
AA
1179
Argent Advisors
Louisiana
-$122K -2,321 Closed
MS
1180
Mizuho Securities
Japan
-$102K -2,000 Closed
WG
1181
Welch Group
Alabama
-$102K -2,000 Closed
PA
1182
PSI Advisors
Florida
-$94K -1,848 Closed
MIFH
1183
Migdal Insurance & Financial Holdings
Israel
-$63K -1,236 Closed
CLOS
1184
Compagnie Lombard Odier SCmA
Switzerland
-$58K -1,125 Closed
SIC
1185
Samalin Investment Counsel
New York
-$56K -1,100 Closed
KWM
1186
Keebeck Wealth Management
Illinois
-$54K -1,060 Closed
AP
1187
Americana Partners
Texas
-$52K -1,031 Closed
CYG
1188
Clean Yield Group
Vermont
-$42K -814 Closed
PO
1189
Private Ocean
California
-$40K -775 Closed
HWM
1190
Howard Wealth Management
Connecticut
-$31K -619 Closed
BCI
1191
Brinker Capital Investments
Pennsylvania
-$30K -586 Closed
TWP
1192
TFO Wealth Partners
Ohio
-$25K -500 Closed
TA
1193
TFG Advisers
Michigan
-$23K -459 Closed
IWP
1194
IAG Wealth Partners
Wisconsin
-$23K -435 Closed
VEA
1195
Virtus ETF Advisers
New York
-$22K -435 Closed
VCM
1196
Vigilant Capital Management
Maine
-$21K -408 Closed
TCWM
1197
Total Clarity Wealth Management
Illinois
-$20K -400 Closed
TFA
1198
Tobias Financial Advisors
Florida
-$15K -293 Closed
FPS
1199
Fieldpoint Private Securities
Connecticut
-$11K -213 Closed
MSFP
1200
Mark Sheptoff Financial Planning
Connecticut
-$10K -200 Closed