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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1301
Crewe Advisors
Utah
$271K -$12.6K -148 -4%
JCM
1302
Janney Capital Management
Pennsylvania
$269K +$85 +1 +0%
XT
1303
XTX Topco
Cayman Islands
$268K -$1.07M -12,609 -80%
MF
1304
Manchester Financial
California
$268K -$37.1K -435 -12%
PWP
1305
Phillips Wealth Planners
Mississippi
$267K +$229K +2,688 New
SG
1306
Stonnington Group
California
$267K – – –
OCM
1307
Objective Capital Management
Ohio
$266K +$6.65K +78 +3%
SCM
1308
SOL Capital Management
Maryland
$265K – – –
PVH
1309
Psagot Value Holdings
Israel
$265K -$34.9K -409 -12%
ORC
1310
O'Rourke & Company
Massachusetts
$265K +$8.78K +103 +3%
SFS
1311
Stiles Financial Services
Minnesota
$264K +$1.88K +22 +0.7%
HHGA
1312
Halbert Hargrove Global Advisors
California
$263K -$16.5K -194 -6%
CWM
1313
Centric Wealth Management
Illinois
$263K -$86.5K -1,015 -25%
PAM
1314
Private Asset Management
California
$262K – – –
NFSG
1315
Newbridge Financial Services Group
Florida
$261K -$8.44K -99 -3%
IIM
1316
Ipswich Investment Management
Massachusetts
$261K – – –
GC
1317
Gratus Capital
Georgia
$261K -$14.5M -170,631 -98%
SPWM
1318
Spartan Planning & Wealth Management
North Carolina
$260K +$261K +3,060 New
FAFN
1319
First Affirmative Financial Network
Colorado
$260K +$23.2K +272 +10%
MGIM
1320
M&G Investment Management
United Kingdom
$258K – – –
I
1321
IMPACTfolio
Colorado
$258K +$1.36K +16 +0.5%
AWM
1322
Aprio Wealth Management
Georgia
$257K +$36.2K +425 +16%
FOA
1323
Five Oceans Advisors
California
$257K -$8.69K -102 -3%
SOAMC
1324
Spirit of America Management Corp
New York
$255K – – –
KA
1325
Kozak & Associates
Colorado
$255K +$85 +1 +0%
51 52
53
54 55