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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1326
CreativeOne Wealth
Kansas
$245K +$21.6K +218 +9%
CQS
1327
Credential Qtrade Securities
$245K -$41.5K -419 -14%
BOPW
1328
Brandywine Oak Private Wealth
Pennsylvania
$244K +$396 +4 +0.2%
NEWAS
1329
N.E.W. Advisory Services
Wisconsin
$244K +$13.1K +132 +6%
CL
1330
Choreo LLC
Illinois
$244K +$249K +2,510 New
CCFM
1331
Clear Creek Financial Management
Washington
$243K – – –
HCM
1332
Highlander Capital Management
New Jersey
$243K – – –
KS
1333
Karpas Strategies
Connecticut
$243K – – –
SC
1334
Sepio Capital
Utah
$243K +$248K +2,502 New
WP
1335
WealthSource Partners
California
$241K -$182K -1,836 -43%
VCG
1336
Vantage Consulting Group
Virginia
$241K -$29.1K -294 -11%
CLOS
1337
Compagnie Lombard Odier SCmA
Switzerland
$240K – – –
ESB
1338
Essex Savings Bank
Connecticut
$239K -$6.04K -61 -3%
CAI
1339
Capital Advisors Inc
Oklahoma
$239K +$25.3K +255 +12%
SBL
1340
Sargent Bickham Lagudis
Colorado
$238K – – –
RW
1341
REDW Wealth
New Mexico
$237K – – –
BTW
1342
Boston Trust Walden
Massachusetts
$236K – – –
HI
1343
Harrington Investments
California
$236K +$240K +2,425 New
HI
1344
Humankind Investments
New York
$235K -$12.7K -128 -5%
CWM
1345
Chesapeake Wealth Management
Virginia
$235K -$1.29K -13 -0.5%
EWA
1346
Exencial Wealth Advisors
Oklahoma
$234K -$273K -2,753 -53%
MC
1347
Machina Capital
France
$234K +$238K +2,400 New
EA
1348
Ellsworth Advisors
Ohio
$233K +$19.8K +200 +9%
IAS
1349
IMA Advisory Services
Colorado
$232K -$712K -7,185 -75%
FWM
1350
Focused Wealth Management
New York
$232K – – –
52 53
54
55 56