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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EIP
1351
Easterly Investment Partners
Massachusetts
$318K -$14.7M -154,302 -98%
APP
1352
Avantax Planning Partners
Iowa
$318K -$36.4K -382 -10%
GPA
1353
Guerra Pan Advisors
New Jersey
$315K – – –
CIC
1354
Crawford Investment Counsel
Georgia
$315K -$476 -5 -0.2%
CT
1355
ClearAlpha Technologies
Connecticut
$314K +$308K +3,231 New
JWM
1356
JGP Wealth Management
Oregon
$313K -$1.24K -13 -0.4%
CFM
1357
Catalyst Funds Management
Australia
$311K -$980K -10,300 -76%
AF
1358
Apexium Financial
Texas
$311K -$5.04K -53 -2%
ESB
1359
Essex Savings Bank
Connecticut
$310K -$72.2K -758 -19%
HGA
1360
Hobbs Group Advisors
South Carolina
$309K +$303K +3,181 New
WA
1361
Waddell & Associates
Tennessee
$309K +$13.6K +143 +5%
SCI
1362
Silver Coast Investments
United States
$308K -$93.8K -985 -24%
CWM
1363
Circle Wealth Management
New Jersey
$308K -$53K -557 -15%
CA
1364
Continuum Advisory
Idaho
$307K +$15.6K +164 +5%
AGWCA
1365
Annis Gardner Whiting Capital Advisors
Florida
$307K +$32.1K +337 +12%
FA
1366
Fiducient Advisors
Illinois
$306K -$6.95K -73 -2%
SLWA
1367
San Luis Wealth Advisors
California
$306K +$299K +3,144 New
NB
1368
Northwest Bancshares
Pennsylvania
$302K -$1.43K -15 -0.5%
NWA
1369
Navis Wealth Advisors
New York
$301K -$6.38K -67 -2%
ZF
1370
Zhang Financial
Michigan
$301K +$6.09K +64 +2%
TWM
1371
Trueblood Wealth Management
Ohio
$299K – – –
MF
1372
Manchester Financial
California
$297K – – –
BFC
1373
Bedel Financial Consulting
Indiana
$297K +$95 +1 +0%
LIG
1374
Lokken Investment Group
Delaware
$297K – – –
OIA
1375
Optimum Investment Advisors
Illinois
$296K – – –
53 54
55
56 57