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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FSA
1401
Fort Sheridan Advisors
Illinois
$214K -$33.9K -398 -14%
BOPW
1402
Brandywine Oak Private Wealth
Pennsylvania
$213K +$214K +2,511 New
HCM
1403
Highlander Capital Management
New Jersey
$213K – – –
BMO
1404
Beck Mack & Oliver
New York
$213K +$213K +2,500 New
HCM
1405
Hall Capital Management
Rhode Island
$212K +$212K +2,490 New
HPM
1406
Hoxton Planning & Management
West Virginia
$211K +$211K +2,477 New
CC
1407
Cipher Capital
New York
$211K -$5.81M -68,201 -96%
NEWAS
1408
N.E.W. Advisory Services
Wisconsin
$210K +$211K +2,475 New
ETH
1409
Exos TFP Holdings
New York
$208K +$197K +2,311 +1,725%
ZIMP
1410
Zimmermann Investment Management & Planning
Pennsylvania
$208K -$22.9K -269 -10%
IWA
1411
IVC Wealth Advisors
Pennsylvania
$207K +$208K +2,436 New
WTB
1412
Washington Trust Bank
Washington
$207K +$207K +2,431 New
RW
1413
REDW Wealth
New Mexico
$207K +$207K +2,433 New
DMBA
1414
Deseret Mutual Benefit Administrators
Utah
$207K -$174K -2,044 -46%
BTW
1415
Boston Trust Walden
Massachusetts
$206K +$207K +2,423 New
SIA
1416
Soltis Investment Advisors
Utah
$206K +$206K +2,421 New
TA
1417
TrueWealth Advisors
Alabama
$205K +$206K +2,415 New
SWIM
1418
Smallwood Wealth Investment Management
New Jersey
$204K -$40.5K -475 -17%
CP
1419
Castleview Partners
Texas
$204K -$23.9K -280 -10%
FAIM
1420
Financial Advocates Investment Management
Washington
$203K +$204K +2,389 New
MW
1421
MBL Wealth
North Carolina
$203K -$32.3K -379 -14%
PWMG
1422
Prestige Wealth Management Group
New Jersey
$200K +$5.2K +61 +3%
HA
1423
HFG Advisors
Ohio
$200K +$201K +2,355 New
FNBOSM
1424
First National Bank of South Miami
Florida
$200K – – –
PPC
1425
Park Place Capital
Alabama
$200K +$200K +2,349 New
55 56
57
58 59