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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IEFM
1451
IQ EQ Fund Management
Ireland
$256K – – –
ET
1452
Equitable Trust
Tennessee
$256K +$42.5K +446 +20%
IIM
1453
InTrack Investment Management
Vermont
$256K -$9.52K -100 -4%
HWMG
1454
Hurlow Wealth Management Group
Indiana
$256K -$1.14K -12 -0.5%
BOPW
1455
Brandywine Oak Private Wealth
Pennsylvania
$255K – – –
DJSG
1456
D.J. St. Germain
Massachusetts
$255K -$44K -462 -15%
PWA
1457
Prairie Wealth Advisors
Nebraska
$255K +$666 +7 +0.3%
WCWM
1458
Willow Creek Wealth Management
California
$255K -$286 -3 -0.1%
EA
1459
Ellsworth Advisors
Ohio
$253K +$286 +3 +0.1%
WFI
1460
West Family Investments
California
$252K +$2.57K +27 +1%
HFS
1461
Howard Financial Services
Texas
$252K +$4.38K +46 +2%
TCWA
1462
Turtle Creek Wealth Advisors
Texas
$252K +$5.33K +56 +2%
AI
1463
Accredited Investors
Minnesota
$251K -$16.4K -172 -6%
AFA
1464
AA Financial Advisors
Ohio
$251K – – –
TA
1465
TFB Advisors
Kansas
$249K +$244K +2,563 New
BOM
1466
Bank of Marin
California
$248K +$243K +2,553 New
TNA
1467
True North Advisors
Texas
$247K -$28.9K -304 -11%
FAM
1468
Formidable Asset Management
Ohio
$246K +$20.8K +218 +9%
FZCM
1469
Flynn Zito Capital Management
New York
$246K +$381 +4 +0.2%
BFA
1470
Bragg Financial Advisors
North Carolina
$245K – – –
DAM
1471
Doheny Asset Management
California
$245K – – –
ACI
1472
Alpha Cubed Investments
California
$244K +$239K +2,507 New
SWM
1473
Segment Wealth Management
Texas
$243K -$10.5K -110 -4%
BMO
1474
Beck Mack & Oliver
New York
$243K – – –
MFG
1475
Mosaic Financial Group
Illinois
$242K -$124K -1,298 -34%
57 58
59
60 61