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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GFL
1601
Granite FO LLC
New Hampshire
$14.9K +$13.6K +160 New
CSPAM
1602
Cary Street Partners Asset Management
Virginia
$14.5K -$2.39K -28 -14%
SC
1603
Schubert & Co
Texas
$14.5K – – –
SCA
1604
Stuart Chaussee & Associates
California
$14.2K – – –
KFS
1605
Kelly Financial Services
Massachusetts
$13.8K +$85 +1 +0.6%
TIM
1606
Tortoise Investment Management
New York
$13.5K – – –
RWM
1607
Raffa Wealth Management
District of Columbia
$13.3K – – –
FPB
1608
First PREMIER Bank
South Dakota
$13K – – –
CWAF
1609
Core Wealth Advisors (Florida)
Florida
$12.2K +$9.29K +109 +321%
CT
1610
Colonial Trust
South Carolina
$12.1K +$12.1K +142 New
SC
1611
Sierra Capital
Florida
$11K – – –
Q
1612
QVR
California
$11K -$407K -4,779 -97%
JGIA
1613
Jackson Grant Investment Advisers
Connecticut
$10.8K – – –
SC
1614
Stephens Consulting
Michigan
$10.6K – – –
MWM
1615
MinichMacGregor Wealth Management
New York
$9.52K +$9.54K +112 New
SN
1616
Sittner & Nelson
Oregon
$9.18K – – –
ETC
1617
Exchange Traded Concepts
Oklahoma
$9.01K -$5.61M -65,881 -100%
TSW
1618
Thompson Siegel & Walmsley
Virginia
$9K – – –
LWANC
1619
Laurel Wealth Advisors (North Carolina)
North Carolina
$8.84K – – –
TCM
1620
Tradewinds Capital Management
Washington
$8.59K +$2.13K +25 +33%
GCM
1621
Gables Capital Management
Florida
$8.5K – – –
LWA
1622
Lowe Wealth Advisors
Maryland
$8.5K – – –
DFCM
1623
Dark Forest Capital Management
Puerto Rico
$8.42K +$8.44K +99 New
MBFW
1624
Morton Brown Family Wealth
Pennsylvania
$8.33K – – –
GWSA
1625
Global Wealth Strategies & Associates
Colorado
$8.16K +$8.18K +96 New
63 64
65
66 67