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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
1701
Kolinsky Wealth Management
New Jersey
-$229K -2,620 Closed
MA
1702
Maxele Advisors
Missouri
-$229K -2,615 Closed
EH
1703
EMG Holdings
Connecticut
-$227K -2,600 Closed
GPFA
1704
Game Plan Financial Advisors
Ohio
-$227K -2,600 Closed
WTB
1705
Washington Trust Bank
Washington
-$226K -2,590 Closed
SWM
1706
Silverlake Wealth Management
Vermont
-$225K -2,577 Closed
SGI
1707
Summit Global Investments
Utah
-$224K -2,563 Closed
AIP
1708
Almanack Investment Partners
Pennsylvania
-$223K -2,557 Closed
FAM
1709
Formidable Asset Management
Ohio
-$223K -2,548 Closed
AMBIA
1710
Allen Mooney & Barnes Investment Advisors
Georgia
-$221K -2,532 Closed
MCM
1711
Maryland Capital Management
Maryland
-$221K -2,523 Closed
BCA
1712
Bay Colony Advisors
Massachusetts
-$220K -2,514 Closed
BOPW
1713
Brandywine Oak Private Wealth
Pennsylvania
-$219K -2,511 Closed
HWM
1714
Hemington Wealth Management
Virginia
-$219K -2,504 Closed
BMO
1715
Beck Mack & Oliver
New York
-$219K -2,500 Closed
HCM
1716
Hall Capital Management
Rhode Island
-$218K -2,490 Closed
MPW
1717
Monterey Private Wealth
California
-$224K -2,486 Closed
EA
1718
Ellsworth Advisors
Ohio
-$224K -2,472 Closed
RCA
1719
Resonant Capital Advisors
Wisconsin
-$214K -2,463 Closed
DCM
1720
Deuterium Capital Management
Florida
-$215K -2,462 Closed
ES
1721
Eagle Strategies
New York
-$215K -2,454 Closed
GAM
1722
Grandview Asset Management
Pennsylvania
-$215K -2,454 Closed
ABC
1723
Associated Banc-Corp
Wisconsin
-$215K -2,451 Closed
RW
1724
REDW Wealth
New Mexico
-$213K -2,433 Closed
PWA
1725
Primoris Wealth Advisors
Florida
-$212K -2,429 Closed