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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FM
1726
Family Management
New York
– -$256K -3,000 Closed
TAIM
1727
TD Ameritrade Investment Management
Nebraska
– -$256K -2,994 Closed
CA
1728
Crewe Advisors
Utah
– -$254K -2,977 Closed
PWP
1729
Phillips Wealth Planners
Mississippi
– -$235K -2,756 Closed
BC
1730
Brookfield Corp
Ontario, Canada
– -$235K -2,753 Closed
EA
1731
Ellsworth Advisors
Ohio
– -$233K -2,724 Closed
PCA
1732
Pallas Capital Advisors
Massachusetts
– -$233K -2,701 Closed
MC
1733
Machina Capital
France
– -$231K -2,700 Closed
LCM
1734
Lazari Capital Management
California
– -$228K -2,672 Closed
CT
1735
Chicago Trust
Illinois
– -$226K -2,646 Closed
SIA
1736
Soltis Investment Advisors
Utah
– -$224K -2,625 Closed
ZF
1737
Zhang Financial
Michigan
– -$224K -2,623 Closed
NFSG
1738
Newbridge Financial Services Group
Florida
– -$221K -2,591 Closed
IAIM
1739
Industrial Alliance Investment Management
Quebec, Canada
– -$218K -2,550 Closed
HWM
1740
Horizon Wealth Management
Illinois
– -$217K -2,546 Closed
WAG
1741
Winthrop Advisory Group
Massachusetts
– -$216K -2,523 Closed
EFG
1742
Ethos Financial Group
Pennsylvania
– -$221K -2,512 Closed
MAG
1743
Mayfair Advisory Group
Alabama
– -$206K -2,467 Closed
IWA
1744
IVC Wealth Advisors
Pennsylvania
– -$210K -2,457 Closed
BHIA
1745
Birch Hill Investment Advisors
Massachusetts
– -$209K -2,451 Closed
HWM
1746
Hemington Wealth Management
Virginia
– -$209K -2,450 Closed
PWA
1747
Primoris Wealth Advisors
Florida
– -$207K -2,429 Closed
HCM
1748
Hall Capital Management
Rhode Island
– -$207K -2,426 Closed
BTW
1749
Boston Trust Walden
Massachusetts
– -$207K -2,423 Closed
FFA
1750
Founders Financial Alliance
North Carolina
– -$204K -2,393 Closed
68 69
70
71 72