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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
3IP
1751
3Chopt Investment Partners
Virginia
– -$128K -1,500 Closed
RBC
1752
Romano Brothers & Co
Illinois
– -$108K -1,272 Closed
WR
1753
WD Rutherford
Oregon
– -$103K -1,215 Closed
BHWM
1754
Bay Harbor Wealth Management
Maryland
– -$75K -887 Closed
OWA
1755
One Wealth Advisors
California
– -$67.5K -795 Closed
SVCP
1756
Silicon Valley Capital Partners
California
– -$63K -741 Closed
PWS
1757
Paragon Wealth Strategies
Florida
– -$53.5K -629 Closed
CA
1758
Corrado Advisors
New Jersey
– -$51K -600 Closed
FWA
1759
Freedom Wealth Alliance
Wisconsin
– -$42.5K -500 Closed
MS
1760
Marshall & Sullivan
Washington
– -$42.5K -500 Closed
CAS
1761
Coppell Advisory Solutions
Texas
– -$34K -400 Closed
CASC
1762
Coppell Advisory Solutions Corp
Texas
– -$34K -400 Closed
MCI
1763
MRP Capital Investments
Georgia
– -$34K -400 Closed
OIS
1764
Okabena Investment Services
Minnesota
– -$32.8K -386 Closed
MPCL
1765
My Personal CFO LLC
Washington
– -$30.4K -357 Closed
EC
1766
Elequin Capital
New York
– -$28.7K -338 Closed
AWM
1767
Accurate Wealth Management
Florida
– -$27.8K -312 Closed
CCC
1768
Chelsea Counsel Company
California
– -$25.5K -300 Closed
MSCM
1769
McElhenny Sheffield Capital Management
Texas
– -$25.5K -300 Closed
SC
1770
Seldon Capital
California
– -$24K -282 Closed
WOSD
1771
WFA of San Diego
California
– -$17K -200 Closed
RWMH
1772
Riverpoint Wealth Management Holdings
Illinois
– -$16.1K -190 Closed
BHWM
1773
Beaird Harris Wealth Management
Texas
– -$15.1K -178 Closed
SCA
1774
Stuart Chaussee & Associates
California
– -$14.2K -167 Closed
GFL
1775
Granite FO LLC
New Hampshire
– -$14.9K -160 Closed
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