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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1751
Oxford Financial Group
Indiana
– -$219K -2,497 Closed
HPM
1752
Hoxton Planning & Management
West Virginia
– -$215K -2,449 Closed
EFM
1753
E Fund Management
China
– -$214K -2,434 Closed
RW
1754
REDW Wealth
New Mexico
– -$214K -2,433 Closed
BFM
1755
Boothbay Fund Management
New York
– -$209K -2,375 Closed
CB
1756
Cadence Bank
Mississippi
– -$208K -2,374 Closed
FCM
1757
Firestone Capital Management
Florida
– -$204K -2,318 Closed
FMC
1758
First Merchants Corp
Indiana
– -$203K -2,317 Closed
SIM
1759
SSI Investment Management
California
– -$202K -2,304 Closed
TWA
1760
Talisman Wealth Advisors
New Jersey
– -$202K -2,300 Closed
ONST
1761
Old North State Trust
North Carolina
– -$190K -2,169 Closed
EI
1762
Ellevest Inc
New York
– -$124K -1,407 Closed
FA
1763
Fortis Advisors
Pennsylvania
– -$100K -1,144 Closed
PMAM
1764
Picton Mahoney Asset Management
Ontario, Canada
– -$77K -875 Closed
PCM
1765
Pointe Capital Management
Michigan
– -$75.3K -858 Closed
DFCM
1766
Dark Forest Capital Management
Puerto Rico
– -$75.1K -855 Closed
TWA
1767
TCI Wealth Advisors
Arizona
– -$71.8K -818 Closed
GCWM
1768
Graham Capital Wealth Management
District of Columbia
– -$569K -648 Closed
MTCM
1769
Mint Tower Capital Management
Netherlands
– -$55K -627 Closed
FCA
1770
Fortis Capital Advisors
Kansas
– -$45.2K -515 Closed
FIA
1771
FNY Investment Advisers
New York
– -$36K -417 Closed
WPWM
1772
Western Pacific Wealth Management
Illinois
– -$19.4K -221 Closed
CSPAM
1773
Cary Street Partners Asset Management
Virginia
– -$15K -171 Closed
NC
1774
NewSquare Capital
Pennsylvania
– -$14.1K -161 Closed
SC
1775
Schubert & Co
Texas
– -$13.3K -152 Closed
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