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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CAI
1776
Capital Advisors Inc
Oklahoma
– -$239K -2,456 Closed
MC
1777
Machina Capital
France
– -$234K -2,400 Closed
CMI
1778
Clare Market Investments
Texas
– -$221K -2,269 Closed
RSWM
1779
Robertson Stephens Wealth Management
California
– -$216K -2,229 Closed
CA
1780
Calton & Associates
Florida
– -$214K -2,200 Closed
CIM
1781
Cambria Investment Management
California
– -$213K -2,194 Closed
MCM
1782
Monument Capital Management
Virginia
– -$210K -2,157 Closed
NL
1783
NWAM LLC
Washington
– -$203K -2,087 Closed
IWN
1784
Independent Wealth Network
Iowa
– -$213K -2,074 Closed
GRP
1785
Global Retirement Partners
California
– -$160K -1,640 Closed
CDIA
1786
Capital Directions Investment Advisors
Georgia
– -$150K -1,545 Closed
EWA
1787
Evolution Wealth Advisors
Florida
– -$118K -1,215 Closed
PWM
1788
Prentice Wealth Management
New York
– -$117K -1,205 Closed
AWA
1789
Arkadios Wealth Advisors
Georgia
– -$114K -1,173 Closed
GPA
1790
Guidance Point Advisors
Massachusetts
– -$67K -693 Closed
KIG
1791
Kowal Investment Group
Wisconsin
– -$64K -659 Closed
BMD
1792
Better Money Decisions
New Mexico
– -$44K -454 Closed
CPC
1793
Consolidated Planning Corp
Georgia
– -$38K -386 Closed
JPLA
1794
Joseph P. Lucia & Associates
New York
– -$31K -318 Closed
RA
1795
Resolute Advisors
California
– -$30K -306 Closed
HA
1796
Herold Advisors
New York
– -$24K -250 Closed
PWA
1797
Phoenix Wealth Advisors
North Carolina
– -$21K -215 Closed
CFA
1798
Cahill Financial Advisors
Minnesota
– -$17K -176 Closed
IF
1799
Ironwood Financial
Arizona
– -$12K -128 Closed
WLPWM
1800
Walled Lake Planning & Wealth Management
Illinois
– -$10K -105 Closed