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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
KWMG
1826
King Wealth Management Group
Florida
– -$371K -4,545 Closed
OTL
1827
Oak Thistle LLC
New York
– -$369K -4,522 Closed
WWMSC
1828
Wagner Wealth Management (South Carolina)
South Carolina
– -$369K -4,521 Closed
AFT
1829
Alpha Family Trust
California
– -$360K -4,405 Closed
GC
1830
Garde Capital
Washington
– -$347K -4,254 Closed
CCFCSB
1831
Cape Cod Five Cents Savings Bank
Massachusetts
– -$300K -3,678 Closed
WFI
1832
West Family Investments
California
– -$300K -3,677 Closed
KLCM
1833
KG&L Capital Management
Louisiana
– -$294K -3,605 Closed
AR
1834
Advisory Research
Illinois
– -$287K -3,519 Closed
CHP
1835
Cable Hill Partners
Oregon
– -$280K -3,427 Closed
OL
1836
Owen LaRue
Kentucky
– -$270K -3,310 Closed
CFA
1837
Capstone Financial Advisors
Illinois
– -$260K -3,185 Closed
BCM
1838
Bluefin Capital Management
New York
– -$248K -3,100 Closed
ISWM
1839
Independent Solutions Wealth Management
New York
– -$242K -2,959 Closed
RIA
1840
Realta Investment Advisors
Delaware
– -$249K -2,911 Closed
KFGK
1841
Keystone Financial Group (Kentucky)
Kentucky
– -$236K -2,886 Closed
QPWM
1842
Quadrant Private Wealth Management
Pennsylvania
– -$231K -2,830 Closed
RC
1843
Reik & Co
New York
– -$221K -2,703 Closed
MTWM
1844
Masso Torrence Wealth Management
New Jersey
– -$212K -2,595 Closed
BMCM
1845
Bryn Mawr Capital Management
Pennsylvania
– -$208K -2,544 Closed
GC
1846
Gratus Capital
Georgia
– -$205K -2,506 Closed
CCP
1847
Carmel Capital Partners
California
– -$172K -2,107 Closed
HFM
1848
Harvest Fund Management
China
– -$151K -1,848 Closed
IAS
1849
IMA Advisory Services
Colorado
– -$147K -1,804 Closed
HL
1850
HeadInvest LLC
Maine
– -$145K -1,802 Closed
72 73
74
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