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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
JEST
1901
JTC Employer Solutions Trustee
Jersey
$211K
CFS
1902
Coordinated Financial Services
Colorado
$210K +$183K +1,490 New
XF
1903
XML Financial
Maryland
$210K +$183K +1,490 New
OFG
1904
Oxford Financial Group
Indiana
$210K +$183K +1,488 New
TWA
1905
TCI Wealth Advisors
Arizona
$209K +$182K +1,483 New
HIP
1906
Harrell Investment Partners
Texas
$208K +$182K +1,480 New
KFA
1907
Krane Funds Advisors
New York
$208K -$70.5K -574 -28%
CCA
1908
Carrera Capital Advisors
Michigan
$207K +$181K +1,471 New
CT
1909
Colonial Trust
South Carolina
$207K +$3.07K +25 +2%
TIA
1910
Traphagen Investment Advisors
New Jersey
$206K +$180K +1,465 New
LRIC
1911
Long Road Investment Counsel
Michigan
$206K +$179K +1,461 New
FGA
1912
Fortis Group Advisors
New Jersey
$206K +$177K +1,444 New
RWI
1913
Red Wave Investments
Pennsylvania
$205K +$178K +1,452 New
AIA
1914
AssuredPartners Investment Advisors
Florida
$204K -$40.7K -331 -19%
CWS
1915
Confluence Wealth Services
Pennsylvania
$203K +$177K +1,443 New
CT
1916
Chicago Trust
Illinois
$203K -$88.6K -721 -33%
EWA
1917
Evolution Wealth Advisors
Florida
$202K +$176K +1,437 New
EWM
1918
EPG Wealth Management
Georgia
$202K +$176K +1,435 New
TFIPS
1919
Towarzystwo Funduszy Inwestycyjnych PZU SA
$202K
EI
1920
eCIO Inc
Wisconsin
$201K -$1.35K -11 -0.8%
TCOO
1921
Trust Company of Oklahoma
Oklahoma
$201K +$175K +1,426 New
SWP
1922
ShoreHaven Wealth Partners
New Jersey
$200K +$174K +1,420 New
RMC
1923
Resources Management Corp
Connecticut
$199K
ITIM
1924
Indiana Trust & Investment Management
Indiana
$196K
WR
1925
WD Rutherford
Oregon
$195K +$170K +1,385 New