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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LSPW
1926
Lake Street Private Wealth
Illinois
– -$375K -3,862 Closed
OMC
1927
Overbrook Management Corp
New York
– -$366K -3,764 Closed
CT
1928
ClearAlpha Technologies
Connecticut
– -$314K -3,231 Closed
V
1929
ViaWealth
Kansas
– -$290K -2,980 Closed
BWP
1930
Balboa Wealth Partners
Arizona
– -$286K -2,946 Closed
PFA
1931
Pure Financial Advisors
California
– -$284K -2,921 Closed
SFS
1932
Stiles Financial Services
Minnesota
– -$283K -2,910 Closed
3IP
1933
3Chopt Investment Partners
Virginia
– -$283K -2,907 Closed
DPIM
1934
Duff & Phelps Investment Management
Illinois
– -$280K -2,885 Closed
AAS
1935
Ameritas Advisory Services
Nebraska
– -$272K -2,799 Closed
PF
1936
Phoenix Financial
Israel
– -$264K -2,719 Closed
CA
1937
Crewe Advisors
Utah
– -$261K -2,690 Closed
FAM
1938
Formidable Asset Management
Ohio
– -$246K -2,531 Closed
ACI
1939
Alpha Cubed Investments
California
– -$244K -2,507 Closed
MWA
1940
Midland Wealth Advisors
Illinois
– -$239K -2,456 Closed
VCG
1941
Vantage Consulting Group
Virginia
– -$237K -2,439 Closed
RIM
1942
Reliant Investment Management
Tennessee
– -$234K -2,405 Closed
IFU
1943
iSAM Funds (UK)
United Kingdom
– -$232K -2,392 Closed
N
1944
Numerai
California
– -$232K -2,389 Closed
OAM
1945
Oxford Asset Management
United Kingdom
– -$223K -2,298 Closed
JWCA
1946
J.W. Coons Advisors
Ohio
– -$206K -2,121 Closed
GSIAS
1947
Garden State Investment Advisory Services
New Jersey
– -$205K -2,106 Closed
MC
1948
Mirabaud & Cie
Switzerland
– -$203K -2,090 Closed
BFA
1949
Beacon Financial Advisory
Ohio
– -$202K -2,080 Closed
IWA
1950
IBEX Wealth Advisors
New Jersey
– -$165K -1,702 Closed
76 77
78
79 80