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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1951
Rational Advisors
New York
– -$163K -1,677 Closed
RWMG
1952
Redwood Wealth Management Group
New Jersey
– -$143K -1,467 Closed
RBC
1953
Roble Belko & Company
Pennsylvania
– -$137K -1,405 Closed
CC
1954
Cultivar Capital
Texas
– -$108K -1,111 Closed
CC
1955
Cypress Capital
Tennessee
– -$82.3K -847 Closed
WR
1956
WD Rutherford
Oregon
– -$69.5K -715 Closed
AFIA
1957
America First Investment Advisors
Nebraska
– -$54K -556 Closed
NFSG
1958
Newbridge Financial Services Group
Florida
– -$48.6K -500 Closed
QL
1959
Quarry LP
New York
– -$42.1K -433 Closed
LIA
1960
Lynx Investment Advisory
District of Columbia
– -$30.5K -313 Closed
WIA
1961
Wetzel Investment Advisors
Indiana
– -$24.4K -259 Closed
OWA
1962
Opal Wealth Advisors
New York
– -$25K -257 Closed
VAG
1963
VisionPoint Advisory Group
Texas
– -$24.7K -254 Closed
KB
1964
Kimelman & Baird
New York
– -$17K -175 Closed
RFG
1965
RFP Financial Group
Georgia
– -$14.5K -149 Closed
GLR
1966
Great Lakes Retirement
Ohio
– -$13.1K -135 Closed
KFS
1967
Kelly Financial Services
Massachusetts
– -$13.1K -134 Closed
FW
1968
Fairway Wealth
Ohio
– -$10.6K -109 Closed
HFS
1969
Hantz Financial Services
Michigan
– -$10K -104 Closed
LFA
1970
LGT Financial Advisors
Texas
– -$9.23K -95 Closed
UWS
1971
Unique Wealth Strategies
Illinois
– -$7.82K -83 Closed
BSC
1972
Brown Shipley & Co
United Kingdom
– -$7.19K -74 Closed
FCAS
1973
First Command Advisory Services
Texas
– -$6.03K -62 Closed
AFWM
1974
Abich Financial Wealth Management
Virginia
– -$5.54K -57 Closed
NMM
1975
Naples Money Management
Florida
– -$2.28K -23 Closed
76 77 78
79
80