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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
2051
Channel Wealth
California
$250K -$3.46K -20 -1%
SWGC
2052
Summit Wealth Group (Colorado)
Colorado
$250K +$263K +1,520 New
TC
2053
Tannin Capital
North Carolina
$250K +$32.9K +190 +14%
RFM
2054
Royal Fund Management
Florida
$249K -$45.4K -262 -15%
FWP
2055
Fiduciary Wealth Partners
Massachusetts
$249K -$7.27K -42 -3%
CRI
2056
Colonial River Investments
Virginia
$249K +$9.35K +54 +4%
CAM
2057
Cozad Asset Management
Illinois
$248K – – –
ACP
2058
Aviance Capital Partners
Florida
$248K -$173 -1 -0.1%
NWA
2059
New World Advisors
Massachusetts
$248K +$11.6K +67 +5%
BSSFA
2060
Baron Silver Stevens Financial Advisors
Florida
$248K -$866 -5 -0.3%
JEST
2061
JTC Employer Solutions Trustee
Jersey
$247K – – –
CC
2062
Constitution Capital
Connecticut
$247K -$516K -2,980 -67%
KA
2063
Kearns & Associates
California
$247K – – –
FA
2064
FDx Advisors
Illinois
$246K -$5.89K -34 -2%
BGAI
2065
Bruce G. Allen Investments
Colorado
$245K +$10K +58 +4%
XF
2066
XML Financial
Maryland
$245K -$187K -1,083 -42%
WA
2067
Wealth Architects
California
$245K -$3.46K -20 -1%
TWA
2068
TCI Wealth Advisors
Arizona
$244K -$24.2K -140 -9%
CWG
2069
Crown Wealth Group
North Carolina
$244K +$19.9K +115 +8%
SFB
2070
STAR Financial Bank
Indiana
$244K -$10.4K -60 -4%
TIA
2071
Traphagen Investment Advisors
New Jersey
$242K +$17.7K +102 +7%
JRPIM
2072
Journey Retirement Planning & Investment Management
Idaho
$242K -$537K -3,101 -68%
LRIC
2073
Long Road Investment Counsel
Michigan
$240K – – –
DWM
2074
Drive Wealth Management
Utah
$240K +$20.4K +118 +9%
KCM
2075
Kanawha Capital Management
Virginia
$240K -$78.9K -456 -24%
81 82
83
84 85