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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFC
2101
SYM Financial Corp
Indiana
$323K +$306K +1,546 New
EC
2102
EntryPoint Capital
New York
$323K -$14.7K -74 -5%
OWCM
2103
One Wealth Capital Management
Arizona
$323K +$306K +1,544 New
CCA
2104
Collaborative Capital Advisors
New York
$323K +$306K +1,543 New
FC
2105
Financial Council
Maryland
$323K – – –
SWP
2106
ShoreHaven Wealth Partners
New Jersey
$322K – – –
SGFG
2107
Silver Grove Financial Group
New York
$322K +$2.57K +13 +0.9%
LWM
2108
LJI Wealth Management
Indiana
$321K -$66.1K -334 -18%
TPWA
2109
Twin Peaks Wealth Advisors
California
$320K +$44K +222 +17%
CWG
2110
Crown Wealth Group
North Carolina
$320K +$9.51K +48 +3%
DAC
2111
Dividend Assets Capital
South Carolina
$320K – – –
MLFP
2112
MPS Loria Financial Planners
Illinois
$320K +$990 +5 +0.3%
GIA
2113
GHP Investment Advisors
Colorado
$320K -$13.7K -69 -4%
CCA
2114
Carrera Capital Advisors
Michigan
$320K -$15.4K -78 -5%
FWP
2115
Fiduciary Wealth Partners
Massachusetts
$319K +$3.37K +17 +1%
CW
2116
Channel Wealth
California
$318K – – –
BWP
2117
Baldwin Wealth Partners
Massachusetts
$317K -$2.97K -15 -1%
CRI
2118
Colonial River Investments
Virginia
$316K +$594 +3 +0.2%
SFB
2119
STAR Financial Bank
Indiana
$316K +$5.74K +29 +2%
CAM
2120
Cozad Asset Management
Illinois
$315K – – –
ACP
2121
Aviance Capital Partners
Florida
$315K – – –
JEST
2122
JTC Employer Solutions Trustee
Jersey
$314K – – –
CC
2123
Constitution Capital
Connecticut
$314K – – –
KA
2124
Kearns & Associates
California
$314K – – –
SHGA
2125
Sand Hill Global Advisors
California
$313K +$16K +81 +6%
83 84
85
86 87