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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
2151
Capstone Financial Advisors
Illinois
$211K +$5.37K +31 +2%
FRM
2152
Fox Run Management
Connecticut
$210K -$1.83M -10,584 -89%
SI
2153
Saxon Interests
Texas
$210K -$5.54K -32 -2%
PG
2154
Patten Group
Tennessee
$210K -$3.64K -21 -2%
CSA
2155
Cottage Street Advisors
Massachusetts
$209K -$1.73K -10 -0.8%
RCG
2156
Regatta Capital Group
California
$209K – – –
VDC
2157
Van Diest Capital
Iowa
$208K +$219K +1,266 New
HAS
2158
HBW Advisory Services
California
$208K +$8.48K +49 +4%
CT
2159
Chicago Trust
Illinois
$208K -$1.73K -10 -0.8%
CFS
2160
CRA Financial Services
New Jersey
$207K -$9.7K -56 -4%
FA
2161
Fortis Advisors
Pennsylvania
$207K +$1.21K +7 +0.6%
SCM
2162
Sunbeam Capital Management
Georgia
$207K -$7.62K -44 -3%
LF
2163
Lantz Financial
Illinois
$207K +$218K +1,258 New
TAM
2164
Trillium Asset Management
Massachusetts
$207K -$9.87K -57 -4%
PS
2165
Planned Solutions
California
$207K – – –
BW
2166
BXM Wealth
Colorado
$207K -$1.34M -7,750 -86%
EFG
2167
Embree Financial Group
Illinois
$206K +$217K +1,253 New
OL
2168
one8zero8 LLC
North Carolina
$206K – – –
SC
2169
Stephenson & Company
California
$206K – – –
MCC
2170
Money Concepts Capital
Florida
$205K +$11.4K +66 +6%
SCP
2171
Sivia Capital Partners
California
$205K -$290K -1,673 -57%
LCM
2172
Leisure Capital Management
California
$205K -$21.5K -124 -9%
XWL
2173
XXI Wealth LLC
Illinois
$205K +$215K +1,244 New
ACM
2174
Anfield Capital Management
California
$204K +$180K +1,039 +512%
CG
2175
CFO4Life Group
Texas
$204K -$73.9K -427 -26%
85 86
87
88 89