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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
2276
SMART Wealth
Nebraska
– -$241K -2,062 Closed
LWIC
2277
Leith Wheeler Investment Counsel
British Columbia, Canada
– -$238K -2,036 Closed
BWA
2278
Bordeaux Wealth Advisors
California
– -$235K -2,014 Closed
AIP
2279
Alexis Investment Partners
Texas
– -$233K -1,994 Closed
CFG
2280
Clayton Financial Group
Missouri
– -$226K -1,937 Closed
SIM
2281
SSI Investment Management
California
– -$223K -1,912 Closed
WAAG
2282
Wealth Alliance Advisory Group
Kansas
– -$217K -1,863 Closed
PAG
2283
Private Advisory Group
Washington
– -$211K -1,811 Closed
RS
2284
R Squared
Hong Kong
– -$208K -1,787 Closed
TFF
2285
The Family Firm
Maryland
– -$204K -1,747 Closed
GFPC
2286
Global Financial Private Client
Florida
– -$156K -1,334 Closed
WPA
2287
West Paces Advisors
Georgia
– -$141K -1,210 Closed
CWM
2288
Compass Wealth Management
Connecticut
– -$138K -1,184 Closed
PA
2289
PSI Advisors
Florida
– -$125K -1,068 Closed
CWC
2290
Carolinas Wealth Consulting
North Carolina
– -$124K -1,067 Closed
FLP
2291
Financial Life Planners
Arizona
– -$103K -887 Closed
RTC
2292
Riverview Trust Company
Washington
– -$98.1K -841 Closed
WF
2293
Wayfinding Financial
Washington
– -$79K -684 Closed
RCA
2294
Runnymede Capital Advisors
Ohio
– -$68.3K -585 Closed
SCB
2295
Saudi Central Bank
Saudi Arabia
– -$55.4K -475 Closed
TCM
2296
TruNorth Capital Management
Michigan
– -$42.8K -367 Closed
LWANC
2297
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$37.7K -323 Closed
SFGP
2298
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$34K -291 Closed
GJIA
2299
Glass Jacobson Investment Advisors
Maryland
– -$28.6K -227 Closed
RWM
2300
Ruedi Wealth Management
Illinois
– -$25.8K -221 Closed
89 90 91
92
93