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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FWTB
2301
First Western Trust Bank
Colorado
$230K +$218K +1,101 New
ECM
2302
Estabrook Capital Management
New York
$230K +$198K +1,000 +1,000%
BEW
2303
Burton Enright Welch
California
$230K +$218K +1,100 New
CAS
2304
CTC Alternative Strategies
Illinois
$230K +$218K +1,100 New
UWPG
2305
Ullmann Wealth Partners Group
Florida
$229K +$217K +1,098 New
DWP
2306
Destiny Wealth Partners
Florida
$229K +$166K +837 +335%
MSWM
2307
McGlone Suttner Wealth Management
Wisconsin
$229K +$216K +1,093 New
LAS
2308
LWM Advisory Services
Florida
$228K +$216K +1,093 New
KFA
2309
Kapstone Financial Advisors
Ohio
$228K +$216K +1,091 New
CCMT
2310
CMT Capital Markets Trading
Germany
$228K -$491K -2,479 -69%
GIP
2311
Granite Investment Partners
California
$228K +$216K +1,090 New
AWM
2312
Aberdeen Wealth Management
Illinois
$227K +$215K +1,087 New
PTB
2313
Pioneer Trust Bank
Oregon
$227K +$215K +1,085 New
RTC
2314
Real Talk Capital
Tennessee
$227K +$215K +1,084 New
CCA
2315
Cottonwood Capital Advisors
Utah
$227K +$215K +1,084 New
SWP
2316
Semus Wealth Partners
Florida
$226K +$214K +1,083 New
HFP
2317
Holistic Financial Partners
Indiana
$226K -$150K -758 -41%
SWM
2318
Scissortail Wealth Management
Oklahoma
$226K +$214K +1,081 New
OAS
2319
Optivise Advisory Services
Tennessee
$226K +$214K +1,081 New
FFB
2320
First Financial Bankshares
Texas
$226K +$214K +1,080 New
SAM
2321
Smithbridge Asset Management
Pennsylvania
$226K +$214K +1,080 New
EAM
2322
Empirical Asset Management
Massachusetts
$224K +$212K +1,072 New
GWAG
2323
Garrett Wealth Advisory Group
Texas
$223K +$212K +1,069 New
ACA
2324
Affinity Capital Advisors
California
$223K +$199K +1,006 New
WFAG
2325
Worth Financial Advisory Group
North Carolina
$223K +$211K +1,068 New