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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFA
2326
Allium Financial Advisors
Oregon
– -$235K -1,666 Closed
OTL
2327
Oak Thistle LLC
New York
– -$233K -1,654 Closed
MAM
2328
MWA Asset Management
Massachusetts
– -$224K -1,591 Closed
YWM
2329
Yardley Wealth Management
Pennsylvania
– -$222K -1,576 Closed
VP
2330
Verum Partners
North Carolina
– -$221K -1,569 Closed
AFA
2331
Antonelli Financial Advisors
Michigan
– -$211K -1,500 Closed
PCA
2332
Private Capital Advisors
Connecticut
– -$211K -1,500 Closed
WA
2333
Whipplewood Advisors
Colorado
– -$153K -1,088 Closed
TPWA
2334
Twin Peaks Wealth Advisors
California
– -$152K -1,034 Closed
CIEC
2335
Crédit Industriel et Commercial
France
– -$148K -1,002 Closed
NC
2336
NewSquare Capital
Pennsylvania
– -$135K -958 Closed
JSAM
2337
J. Safra Asset Management
New York
– -$123K -870 Closed
CW
2338
Cooksen Wealth
Texas
– -$122K -865 Closed
SO
2339
Sierra Ocean
California
– -$104K -740 Closed
LFA
2340
Livelsberger Financial Advisory
Ohio
– -$86.4K -613 Closed
PAM
2341
Parvin Asset Management
South Dakota
– -$84.5K -600 Closed
IUHSA
2342
Itau Unibanco Holding S.A.
Brazil
– -$65.8K -564 Closed
CW
2343
Curio Wealth
Maryland
– -$74.2K -527 Closed
GC
2344
Garde Capital
Washington
– -$72K -511 Closed
OWA
2345
Opal Wealth Advisors
New York
– -$59K -419 Closed
OW
2346
Olistico Wealth
Oklahoma
– -$49.9K -354 Closed
CBT
2347
CoreFirst Bank & Trust
Kansas
– -$42.3K -300 Closed
WTFG
2348
Wood Tarver Financial Group
Idaho
– -$38K -275 Closed
BCMLT
2349
Beacon Capital Management LLC (Tennessee)
Tennessee
– -$38.4K -273 Closed
RIA
2350
Realta Investment Advisors
Delaware
– -$34.4K -244 Closed
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