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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2476
Thompson Investment Management
Wisconsin
$169K – – –
PCC
2477
Park Circle Company
Maryland
$167K – – –
S
2478
Sachetta
Massachusetts
$167K +$29.3K +148 +23%
CWM
2479
Cranbrook Wealth Management
Michigan
$163K -$1.58K -8 -1%
MP
2480
McDonald Partners
Ohio
$163K +$154K +780 New
TC
2481
Trust Company
Kansas
$159K -$39.6K -200 -21%
VL
2482
Vima LLC
Michigan
$159K +$151K +761 New
CIA
2483
Cape Investment Advisory
Georgia
$157K +$149K +752 New
CPG
2484
Cornerstone Planning Group
New Jersey
$154K +$17.8K +90 +15%
AWM
2485
Ameliora Wealth Management
Switzerland
$151K – – –
1M
2486
1248 Management
Missouri
$149K – – –
HHGA
2487
Halbert Hargrove Global Advisors
California
$149K +$2.38K +12 +2%
CFM
2488
Cornerstone Financial Management
Massachusetts
$148K +$13.9K +70 +11%
NSG
2489
Nalls Sherbakoff Group
Tennessee
$147K +$594 +3 +0.4%
BIA
2490
Bell Investment Advisors
California
$147K +$2.38K +12 +2%
PWA
2491
Physician Wealth Advisors
Utah
$146K +$16.2K +82 +13%
MMCM
2492
Murphy & Mullick Capital Management
New York
$145K +$198 +1 +0.1%
MGI
2493
Miller Global Investments
Texas
$143K +$46.1K +233 +51%
CT
2494
Clearstead Trust
Maine
$143K -$1.98K -10 -1%
HCM
2495
Hollencrest Capital Management
California
$142K +$396 +2 +0.3%
FFO
2496
Fortitude Family Office
Arizona
$141K +$4.55K +23 +4%
EIP
2497
Essential Investment Partners
Colorado
$140K – – –
AF
2498
Align Financial
Minnesota
$136K – – –
SMBT
2499
Southern Michigan Bank & Trust
Michigan
$134K -$31.9K -161 -20%
FUBT
2500
First United Bank & Trust
Maryland
$131K +$11.7K +59 +10%
98 99
100
101 102