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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
551
Atria Wealth Solutions
New York
$4.98M -$738K -5,730 -12%
SW
552
SkyOak Wealth
Michigan
$4.97M -$145K -1,129 -3%
UBP
553
Union Bancaire Privee
Switzerland
$4.96M +$1.47M +11,421 +34%
IAA
554
Independent Advisor Alliance
North Carolina
$4.95M -$111K -858 -2%
OAM
555
Occidental Asset Management
California
$4.92M +$195K +1,515 +4%
GWMIA
556
Global Wealth Management Investment Advisory
Florida
$4.89M +$79K +613 +1%
UCFA
557
United Capital Financial Advisors
Texas
$4.87M +$255K +1,978 +5%
CAM
558
Cresset Asset Management
Illinois
$4.86M +$80.5K +625 +2%
PCIA
559
Prime Capital Investment Advisors
Kansas
$4.84M +$801K +6,220 +18%
CAM
560
Covenant Asset Management
New Jersey
$4.83M +$3.06M +23,721 +134%
CAC
561
Core Alternative Capital
Georgia
$4.83M -$1.72M -13,359 -24%
SFG
562
SevenBridge Financial Group
Pennsylvania
$4.81M +$913K +7,085 +23%
TRCT
563
Tower Research Capital (TRC)
New York
$4.77M -$5.17M -40,123 -51%
HAG
564
HighPoint Advisor Group
Illinois
$4.77M -$948K -7,354 -15%
RAM
565
Roanoke Asset Management
New Jersey
$4.69M +$12.9K +100 +0.2%
NAAA
566
New Age Alpha Advisors
New York
$4.67M +$5.15M +40,000 New
CFP
567
Cypress Financial Planning
New Jersey
$4.6M +$387 +3 +0%
NMIMC
568
Northwestern Mutual Investment Management Company
Wisconsin
$4.59M -$3.87K -30 -0.1%
BIM
569
Brentview Investment Management
Illinois
$4.57M +$259K +2,012 +5%
KJHP
570
K.J. Harrison & Partners
Ontario, Canada
$4.54M +$1.42M +11,000 +39%
CIA
571
Concurrent Investment Advisors
Florida
$4.52M +$2.79M +21,657 +127%
CHC
572
City Holding Co
West Virginia
$4.48M +$126K +976 +3%
MFA
573
Mayflower Financial Advisors
Massachusetts
$4.46M +$1.55K +12 +0%
SYBT
574
Stock Yards Bank & Trust
Kentucky
$4.43M -$128K -996 -3%
FRA
575
Frank Rimerman Advisors
California
$4.43M -$5.8K -45 -0.1%
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