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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CTC
576
Central Trust Company
Missouri
$846K -$2.7K -57 -0.3%
CII
577
Capital International Inc
California
$838K – – –
HAG
578
HighPoint Advisor Group
Illinois
$838K +$5.16K +109 +0.7%
CIM
579
CIM Investment Management
Pennsylvania
$832K – – –
WPC
580
White Pine Capital
Minnesota
$823K -$59.2K -1,250 -7%
SFG
581
SevenBridge Financial Group
Pennsylvania
$822K -$33.1K -700 -4%
DI
582
Diligent Investors
California
$818K -$47.3K -1,000 -6%
PI
583
Parkside Investments
Illinois
$817K -$3.6K -76 -0.5%
CMTU
584
Capital Markets Trading (UK)
United Kingdom
$814K +$754K +15,920 New
I2I
585
Insight 2811 Inc
Illinois
$800K -$18.7K -395 -2%
SS
586
Simplicity Solutions
Minnesota
$793K +$271K +5,734 +59%
CT
587
Caldwell Trust
Florida
$793K +$734K +15,504 New
WT
588
Washington Trust
Rhode Island
$790K +$47.3K +1,000 +7%
IFWM
589
Institute for Wealth Management
Colorado
$788K -$6.44K -136 -0.9%
SMFG
590
Sumitomo Mitsui Financial Group
Japan
$766K +$670K +14,162 +1,690%
RIM
591
Rampart Investment Management
Connecticut
$764K +$14.8K +312 +2%
PA
592
Parallel Advisors
California
$762K -$79.2K -1,674 -10%
WAM
593
Wealthspire Advisors (Maryland)
Maryland
$760K +$121K +2,551 +21%
CAM
594
Cresset Asset Management
Illinois
$755K +$378K +7,986 +118%
ACM
595
AlphaCrest Capital Management
New York
$753K -$5.59M -118,012 -89%
RJT
596
Raymond James Trust
Florida
$753K +$1.56K +33 +0.2%
FNT
597
First National Trust
Pennsylvania
$750K -$54.3K -1,148 -7%
MGIA
598
Moneta Group Investment Advisors
Missouri
$742K -$9.61K -203 -1%
PWP
599
Principle Wealth Partners
Connecticut
$729K +$27.5K +580 +4%
DPIM
600
Duff & Phelps Investment Management
Illinois
$728K – – –
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