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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
576
Ceeto Capital Group
Florida
$4.51M -$185K -1,500 -4%
AIMC
577
Alley Investment Management Company
Illinois
$4.49M -$41K -333 -0.9%
LF
578
Longbow Finance
Switzerland
$4.48M +$4.39M +35,662 New
BSA
579
Braun Stacey Associates
New York
$4.45M -$204K -1,655 -4%
SPW
580
Surience Private Wealth
Washington
$4.45M +$4.36M +35,362 New
PCIA
581
Prime Capital Investment Advisors
Kansas
$4.43M +$835K +6,782 +24%
DIA
582
Dana Investment Advisors
Wisconsin
$4.43M +$80.9K +657 +2%
RCM
583
RNC Capital Management
California
$4.42M -$219K -1,782 -5%
LSAG
584
Lake Street Advisors Group
New Hampshire
$4.42M +$1.49M +12,097 +52%
CAM
585
Carret Asset Management
New York
$4.41M -$66.8K -542 -2%
CICC
586
Capital Investment Counsel (Colorado)
Colorado
$4.38M +$4.29M +34,833 New
SCP
587
Shorepoint Capital Partners
Massachusetts
$4.36M -$99.5K -808 -2%
DT
588
Diversified Trust
Tennessee
$4.36M +$1.03M +8,376 +32%
AWM
589
Apollon Wealth Management
South Carolina
$4.32M +$329K +2,673 +8%
SFI
590
Siemens Fonds Invest
Germany
$4.25M +$8.13K +66 +0.2%
CLOS
591
Compagnie Lombard Odier SCmA
Switzerland
$4.24M -$12.3K -100 -0.3%
SFG
592
SevenBridge Financial Group
Pennsylvania
$4.24M +$203K +1,647 +6%
CA
593
Clearstead Advisors
Ohio
$4.19M +$99.3K +806 +2%
KFP
594
KMG Fiduciary Partners
Ohio
$4.17M -$197K -1,603 -5%
CTI
595
Community Trust & Investment
Kentucky
$4.17M +$87.9K +714 +2%
AWM
596
Axxcess Wealth Management
California
$4.14M -$194K -1,577 -5%
GT
597
Greenleaf Trust
Michigan
$4.13M +$124K +1,010 +3%
UHC
598
Union Heritage Capital
Michigan
$4.13M – – –
SWM
599
Sculati Wealth Management
Michigan
$4.12M -$131K -1,063 -3%
SG
600
StoneX Group
New York
$4.12M +$4.03M +32,759 New
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