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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SW
601
SkyOak Wealth
Michigan
$8.56M -$185K -932 -2%
SFS
602
Sowell Financial Services
Arkansas
$8.55M +$89.1K +450 +1%
CA
603
Clearstead Advisors
Ohio
$8.54M +$883K +4,461 +12%
HAI
604
Hennessy Advisors Inc
California
$8.53M -$376K -1,900 -4%
BGDI
605
BW Gestao de Investimentos
Brazil
$8.51M -$3.38M -17,056 -30%
FCBT
606
First Citizens Bank & Trust
North Carolina
$8.51M -$345K -1,741 -4%
XWM
607
Xcel Wealth Management
Florida
$8.5M -$809K -4,085 -9%
CHC
608
City Holding Co
West Virginia
$8.46M -$208K -1,050 -3%
SIA
609
Sit Investment Associates
Minnesota
$8.44M -$1.19M -5,990 -13%
QCG
610
Quadrant Capital Group
Ohio
$8.43M +$369K +1,861 +5%
OIMU
611
Osmosis Investment Management UK
United Kingdom
$8.41M -$7.57M -38,225 -49%
GFS
612
Geremia Financial Services
New Jersey
$8.36M – – –
FCP
613
Fidelis Capital Partners
Florida
$8.35M +$1.2M +6,046 +18%
CICC
614
Capital Investment Counsel (Colorado)
Colorado
$8.35M +$126K +636 +2%
DAS
615
Dynamic Advisor Solutions
Arizona
$8.33M +$676K +3,416 +9%
BAM
616
BOCHK Asset Management
Hong Kong
$8.32M +$2.61M +13,200 +50%
HVIA
617
Hudson Valley Investment Advisors
New York
$8.3M -$803K -4,057 -9%
GI
618
GAMMA Investing
California
$8.28M +$896K +4,523 +13%
CAM
619
Covenant Asset Management
New Jersey
$8.28M +$4.58M +23,111 +140%
CAM
620
Cresset Asset Management
Illinois
$8.18M +$879K +4,441 +13%
BFG
621
Bleakley Financial Group
New Jersey
$8.14M +$893K +4,508 +13%
MM
622
Morangie Management
Florida
$8.07M -$31.7K -160 -0.4%
NMIMC
623
Northwestern Mutual Investment Management Company
Wisconsin
$8.03M -$12.5K -63 -0.2%
FRA
624
Frank Rimerman Advisors
California
$7.97M +$20K +101 +0.3%
CFO
625
Callan Family Office
Pennsylvania
$7.94M +$264K +1,334 +4%
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