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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
601
Silvercrest Asset Management
New York
$724K +$342K +7,235 +104%
GT
602
Greenleaf Trust
Michigan
$723K -$58.6K -1,239 -8%
DADC
603
D.A. Davidson & Co
Montana
$720K +$187K +3,952 +39%
IRC
604
Investors Research Corp
Georgia
$717K – – –
SWM
605
SeaCrest Wealth Management
New York
$711K +$14.5K +306 +2%
MYIA
606
Mount Yale Investment Advisors
Colorado
$711K +$29.7K +627 +5%
PGIM
607
Pacific Global Investment Management
California
$710K -$4.83K -102 -0.7%
FMWA
608
Forvis Mazars Wealth Advisors
Missouri
$706K +$25.2K +533 +4%
MMPW
609
Mitchell McLeod Pugh & Williams
Alabama
$705K – – –
LCM
610
Landscape Capital Management
New Jersey
$704K -$985K -20,805 -60%
CC
611
ClearArc Capital
Ohio
$698K -$250K -5,291 -28%
ISL
612
Ingalls & Snyder LLC
New York
$691K +$196K +4,137 +44%
SFM
613
Systematic Financial Management
New Jersey
$690K -$45.1K -953 -7%
KA
614
Kintegral Advisory
New York
$688K – – –
BWM
615
Buckley Wealth Management
Nevada
$687K – – –
DAM
616
Delta Asset Management
Tennessee
$675K -$85.2K -1,800 -12%
1SB
617
1ST Source Bank
Indiana
$672K +$2.51K +53 +0.4%
CIA
618
CSat Investment Advisory
Michigan
$663K +$99.2K +2,095 +19%
PRWA
619
Platte River Wealth Advisors
Colorado
$662K +$599K +12,665 New
WC
620
Weil Company
California
$661K +$9.51K +201 +2%
FIB
621
First Interstate Bank
Montana
$655K -$13.3K -280 -2%
ED
622
Exane Derivatives
France
$647K -$122K -2,568 -17%
BDS
623
Banco de Sabadell
Florida
$643K – – –
BBHC
624
Brown Brothers Harriman & Co
New York
$643K +$380K +8,037 +177%
CAG
625
Csenge Advisory Group
Florida
$641K -$25.7K -544 -4%
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