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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ER
626
Enlightenment Research
Florida
$481K +$504K +10,692 New
XWM
627
Xcel Wealth Management
Florida
$477K -$377K -8,000 -36%
BDF
628
Balasa Dinverno & Foltz
$471K +$125K +2,646 +24%
MMPW
629
Mitchell McLeod Pugh & Williams
Alabama
$469K – – –
GCP
630
GSA Capital Partners
United Kingdom
$467K +$360K +7,637 +125%
FMWA
631
Forvis Mazars Wealth Advisors
Missouri
$465K -$5.79K -123 -0.9%
FNT
632
First National Trust
Pennsylvania
$464K -$47.5K -1,008 -7%
CG
633
Caprock Group
Idaho
$461K +$236K +5,008 +59%
IRC
634
Investors Research Corp
Georgia
$460K -$23.5K -500 -4%
SFM
635
Systematic Financial Management
New Jersey
$459K – – –
PGIM
636
Pacific Global Investment Management
California
$457K -$21.1K -448 -3%
CGL
637
Clarius Group LLC
Washington
$457K +$165K +3,497 +35%
BWM
638
Buckley Wealth Management
Nevada
$456K -$1.65K -35 -0.3%
QC
639
Quadrature Capital
United Kingdom
$449K +$622K +13,200 New
DAM
640
Delta Asset Management
Tennessee
$448K -$2.35K -50 -0.4%
MIH
641
Meitav Investment House
Israel
$446K +$244K +5,190 +68%
1SB
642
1ST Source Bank
Indiana
$435K -$17.4K -369 -3%
VAS
643
Vestmark Advisory Solutions
Massachusetts
$435K +$88.1K +1,871 +17%
FIB
644
First Interstate Bank
Montana
$434K -$2.12K -45 -0.4%
BDS
645
Banco de Sabadell
Florida
$434K – – –
SWP
646
Stratos Wealth Partners
Ohio
$433K +$20.4K +433 +4%
AW
647
ACG Wealth
Georgia
$432K -$235K -4,987 -28%
PCM
648
Prelude Capital Management
New York
$432K +$460K +9,773 +334%
NERM
649
New England Research & Management
Illinois
$431K +$106K +2,250 +22%
AG
650
Algert Global
California
$431K +$598K +12,691 New
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