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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ADIM
626
Alpha DNA Investment Management
Maryland
$2.21M +$529K +6,186 +31%
DBT
627
Dubuque Bank & Trust
Iowa
$2.2M -$79K -924 -3%
TYCC
628
Texas Yale Capital Corp
Florida
$2.19M +$78.7K +920 +4%
NLP
629
Next Level Private
New York
$2.19M – – –
HFG
630
Heron Financial Group
New York
$2.17M +$8.72K +102 +0.4%
LWCFA
631
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$2.17M -$94.3K -1,103 -4%
CBOR
632
Community Bank of Raymore
Missouri
$2.16M +$511K +5,980 +31%
GDP
633
Great Diamond Partners
Maine
$2.16M +$52.6K +615 +2%
BIP
634
Bouvel Investment Partners
Pennsylvania
$2.14M +$2.14M +25,051 New
ACM
635
Advent Capital Management
New York
$2.13M +$2.14M +25,000 New
FSA
636
Franklin Street Advisors
North Carolina
$2.13M +$2.14M +25,000 New
EF
637
Empowered Funds
Pennsylvania
$2.11M +$130K +1,519 +7%
EST
638
EA Series Trust
Pennsylvania
$2.11M +$2.11M +24,669 New
TMAM
639
Tokio Marine Asset Management
Japan
$2.09M +$59.7K +698 +3%
GWM
640
Greenwich Wealth Management
Connecticut
$2.09M -$16.8K -197 -0.8%
SFS
641
Sowell Financial Services
Arkansas
$2.09M +$729K +8,527 +54%
HWA
642
HCR Wealth Advisors
California
$2.08M +$10.7K +125 +0.5%
PAS
643
Park Avenue Securities
New York
$2.06M +$212K +2,481 +11%
MAS
644
Meeder Advisory Services
Ohio
$2.06M -$114K -1,337 -5%
SC
645
Stolper & Co
Oklahoma
$2.04M +$32.3K +378 +2%
ACP
646
Arcus Capital Partners
Georgia
$2.01M – – –
AWM
647
Apollon Wealth Management
South Carolina
$2.01M +$105K +1,226 +5%
PI
648
PGGM Investments
Netherlands
$2M -$1.54M -18,061 -44%
ATPW
649
Ashton Thomas Private Wealth
Arizona
$2M +$208K +2,432 +12%
FTDI
650
First Trust Direct Indexing
Massachusetts
$1.99M -$13.9K -163 -0.7%
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