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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GDP
651
Great Diamond Partners
Maine
$2.07M +$3.99K +46 +0.2%
FSA
652
Franklin Street Advisors
North Carolina
$2.04M – – –
HCM
653
Hodges Capital Management
Texas
$2.04M +$2.17M +24,999 New
SC
654
Stolper & Co
Oklahoma
$2.01M +$57.5K +662 +3%
GF
655
Gries Financial
Ohio
$2.01M -$237K -2,731 -10%
AA
656
Altrafin AG
$2M -$272K -3,137 -11%
GWM
657
Greenwich Wealth Management
Connecticut
$2M – – –
FTDI
658
First Trust Direct Indexing
Massachusetts
$1.99M +$87.4K +1,007 +4%
MA
659
Mutual Advisors
Nebraska
$1.97M +$684K +7,878 +49%
PAS
660
Park Avenue Securities
New York
$1.96M -$4.86K -56 -0.2%
CRM
661
Cramer Rosenthal McGlynn
Connecticut
$1.96M -$7.09M -81,658 -77%
ACP
662
Arcus Capital Partners
Georgia
$1.92M – – –
RFC
663
Regions Financial Corp
Alabama
$1.92M +$31.4K +362 +2%
TH
664
TCTC Holdings
Texas
$1.89M – – –
WJWM
665
Williams Jones Wealth Management
New York
$1.89M -$258K -2,970 -11%
SM
666
Sciencast Management
New Jersey
$1.89M +$1.28M +14,758 +177%
CCP
667
Clough Capital Partners
Massachusetts
$1.86M – – –
CT
668
Caldwell Trust
Florida
$1.85M -$32.2K -371 -2%
FDS
669
Freedom Day Solutions
Texas
$1.84M -$5.12K -59 -0.3%
MFG
670
Merit Financial Group
Georgia
$1.83M +$150K +1,729 +8%
CB
671
Community Bank
New York
$1.83M -$30.5K -351 -2%
AF
672
Arrow Financial
New York
$1.83M +$158K +1,817 +9%
GAM
673
Griffin Asset Management
New York
$1.82M -$86.4K -995 -4%
AWM
674
Apollon Wealth Management
South Carolina
$1.81M -$113K -1,306 -6%
DLG
675
Daniel L. Goodwin
$1.8M – – –
25 26
27
28 29