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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MHC
651
Meyer Handelman Company
New York
$3.49M – – –
EH
652
Equitable Holdings
New York
$3.49M +$133K +1,079 +4%
KJHP
653
K.J. Harrison & Partners
Ontario, Canada
$3.48M -$222K -1,800 -6%
MME
654
Meag Munich Ergo
Germany
$3.47M +$3.14M +25,471 +1,182%
SFO
655
Stenger Family Office
Illinois
$3.47M +$3.4M +27,596 New
AP
656
Americana Partners
Texas
$3.45M +$44K +357 +1%
CWM
657
Congress Wealth Management
Massachusetts
$3.44M -$524K -4,258 -13%
GWM
658
Glass Wealth Management
Texas
$3.44M +$193K +1,565 +6%
CAIM
659
Catherine Avery Investment Management
Florida
$3.36M +$3.29M +26,725 New
GDCM
660
Galaxy Digital Capital Management
New York
$3.35M +$3.29M +26,677 New
LWCFA
661
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.35M – – –
BIP
662
Bouvel Investment Partners
Pennsylvania
$3.35M +$84.6K +687 +3%
BRWA
663
B. Riley Wealth Advisors
Florida
$3.34M -$427K -3,467 -12%
BHCM
664
Brevan Howard Capital Management
Jersey
$3.34M -$2.87M -23,304 -47%
PS
665
Principal Securities
Iowa
$3.31M +$509K +4,136 +19%
DCM
666
Dimension Capital Management
Florida
$3.3M – – –
NLP
667
Next Level Private
New York
$3.3M -$6.77K -55 -0.2%
CANC
668
Culbertson A N & Co
Virginia
$3.27M -$66.5K -540 -2%
MFS
669
Mattson Financial Services
Michigan
$3.26M -$318K -2,581 -8%
CSP
670
Cary Street Partners
Virginia
$3.25M +$3.18M +25,829 New
DC
671
Davenport & Co
Virginia
$3.24M -$330K -2,680 -9%
SWP
672
Stratos Wealth Partners
Ohio
$3.23M -$273K -2,215 -8%
LD
673
Lipe & Dalton
New York
$3.23M -$131K -1,060 -4%
BEI
674
Benjamin Edwards Inc
Missouri
$3.23M +$343K +2,786 +12%
CFO
675
Callan Family Office
Pennsylvania
$3.2M +$3.13M +25,420 New
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