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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
676
UBP Investment Advisors
Switzerland
$1.59M – – –
BAM
677
Belpointe Asset Management
Nevada
$1.58M -$1.13M -13,361 -40%
SEC
678
Seven Eight Capital
New York
$1.58M +$1.69M +20,044 New
CCP
679
Cunning Capital Partners
North Carolina
$1.57M – – –
WHG
680
Westwood Holdings Group
Texas
$1.57M -$84K -997 -5%
PA
681
Procyon Advisors
Connecticut
$1.55M -$112K -1,326 -6%
CM
682
Castleark Management
Illinois
$1.55M – – –
MGP
683
Metis Global Partners
California
$1.54M -$74K -878 -4%
TMAM
684
Tokio Marine Asset Management
Japan
$1.54M +$146K +1,735 +10%
MWM
685
Modera Wealth Management
New Jersey
$1.5M -$27.1K -321 -2%
AFM
686
Abbot Financial Management
Massachusetts
$1.5M – – –
CG
687
Caprock Group
Idaho
$1.5M +$26.4K +313 +2%
AF
688
Advisornet Financial
Minnesota
$1.5M -$379K -4,495 -19%
RIM
689
Redwood Investment Management
Arizona
$1.5M +$1.6M +18,948 New
CCFP
690
Charles Carroll Financial Partners
Massachusetts
$1.49M -$164K -1,950 -9%
FFM
691
Forum Financial Management
Illinois
$1.48M -$17.1K -203 -1%
BCM
692
Brasada Capital Management
Texas
$1.47M -$630K -7,473 -29%
P
693
Pitcairn
Pennsylvania
$1.47M -$52.2K -619 -3%
OR
694
Olympiad Research
Connecticut
$1.46M +$89.5K +1,062 +6%
TSS
695
Two Sigma Securities
New York
$1.45M +$1.55M +18,377 New
FTDI
696
First Trust Direct Indexing
Massachusetts
$1.45M +$22.6K +268 +1%
HWAM
697
Hennion & Walsh Asset Management
New Jersey
$1.44M +$756K +8,967 +96%
IIL
698
Insight Inv LLC
California
$1.44M -$48.5K -575 -3%
AIM
699
Acropolis Investment Management
Missouri
$1.44M +$20.1K +238 +1%
CCT
700
Chemung Canal Trust
New York
$1.43M -$222K -2,630 -13%
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