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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BC
701
Bartlett & Co
Ohio
$368K +$182K +4,247 +97%
BHBT
702
Burke & Herbert Bank & Trust
Virginia
$368K +$368K +8,616 New
TFCP
703
Twin Focus Capital Partners
Massachusetts
$367K – – –
DWT
704
Dorsey & Whitney Trust
South Dakota
$367K +$73.9K +1,728 +25%
SW
705
SVB Wealth
Massachusetts
$366K +$29.2K +683 +9%
FPA
706
First Pacific Advisors
California
$365K -$171K -4,000 -32%
AWM
707
Altium Wealth Management
New York
$365K +$3.98K +93 +1%
BSA
708
Bull Street Advisors
Georgia
$364K +$364K +8,525 New
WOC
709
West Oak Capital
California
$358K -$66.7K -1,560 -16%
TCM
710
Teza Capital Management
Illinois
$358K +$359K +8,396 New
LB
711
Legacy Bridge
Iowa
$357K -$25.6K -600 -7%
FPCP
712
Fort Point Capital Partners
California
$357K – – –
EM
713
Excalibur Management
Massachusetts
$356K -$8.8K -206 -2%
CCP
714
Corient Capital Partners
California
$354K +$89.7K +2,098 +34%
CFB
715
Cullen/Frost Bankers
Texas
$347K -$43.1K -1,009 -11%
WCA
716
Westover Capital Advisors
Delaware
$341K – – –
BCM
717
Brown Capital Management
Maryland
$336K +$11.4K +266 +3%
BRWA
718
B. Riley Wealth Advisors
Florida
$333K +$19.4K +453 +6%
OWA
719
Outlook Wealth Advisors
Texas
$331K +$10.3K +240 +3%
AIM
720
Anchor Investment Management
South Carolina
$330K -$67.7K -1,585 -17%
BB
721
Bell Bank
North Dakota
$330K – – –
GLA
722
Good Life Advisors
Pennsylvania
$326K +$3.85K +90 +1%
SS
723
Sunbelt Securities
Texas
$326K +$73.1K +1,710 +29%
HPC
724
Hobart Private Capital
North Carolina
$323K +$19.6K +459 +6%
NNP
725
Nachman Norwood & Parrott
South Carolina
$323K -$7.65K -179 -2%
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