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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
701
Forvis Mazars Wealth Advisors
Missouri
$594K +$21.3K +422 +4%
HPC
702
Hobart Private Capital
North Carolina
$593K +$47.3K +939 +8%
FNFDCM
703
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$592K +$8.06K +160 +1%
CGL
704
Clarius Group LLC
Washington
$591K +$13.3K +265 +2%
CIP
705
Cornerstone Investment Partners
Georgia
$590K – – –
ATPW
706
Ashton Thomas Private Wealth
Arizona
$589K -$212K -4,218 -26%
BBHC
707
Brown Brothers Harriman & Co
New York
$588K -$1.26K -25 -0.2%
SWM
708
SeaCrest Wealth Management
New York
$586K -$20K -397 -3%
SWP
709
Stratos Wealth Partners
Ohio
$583K +$46.5K +923 +8%
QI
710
Qtron Investments
Massachusetts
$582K – – –
AW
711
ACG Wealth
Georgia
$581K -$403 -8 -0.1%
APWA
712
Atlas Private Wealth Advisors
New Jersey
$579K -$33.8K -670 -5%
AIM
713
Acropolis Investment Management
Missouri
$578K +$80.3K +1,593 +15%
CAG
714
Crestwood Advisors Group
Massachusetts
$576K -$9.52K -189 -2%
BP
715
Ballentine Partners
Massachusetts
$576K +$27.4K +544 +5%
WAM
716
Wolverine Asset Management
Illinois
$576K +$601K +11,922 New
JWCA
717
J.W. Cole Advisors
Florida
$573K +$607K +12,057 New
TCOT
718
Trust Company of Toledo
Ohio
$568K -$200K -3,975 -25%
FPCP
719
Fort Point Capital Partners
California
$567K -$15.1K -300 -2%
MMC
720
Mizuho Markets Cayman
Cayman Islands
$564K +$458K +9,101 +355%
CT
721
Caldwell Trust
Florida
$562K -$90.7K -1,800 -13%
BAM
722
Belpointe Asset Management
Nevada
$562K +$3.38K +67 +0.6%
SSG
723
Summit Securities Group
New York
$561K +$262K +5,200 +81%
VCA
724
Verdence Capital Advisors
Maryland
$560K -$3.63K -72 -0.6%
CWM
725
Calamos Wealth Management
Illinois
$558K -$27.5K -546 -5%
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