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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
701
Abbot Financial Management
Massachusetts
$1.94M -$9.96K -100 -0.5%
CC
702
Centiva Capital
New York
$1.92M +$651K +6,540 +50%
NFC
703
Northeast Financial Consultants
Connecticut
$1.9M +$415K +4,168 +27%
WHG
704
Westwood Holdings Group
Texas
$1.9M +$59.5K +597 +3%
BDF
705
Balasa Dinverno & Foltz
$1.89M +$21.1K +212 +1%
CIA
706
Capital Investment Advisors
Georgia
$1.89M +$412K +4,135 +27%
SC
707
SouthState Corp
Florida
$1.85M -$232K -2,324 -11%
BAM
708
Belpointe Asset Management
Nevada
$1.84M +$1.29M +12,995 +225%
AC
709
Asio Capital
Kentucky
$1.84M +$69.4K +697 +4%
TPCW
710
TD Private Client Wealth
New York
$1.83M -$501K -5,025 -21%
CT
711
Caldwell Trust
Florida
$1.83M +$91.1K +915 +5%
IWC
712
Integrated Wealth Concepts
Massachusetts
$1.83M +$277K +2,777 +18%
RBA
713
Richard Bernstein Advisors
New York
$1.8M – – –
SFA
714
Sequoia Financial Advisors
Ohio
$1.79M +$2.02M +20,261 +175%
IIL
715
Insight Inv LLC
California
$1.78M +$1.81M +18,155 New
TIA
716
Tiemann Investment Advisors
California
$1.77M +$4.98K +50 +0.3%
AIM
717
Acropolis Investment Management
Missouri
$1.77M +$69.2K +695 +4%
IFWM
718
Institute for Wealth Management
Colorado
$1.76M -$13.1K -132 -0.7%
VIA
719
Vident Investment Advisory
Georgia
$1.75M +$47.3K +475 +3%
YIH
720
Y-Intercept (HK)
Hong Kong
$1.75M -$1.98M -19,878 -53%
SWP
721
Stratos Wealth Partners
Ohio
$1.72M +$167K +1,675 +11%
TIA
722
Trust Investment Advisors
Indiana
$1.71M +$1.59K +16 +0.1%
SAI
723
Systematic Alpha Investments
New Jersey
$1.7M – – –
WSFS
724
Wilmington Savings Fund Society
Delaware
$1.7M -$82.8K -831 -5%
WIS
725
Wright Investors Service
Connecticut
$1.69M -$614K -6,164 -26%
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