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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
701
Balasa Dinverno & Foltz
$1.89M +$21.1K +212 +1%
CIA
702
Capital Investment Advisors
Georgia
$1.89M +$412K +4,135 +27%
SC
703
SouthState Corp
Florida
$1.85M -$232K -2,324 -11%
BAM
704
Belpointe Asset Management
Nevada
$1.84M +$1.29M +12,995 +225%
AC
705
Asio Capital
Kentucky
$1.84M +$69.4K +697 +4%
TPCW
706
TD Private Client Wealth
New York
$1.83M -$501K -5,025 -21%
CT
707
Caldwell Trust
Florida
$1.83M +$91.1K +915 +5%
IWC
708
Integrated Wealth Concepts
Massachusetts
$1.83M +$277K +2,777 +18%
RBA
709
Richard Bernstein Advisors
New York
$1.8M – – –
SFA
710
Sequoia Financial Advisors
Ohio
$1.79M +$2.02M +20,261 +175%
IIL
711
Insight Inv LLC
California
$1.78M +$1.81M +18,155 New
TIA
712
Tiemann Investment Advisors
California
$1.77M +$4.98K +50 +0.3%
AIM
713
Acropolis Investment Management
Missouri
$1.77M +$69.2K +695 +4%
IFWM
714
Institute for Wealth Management
Colorado
$1.76M -$13.1K -132 -0.7%
VIA
715
Vident Investment Advisory
Georgia
$1.75M +$47.3K +475 +3%
YIH
716
Y-Intercept (HK)
Hong Kong
$1.75M -$1.98M -19,878 -53%
SWP
717
Stratos Wealth Partners
Ohio
$1.72M +$167K +1,675 +11%
TIA
718
Trust Investment Advisors
Indiana
$1.71M +$1.59K +16 +0.1%
SAI
719
Systematic Alpha Investments
New Jersey
$1.7M – – –
WSFS
720
Wilmington Savings Fund Society
Delaware
$1.7M -$82.8K -831 -5%
WIS
721
Wright Investors Service
Connecticut
$1.69M -$614K -6,164 -26%
MC
722
Moors & Cabot
Massachusetts
$1.69M +$191K +1,916 +10%
HIP
723
HUB Investment Partners
Texas
$1.68M +$61.8K +620 +4%
WAM
724
Wolverine Asset Management
Illinois
$1.68M +$1.69M +16,981 +9,816%
VI
725
Vestcor Inc
New Brunswick, Canada
$1.66M -$366K -3,676 -18%
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