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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
701
Werlinich Asset Management
Connecticut
$2.17M – – –
GF
702
Gries Financial
Ohio
$2.16M -$527K -5,232 -20%
SSWM
703
Smith Salley Wealth Management
North Carolina
$2.16M +$452K +4,493 +28%
AIS
704
AM Investment Strategies
Tennessee
$2.16M +$16.7K +166 +0.8%
IA
705
IFG Advisory
Georgia
$2.15M +$29K +288 +1%
PA
706
Profund Advisors
Maryland
$2.14M +$237K +2,355 +13%
FDS
707
Freedom Day Solutions
Texas
$2.14M -$26.1K -259 -1%
YIA
708
YHB Investment Advisors
Connecticut
$2.14M -$3.83K -38 -0.2%
VCA
709
Verdence Capital Advisors
Maryland
$2.13M +$734K +7,290 +56%
GI
710
GAMMA Investing
California
$2.12M +$562K +5,576 +38%
AFM
711
Anson Funds Management
Texas
$2.08M +$2.01M +20,000 New
HIA
712
Harvest Investment Advisors
Florida
$2.08M +$17.6K +175 +0.9%
SIM
713
Stratos Investment Management
Ohio
$2.08M +$107K +1,065 +6%
LGF
714
LGT Group Foundation
Liechtenstein
$2.06M +$1.01K +10 +0.1%
CICI
715
Capital Investment Counsel Inc
North Carolina
$2.03M -$27.7K -275 -1%
DEA
716
DoubleLine ETF Adviser
Florida
$2.03M -$147K -1,461 -7%
CAM
717
Covenant Asset Management
New Jersey
$2.01M -$10.5K -104 -0.5%
CCG
718
Chatham Capital Group
Georgia
$2M -$5.04K -50 -0.3%
PMA
719
Prudent Man Advisors
Illinois
$2M -$277K -2,749 -13%
FFM
720
Forum Financial Management
Illinois
$2M +$13.5K +134 +0.7%
HCCM
721
Hudson Canyon Capital Management
New York
$1.98M – – –
MCWS
722
McKinley Carter Wealth Services
West Virginia
$1.97M +$30.6K +304 +2%
ADIM
723
Alpha DNA Investment Management
Maryland
$1.96M -$2.76M -27,376 -59%
AIM
724
Acropolis Investment Management
Missouri
$1.95M -$13.4K -133 -0.7%
BBHC
725
Brown Brothers Harriman & Co
New York
$1.95M -$85.4K -848 -4%
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