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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
726
Western Wealth Management
Colorado
$1.57M +$914K +9,470 +111%
MP
727
McDonald Partners
Ohio
$1.56M +$1.73M +17,912 New
LIM
728
Leavell Investment Management
Alabama
$1.56M +$174K +1,800 +11%
TIA
729
Tiemann Investment Advisors
California
$1.55M -$32.8K -340 -2%
DCM
730
Decatur Capital Management
Georgia
$1.55M +$171K +1,770 +11%
TIA
731
Trust Investment Advisors
Indiana
$1.53M +$10.7K +111 +0.6%
WSFS
732
Wilmington Savings Fund Society
Delaware
$1.52M +$3.96K +41 +0.2%
TPCW
733
TD Private Client Wealth
New York
$1.52M -$128K -1,330 -7%
SAI
734
Systematic Alpha Investments
New Jersey
$1.51M – – –
WPC
735
White Pine Capital
Minnesota
$1.51M +$100K +1,040 +6%
HI
736
Hoey Investments
Pennsylvania
$1.5M +$933K +9,669 +129%
CFB
737
Cullen/Frost Bankers
Texas
$1.49M +$60.4K +626 +4%
BBHC
738
Brown Brothers Harriman & Co
New York
$1.49M +$646K +6,696 +65%
UCFA
739
United Capital Financial Advisors
Texas
$1.48M +$514K +5,330 +46%
FFM
740
Forum Financial Management
Illinois
$1.47M +$96 +1 +0%
LW
741
Linscomb Wealth
Texas
$1.47M +$1.34M +13,901 +483%
SA
742
Strategic Advisors
New York
$1.46M +$1.61M +16,704 New
OR
743
Olympiad Research
Connecticut
$1.45M +$46.7K +484 +3%
GWSG
744
GPS Wealth Strategies Group
Colorado
$1.45M -$24.5K -254 -2%
RIM
745
Redwood Investment Management
Arizona
$1.45M +$169K +1,749 +12%
SC
746
SouthState Corp
Florida
$1.44M -$236K -2,446 -13%
BPCA
747
Bank Pictet & Cie (Asia)
Singapore
$1.43M – – –
PF
748
Phoenix Financial
Israel
$1.42M +$1.56M +16,210 New
SW
749
SVB Wealth
Massachusetts
$1.4M +$32K +332 +2%
WA
750
WestEnd Advisors
North Carolina
$1.4M -$1.64K -17 Closed
28 29
30
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