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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
726
Cyndeo Wealth Partners
Florida
$1.5M -$384K -4,426 -19%
FMAEN1
727
Fund Management at Engine No 1
California
$1.49M +$112K +1,289 +8%
TAM
728
Tocqueville Asset Management
New York
$1.49M -$68.2K -785 -4%
AFM
729
Abbot Financial Management
Massachusetts
$1.48M -$8.68K -100 -0.5%
MOS
730
MGO One Seven
Ohio
$1.48M -$93.2K -1,074 -6%
CCT
731
Chemung Canal Trust
New York
$1.48M +$27.5K +317 +2%
CGL
732
Clarius Group LLC
Washington
$1.46M -$302K -3,481 -16%
CCA
733
Checchi Capital Advisers
California
$1.46M -$8.16K -94 -0.5%
ADBIC
734
A.D. Beadell Investment Counsel
Wisconsin
$1.45M – – –
OAM
735
Ostrum Asset Management
France
$1.44M +$491K +5,655 +47%
CFB
736
Cullen/Frost Bankers
Texas
$1.43M -$44.7K -515 -3%
CF
737
Centaurus Financial
California
$1.42M +$109K +1,254 +8%
SAI
738
Systematic Alpha Investments
New Jersey
$1.42M – – –
AFG
739
AFS Financial Group
Maryland
$1.41M +$415K +4,782 +38%
TIA
740
Trust Investment Advisors
Indiana
$1.41M -$14K -161 -0.9%
CAM
741
Covenant Asset Management
New Jersey
$1.41M +$23.4K +270 +2%
VFA
742
Valeo Financial Advisors
Indiana
$1.4M -$5.9K -68 -0.4%
CWM
743
Congress Wealth Management
Massachusetts
$1.4M +$46.7K +538 +3%
M1FG
744
Mach-1 Financial Group
Arkansas
$1.4M -$1.13M -12,998 -43%
HCA
745
Harbour Capital Advisors
Virginia
$1.4M +$393K +4,525 +36%
AG
746
AIA Group
Hong Kong
$1.4M -$391K -4,499 -21%
MFS
747
Mirabella Financial Services
United Kingdom
$1.39M +$1.24M +14,278 +510%
IFWM
748
Institute for Wealth Management
Colorado
$1.39M -$5.9K -68 -0.4%
OAM
749
Oak Asset Management
California
$1.38M -$1.74K -20 -0.1%
SA
750
Strategic Advisors
New York
$1.38M +$695 +8 +0%
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30
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