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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TH
726
TCTC Holdings
Texas
$2.69M +$65.9K +535 +3%
SW
727
SteelPeak Wealth
California
$2.68M -$4.43M -35,993 -63%
RFC
728
Regions Financial Corp
Alabama
$2.67M +$28.3K +230 +1%
CT
729
Caldwell Trust
Florida
$2.65M -$105K -854 -4%
FFM
730
Forum Financial Management
Illinois
$2.64M +$229K +1,856 +10%
ICA
731
Infrastructure Capital Advisors
New York
$2.64M +$2.59M +21,001 New
RIA
732
Regal Investment Advisors
Michigan
$2.64M +$1.61M +13,087 +165%
LSA
733
Leonteq Securities AG
Switzerland
$2.64M -$382K -3,101 -13%
SSWM
734
Smith Salley Wealth Management
North Carolina
$2.63M +$29.4K +239 +1%
AIS
735
AM Investment Strategies
Tennessee
$2.62M +$15.5K +126 +0.6%
BIM
736
Baldwin Investment Management
Pennsylvania
$2.62M -$190K -1,544 -7%
WAM
737
Werlinich Asset Management
Connecticut
$2.61M – – –
AC
738
Asio Capital
Kentucky
$2.6M -$60.6K -492 -2%
IA
739
IFG Advisory
Georgia
$2.59M -$6.9K -56 -0.3%
GF
740
Gries Financial
Ohio
$2.58M -$33.3K -270 -1%
CFCI
741
Comprehensive Financial Consultants Institutional
Indiana
$2.57M +$1.15M +9,318 +84%
TC
742
Trilogy Capital
California
$2.57M +$1.98M +16,079 +368%
SFS
743
Sowell Financial Services
Arkansas
$2.53M -$274K -2,221 -10%
SCM
744
Sandler Capital Management
New York
$2.51M +$2.46M +19,954 New
CCG
745
Chatham Capital Group
Georgia
$2.5M +$80.7K +655 +3%
WWM
746
Wolff Wiese Magana
California
$2.48M -$493K -4,001 -17%
HIA
747
Harvest Investment Advisors
Florida
$2.46M -$52K -422 -2%
BBHC
748
Brown Brothers Harriman & Co
New York
$2.46M +$102K +829 +4%
TS
749
Triglav Skladi
Slovenia
$2.45M +$2.4M +19,512 New
FDS
750
Freedom Day Solutions
Texas
$2.43M -$150K -1,215 -6%
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