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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ICG
751
InterOcean Capital Group
Tennessee
$1.28M +$724K +9,444 +134%
OAM
752
Oak Asset Management
California
$1.28M -$4.67K -61 -0.4%
4WM
753
44 Wealth Management
Oregon
$1.28M -$28.2K -368 -2%
SFG
754
SevenBridge Financial Group
Pennsylvania
$1.27M +$50.5K +659 +4%
SWM
755
Spire Wealth Management
Virginia
$1.27M +$1.3M +16,919 New
VVP
756
Venture Visionary Partners
Ohio
$1.27M +$276K +3,596 +28%
MP
757
McDonald Partners
Ohio
$1.25M +$372K +4,859 +43%
MC
758
Moors & Cabot
Massachusetts
$1.24M +$1.07M +13,945 +229%
BPCA
759
Bank Pictet & Cie (Asia)
Singapore
$1.24M +$1.23M +15,999 New
AC
760
Asio Capital
Kentucky
$1.23M +$9.58K +125 +0.8%
WPC
761
White Pine Capital
Minnesota
$1.23M +$11.5K +150 +1%
IB
762
Intrust Bank
Kansas
$1.23M +$15.4K +201 +1%
DI
763
Diligent Investors
California
$1.22M +$91K +1,187 +8%
SFA
764
Sequoia Financial Advisors
Ohio
$1.22M +$52.9K +690 +2%
IFWM
765
Institute for Wealth Management
Colorado
$1.22M -$29.9K -390 -2%
CG
766
Caprock Group
Idaho
$1.21M -$161K -2,099 -12%
XWM
767
Xcel Wealth Management
Florida
$1.21M – – –
KFP
768
KMG Fiduciary Partners
Ohio
$1.2M +$52K +679 +5%
GWSG
769
GPS Wealth Strategies Group
Colorado
$1.19M +$1.17M +15,274 New
MWM
770
Meridian Wealth Management
Kentucky
$1.18M +$15.3K +200 +1%
TSWM
771
Triangle Securities Wealth Management
North Carolina
$1.17M -$7.97K -104 -0.7%
CMANY
772
Capital Management Associates (New York)
New York
$1.17M +$575K +7,500 +100%
SWP
773
Stratos Wealth Partners
Ohio
$1.16M +$130K +1,699 +13%
QI
774
Qtron Investments
Massachusetts
$1.15M -$127K -1,651 -10%
VCA
775
Verdence Capital Advisors
Maryland
$1.15M +$60K +783 +6%
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