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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
751
Spire Wealth Management
Virginia
$1.27M +$1.3M +16,919 New
VVP
752
Venture Visionary Partners
Ohio
$1.27M +$276K +3,596 +28%
MP
753
McDonald Partners
Ohio
$1.25M +$372K +4,859 +43%
MC
754
Moors & Cabot
Massachusetts
$1.24M +$1.07M +13,945 +229%
BPCA
755
Bank Pictet & Cie (Asia)
Singapore
$1.24M +$1.23M +15,999 New
AC
756
Asio Capital
Kentucky
$1.23M +$9.58K +125 +0.8%
WPC
757
White Pine Capital
Minnesota
$1.23M +$11.5K +150 +1%
IB
758
Intrust Bank
Kansas
$1.23M +$15.4K +201 +1%
DI
759
Diligent Investors
California
$1.22M +$91K +1,187 +8%
SFA
760
Sequoia Financial Advisors
Ohio
$1.22M +$52.9K +690 +2%
IFWM
761
Institute for Wealth Management
Colorado
$1.22M -$29.9K -390 -2%
CG
762
Caprock Group
Idaho
$1.21M -$161K -2,099 -12%
XWM
763
Xcel Wealth Management
Florida
$1.21M – – –
KFP
764
KMG Fiduciary Partners
Ohio
$1.2M +$52K +679 +5%
GWSG
765
GPS Wealth Strategies Group
Colorado
$1.19M +$1.17M +15,274 New
MWM
766
Meridian Wealth Management
Kentucky
$1.18M +$15.3K +200 +1%
TSWM
767
Triangle Securities Wealth Management
North Carolina
$1.17M -$7.97K -104 -0.7%
CMANY
768
Capital Management Associates (New York)
New York
$1.17M +$575K +7,500 +100%
SWP
769
Stratos Wealth Partners
Ohio
$1.16M +$130K +1,699 +13%
QI
770
Qtron Investments
Massachusetts
$1.15M -$127K -1,651 -10%
VCA
771
Verdence Capital Advisors
Maryland
$1.15M +$60K +783 +6%
MSAM
772
Moloney Securities Asset Management
Missouri
$1.15M -$1.5M -19,631 -57%
QSS
773
Quantitative Systematic Strategies
Florida
$1.14M -$1.24M -16,169 -52%
CT
774
Coastline Trust
Rhode Island
$1.14M +$1.13M +14,690 New
KA
775
Kintegral Advisory
New York
$1.14M – – –
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