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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
751
San Luis Wealth Advisors
California
$1.4M +$1.37M +14,244 New
DC
752
Davenport & Co
Virginia
$1.39M +$397K +4,120 +35%
AA
753
Altrafin AG
$1.38M -$776K -8,045 -34%
VIA
754
Vident Investment Advisory
Georgia
$1.38M -$197K -2,038 -11%
OAM
755
Oak Asset Management
California
$1.38M +$4.82K +50 +0.3%
IB
756
Intrust Bank
Kansas
$1.37M -$24.8K -257 -2%
DPIM
757
Duff & Phelps Investment Management
Illinois
$1.36M – – –
MWM
758
Meridian Wealth Management
Kentucky
$1.36M -$23.1K -239 -2%
BWM
759
Buckley Wealth Management
Nevada
$1.35M +$297K +3,082 +25%
BFS
760
Bradley Foster & Sargent
Connecticut
$1.35M +$506K +5,241 +52%
AWM
761
Altium Wealth Management
New York
$1.34M -$24.5K -254 -2%
AFA
762
Abacus FCF Advisors
Florida
$1.34M -$114K -1,186 -7%
DI
763
Diligent Investors
California
$1.33M +$38.8K +402 +3%
CI
764
Conning Inc
Connecticut
$1.33M +$72.7K +754 +5%
AIS
765
AM Investment Strategies
Tennessee
$1.33M +$43.6K +452 +3%
LIM
766
Longfellow Investment Management
Massachusetts
$1.32M +$1.46M +15,122 New
RCIM
767
Red Cedar Investment Management
Michigan
$1.32M +$735K +7,615 +102%
AIM
768
Allen Investment Management
New York
$1.32M – – –
MAM
769
Mystic Asset Management
Rhode Island
$1.31M +$62.2K +645 +4%
KA
770
Kintegral Advisory
New York
$1.31M +$32.4K +336 +2%
BBA
771
Baader Bank Aktiengesellschaft
Germany
$1.31M – – –
OIM
772
Opus Investment Management
Massachusetts
$1.31M +$1.45M +15,000 New
TMAM
773
Tokio Marine Asset Management
Japan
$1.3M +$151K +1,562 +12%
ZIG
774
Zullo Investment Group
Pennsylvania
$1.3M +$2.22K +23 +0.2%
SFG
775
SevenBridge Financial Group
Pennsylvania
$1.29M -$98.1K -1,017 -6%
29 30
31
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