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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IIL
751
Insight Inv LLC
California
$1.62M +$7.49K +85 +0.5%
WJWM
752
Williams Jones Wealth Management
New York
$1.61M -$105K -1,193 -7%
BFS
753
Bradley Foster & Sargent
Connecticut
$1.6M -$69.2K -786 -4%
TCM
754
Teza Capital Management
Illinois
$1.6M +$1.5M +17,003 New
SP
755
Symmetry Partners
Connecticut
$1.6M -$746K -8,471 -33%
PWM
756
Perigon Wealth Management
California
$1.59M -$159K -1,803 -10%
CWM
757
Congress Wealth Management
Massachusetts
$1.59M -$66K -749 -4%
VA
758
Vident Advisory
Georgia
$1.58M +$187K +2,120 +14%
FM
759
Foster & Motley
Ohio
$1.57M -$277K -3,142 -16%
TIA
760
Trust Investment Advisors
Indiana
$1.56M -$48.3K -549 -3%
SCA
761
Snowden Capital Advisors
New York
$1.56M +$343K +3,890 +31%
SA
762
Strategic Advisors
New York
$1.55M -$25.8K -293 -2%
RSA
763
River Street Advisors
Illinois
$1.55M +$54.1K +614 +4%
SIA
764
Schechter Investment Advisors
Michigan
$1.54M -$276K -3,131 -16%
TCOT
765
Trust Company of Toledo
Ohio
$1.54M +$418K +4,750 +41%
LF
766
Lee Financial
Texas
$1.53M -$12.8K -145 -0.9%
DAS
767
Dynamic Advisor Solutions
Arizona
$1.53M +$27.4K +311 +2%
BAM
768
Belpointe Asset Management
Nevada
$1.53M -$200K -2,267 -12%
CIP
769
Convergence Investment Partners
Florida
$1.52M -$38.9K -442 -3%
AA
770
Altman Advisors
Illinois
$1.52M +$622K +7,063 +77%
FNA
771
First National Advisers
Nebraska
$1.52M +$284K +3,230 +24%
VSQM
772
V-Square Quantitative Management
Illinois
$1.52M – – –
CFG
773
Citizens Financial Group
Rhode Island
$1.51M -$116K -1,313 -8%
SWM
774
Spire Wealth Management
Virginia
$1.5M +$119K +1,354 +9%
IIC
775
Ironwood Investment Counsel
Arizona
$1.5M +$42.1K +478 +3%
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