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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NPF
776
Norris Perne & French
Michigan
$261K – – –
SCM
777
SOL Capital Management
Maryland
$260K – – –
AWE
778
Avidian Wealth Enterprises
Texas
$258K +$14.9K +349 +6%
FCI
779
Financial Counselors Inc
Kansas
$257K – – –
CH
780
Canton Hathaway
Rhode Island
$256K -$27.9K -652 -10%
CCFCSB
781
Cape Cod Five Cents Savings Bank
Massachusetts
$255K – – –
CMI
782
Clare Market Investments
Texas
$255K -$2.82K -66 -1%
BONST
783
Bank of Nova Scotia Trust
Ontario, Canada
$254K -$6.28K -147 -2%
SA
784
Sicart Associates
New York
$252K +$252K +5,901 New
PAS
785
Park Avenue Securities
New York
$249K +$249K +5,837 New
CM
786
Capula Management
Cayman Islands
$248K +$248K +5,805 New
EW
787
Evoke Wealth
California
$246K +$247K +5,770 New
LBD
788
Landsberg Bennett & Dubbaneh
Florida
$245K -$17.7K -413 -7%
WBG
789
Wharton Business Group
Pennsylvania
$245K -$6.41K -150 -3%
AEPG
790
American Economic Planning Group
New Jersey
$243K – – –
USAA
791
United Services Automobile Association
Texas
$240K -$51.8M -1,211,955 -100%
PTC
792
Petrus Trust Company
Texas
$240K +$240K +5,620 New
WWM
793
Western Wealth Management
Colorado
$239K +$30.5K +714 +15%
PCM
794
Perritt Capital Management
Illinois
$238K -$64.1K -1,500 -21%
CIM
795
Confluence Investment Management
Missouri
$238K – – –
AC
796
Avestar Capital
New York
$238K +$227K +5,301 +1,971%
IIC
797
Integrated Investment Consultants
Michigan
$237K +$237K +5,550 New
BBA
798
BLB&B Advisors
Pennsylvania
$235K – – –
PL
799
Perpetual Ltd
Australia
$235K – – –
BCM
800
BlueCrest Capital Management
Jersey
$235K +$235K +5,497 New
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