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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
776
Meridian Wealth Management
Kentucky
$1.25M -$178K -1,909 -12%
EGM
777
Engineers Gate Manager
New York
$1.23M +$1.31M +14,018 New
QT
778
Quantamental Technologies
New York
$1.23M +$1.31M +13,988 New
NERM
779
New England Research & Management
Illinois
$1.23M -$23.3K -250 -2%
SCI
780
S&CO Inc
Massachusetts
$1.22M – – –
SC
781
SouthState Corp
Florida
$1.21M -$96.2K -1,031 -7%
WS
782
Wedbush Securities
California
$1.2M -$73.7K -790 -5%
SF
783
Summit Financial
New Jersey
$1.2M +$42.2K +452 +3%
ZIG
784
Zullo Investment Group
Pennsylvania
$1.2M -$72.5K -777 -5%
WT
785
Whittier Trust
California
$1.19M – – –
DT
786
Diversified Trust
Tennessee
$1.19M +$270K +2,894 +27%
SFM
787
Systematic Financial Management
New Jersey
$1.19M – – –
EM
788
Excalibur Management
Massachusetts
$1.17M -$3.55K -38 -0.3%
ICP
789
Interchange Capital Partners
Pennsylvania
$1.17M +$1.01M +10,773 +424%
NP
790
Nilsine Partners
Colorado
$1.17M +$1.24M +13,309 New
WCM
791
Washburn Capital Management
Florida
$1.17M -$169K -1,810 -12%
BL
792
Balentine LLC
Georgia
$1.17M +$1.24M +13,274 New
IRC
793
Investors Research Corp
Georgia
$1.16M -$37.3K -400 -3%
HCM
794
Howland Capital Management
Massachusetts
$1.15M -$37.2K -399 -3%
AC
795
AXQ Capital
New Jersey
$1.14M +$1.21M +13,000 New
FWP
796
FAS Wealth Partners
Kansas
$1.13M +$85.1K +912 +8%
BPCA
797
Bank Pictet & Cie (Asia)
Singapore
$1.13M -$260K -2,785 -18%
TF
798
TLWM Financial
Texas
$1.12M -$8.96K -96 -0.7%
DLHL
799
Donald L. Hagan LLC
Florida
$1.12M +$46.6K +499 +4%
RFM
800
Royal Fund Management
Florida
$1.12M +$476K +5,104 +67%
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