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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWP
776
Sagespring Wealth Partners
Tennessee
$3.82M +$262K +1,569 +8%
IWC
777
Integrated Wealth Concepts
Massachusetts
$3.81M -$1.05M -6,322 -23%
SIA
778
Sit Investment Associates
Minnesota
$3.78M +$3.55M +21,305 New
WBWA
779
William B. Walkup & Associates
South Carolina
$3.77M -$63.2K -379 -2%
MNBTD
780
Moody National Bank Trust Division
Texas
$3.76M -$1.74M -10,424 -33%
GAG
781
GM Advisory Group
New York
$3.73M +$6.5K +39 +0.2%
RFC
782
Regions Financial Corp
Alabama
$3.72M +$21.2K +127 +0.6%
LD
783
Lipe & Dalton
New York
$3.71M -$305K -1,831 -8%
IFU
784
iSAM Funds (UK)
United Kingdom
$3.7M +$3.48M +20,851 New
SW
785
SteelPeak Wealth
California
$3.7M -$5.38M -32,281 -61%
EWM
786
Empirical Wealth Management
Washington
$3.7M -$237K -1,418 -6%
CCIA
787
Campbell & Co Investment Adviser
Maryland
$3.69M +$1.82M +10,900 +110%
HC
788
Hurley Capital
New York
$3.69M +$15.2K +91 +0.4%
CT
789
Coastline Trust
Rhode Island
$3.69M +$714K +4,280 +26%
LWCFA
790
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.67M -$41.7K -250 -1%
AW
791
Alaethes Wealth
Nevada
$3.67M -$1K -6 -0%
MIA
792
MainStreet Investment Advisors
Illinois
$3.66M -$279K -1,671 -8%
MB
793
MidFirst Bank
Oklahoma
$3.65M +$3.43M +20,584 New
ATPW
794
Ashton Thomas Private Wealth
Arizona
$3.64M +$390K +2,336 +13%
MCWS
795
McKinley Carter Wealth Services
West Virginia
$3.64M -$28.4K -170 -0.8%
SAM
796
Smartleaf Asset Management
Massachusetts
$3.63M +$548K +3,284 +19%
CP
797
Cornerstone Planning
North Carolina
$3.62M +$3.39M +20,302 New
SLI
798
Sumitomo Life Insurance
Japan
$3.61M +$29.4K +176 +0.9%
WAM
799
Werlinich Asset Management
Connecticut
$3.59M – – –
SCA
800
Stokes Capital Advisors
South Carolina
$3.59M +$3.37M +20,195 New
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