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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
801
Pekin Hardy Strauss
Illinois
$1.12M +$74K +793 +7%
WANY
802
Wealthspire Advisors (New York)
New York
$1.12M -$117K -1,251 -9%
CA
803
Cetera Advisors
Colorado
$1.11M -$41.3K -442 -3%
SACTSONJ
804
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.11M – – –
PWP
805
Principle Wealth Partners
Connecticut
$1.1M +$373 +4 +0%
ANTB
806
AMG National Trust Bank
Colorado
$1.1M +$151K +1,622 +15%
FNT
807
First National Trust
Pennsylvania
$1.1M -$8.68K -93 -0.7%
AC
808
Abbrea Capital
California
$1.1M +$29.4K +315 +3%
BFS
809
Bard Financial Services
Connecticut
$1.1M – – –
FCP
810
Fidelis Capital Partners
Florida
$1.09M +$929K +9,956 +343%
HCA
811
Harbour Capital Advisors
Virginia
$1.09M +$1.16M +12,425 New
CFG
812
Citizens Financial Group
Rhode Island
$1.09M -$62.8K -673 -5%
TFA
813
Transamerica Financial Advisors
Florida
$1.09M +$33.3K +357 +3%
WAP
814
Wealthcare Advisory Partners
Pennsylvania
$1.08M +$33.5K +359 +3%
PL
815
Perpetual Ltd
Australia
$1.08M +$1.15M +12,312 New
GIA
816
Gladstone Institutional Advisory
Florida
$1.08M +$560K +5,998 +95%
VCM
817
Viewpoint Capital Management
Washington
$1.07M -$6.53K -70 -0.6%
AIA
818
Affinity Investment Advisors
California
$1.07M -$45K -482 -4%
SWS
819
SYSTM Wealth Solutions
Illinois
$1.06M -$165K -1,766 -13%
CASB
820
Cape Ann Savings Bank
Massachusetts
$1.06M +$53.1K +569 +5%
JWCA
821
J.W. Cole Advisors
Florida
$1.06M +$22.9K +245 +2%
FFP
822
FourThought Financial Partners
Florida
$1.06M -$68.2K -731 -6%
DWT
823
Dorsey & Whitney Trust
South Dakota
$1.06M -$116K -1,243 -9%
WW
824
Waterfront Wealth
Kansas
$1.05M +$6.35K +68 +0.6%
WWA
825
WCG Wealth Advisors
Nevada
$1.05M – – –
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