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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
801
Systematic Financial Management
New Jersey
$1.15M – – –
PI
802
PFG Investments
New York
$1.15M +$153K +1,792 +15%
EM
803
Excalibur Management
Massachusetts
$1.14M – – –
SC
804
SouthState Corp
Florida
$1.14M -$37.6K -440 -3%
FCI
805
Financial Counselors Inc
Kansas
$1.14M -$106K -1,238 -8%
LRWA
806
Long Run Wealth Advisors
New York
$1.14M -$183K -2,145 -14%
FCP
807
Fidelis Capital Partners
Florida
$1.14M +$38.6K +451 +4%
IRC
808
Investors Research Corp
Georgia
$1.13M – – –
ANTB
809
AMG National Trust Bank
Colorado
$1.12M +$44.4K +519 +4%
PHS
810
Pekin Hardy Strauss
Illinois
$1.11M +$25.7K +300 +2%
BCM
811
Brookstone Capital Management
Illinois
$1.11M +$265K +3,103 +30%
LCM
812
Laurion Capital Management
New York
$1.11M -$37.8M -441,526 -97%
IAS
813
Insigneo Advisory Services
Florida
$1.11M +$881K +10,299 +387%
TF
814
TLWM Financial
Texas
$1.1M +$13.9K +163 +1%
WANY
815
Wealthspire Advisors (New York)
New York
$1.1M +$11.5K +134 +1%
HCM
816
Hodges Capital Management
Texas
$1.1M -$1.06M -12,397 Closed
BPCA
817
Bank Pictet & Cie (Asia)
Singapore
$1.1M – – –
CASB
818
Cape Ann Savings Bank
Massachusetts
$1.09M +$54.7K +640 +5%
HCA
819
Harbour Capital Advisors
Virginia
$1.09M +$12.4K +145 +1%
PAM
820
Panagora Asset Management
Massachusetts
$1.09M -$8.07M -94,358 -88%
ZIG
821
Zullo Investment Group
Pennsylvania
$1.08M -$84.2K -985 -7%
BFS
822
Bard Financial Services
Connecticut
$1.08M +$10.7K +125 +1%
SACTSONJ
823
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.08M – – –
TFA
824
Transamerica Financial Advisors
Florida
$1.08M +$19.3K +226 +2%
AWE
825
Avidian Wealth Enterprises
Texas
$1.07M +$274K +3,208 +34%
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