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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SCI
801
S&CO Inc
Massachusetts
$1.3M – – –
ANTB
802
AMG National Trust Bank
Colorado
$1.29M +$40.8K +510 +4%
MCP
803
Mirador Capital Partners
California
$1.28M +$43.5K +544 +4%
LOAMS
804
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.27M +$1.09M +13,657 New
MWM
805
Meridian Wealth Management
Kentucky
$1.27M -$970K -12,128 -47%
EM
806
Excalibur Management
Massachusetts
$1.27M +$4.16K +52 +0.4%
VT
807
Vise Technologies
New York
$1.26M -$234K -2,921 -18%
DAM
808
Deltec Asset Management
New York
$1.26M -$400K -5,000 -27%
SFM
809
Systematic Financial Management
New Jersey
$1.26M – – –
CCG
810
Chatham Capital Group
Georgia
$1.26M +$125K +1,560 +13%
TF
811
TLWM Financial
Texas
$1.26M +$6.72K +84 +0.6%
DWM
812
Dakota Wealth Management
Florida
$1.25M +$52K +650 +5%
CIAS
813
Capital Investment Advisory Services
North Carolina
$1.25M +$202K +2,528 +23%
QI
814
Qtron Investments
Massachusetts
$1.25M +$404K +5,048 +60%
SWM
815
Spire Wealth Management
Virginia
$1.25M -$104K -1,294 -8%
FNA
816
First National Advisers
Nebraska
$1.24M +$383K +4,787 +56%
QWM
817
Quadcap Wealth Management
Texas
$1.24M +$1.06M +13,277 New
IRC
818
Investors Research Corp
Georgia
$1.24M – – –
TAM
819
Tocqueville Asset Management
New York
$1.23M -$404K -5,048 -28%
PHS
820
Pekin Hardy Strauss
Illinois
$1.22M -$44K -550 -4%
PPWP
821
Premier Path Wealth Partners
New Jersey
$1.22M +$1.05M +13,084 New
LRWA
822
Long Run Wealth Advisors
New York
$1.22M -$20K -250 -2%
AF
823
Allworth Financial
California
$1.22M -$21.8K -273 -2%
WT
824
Whittier Trust
California
$1.22M -$59K -738 -5%
JWCA
825
J.W. Cole Advisors
Florida
$1.21M +$117K +1,457 +13%
31 32
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