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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
HKAM
826
Horizon Kinetics Asset Management
New York
$325K +$102K +2,021 +43%
WA
827
Wealth Alliance
New York
$324K -$28.6K -568 -8%
LCS
828
Levin Capital Strategies
New York
$324K +$338K +6,700 New
AMC
829
Asset Management Corp
Illinois
$321K -$5.64K -112 -2%
CFB
830
Cullen/Frost Bankers
Texas
$319K +$48.1K +955 +17%
CBOR
831
Community Bank of Raymore
Missouri
$316K – – –
SWA
832
Stratos Wealth Advisors
Ohio
$316K +$5.59K +111 +2%
OAM
833
Optimal Asset Management
California
$316K +$329K +6,539 New
LSAG
834
Lake Street Advisors Group
New Hampshire
$315K +$14.8K +294 +5%
PFBT
835
Parkside Financial Bank & Trust
Missouri
$313K -$147K -2,927 -31%
LDB
836
Lee, Danner & Bass
Tennessee
$313K – – –
SB
837
Strategic Blueprint
Georgia
$313K +$327K +6,483 New
BB
838
Bell Bank
North Dakota
$311K – – –
AWE
839
Avidian Wealth Enterprises
Texas
$309K +$3.38K +67 +1%
BCWM
840
Bartlett & Co Wealth Management
Ohio
$305K +$5.04K +100 +2%
ARTA
841
A.R.T. Advisors
New York
$305K -$146K -2,900 -32%
BC
842
Bartlett & Co
Ohio
$305K +$5.04K +100 +2%
PTC
843
Petrus Trust Company
Texas
$304K +$316K +6,282 New
MYIA
844
Mount Yale Investment Advisors
Colorado
$302K +$314K +6,239 New
QT
845
Quantamental Technologies
New York
$302K +$315K +6,248 New
NPF
846
Norris Perne & French
Michigan
$299K – – –
BONST
847
Bank of Nova Scotia Trust
Ontario, Canada
$297K +$2.67K +53 +0.9%
I2I
848
Insight 2811 Inc
Illinois
$297K +$11.9K +236 +4%
PFGIA
849
Patriot Financial Group Insurance Agency
Massachusetts
$296K -$4.13K -82 -1%
WS
850
Wedbush Securities
California
$293K -$43.5K -863 -12%
32 33
34
35 36