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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
826
Coldstream Capital Management
Washington
$328K -$5.04K -100 -1%
FM
827
Foster & Motley
Ohio
$327K +$341K +6,761 New
CB
828
Community Bank
New York
$325K -$35.3K -700 -9%
HKAM
829
Horizon Kinetics Asset Management
New York
$325K +$102K +2,021 +43%
WA
830
Wealth Alliance
New York
$324K -$28.6K -568 -8%
LCS
831
Levin Capital Strategies
New York
$324K +$338K +6,700 New
AMC
832
Asset Management Corp
Illinois
$321K -$5.64K -112 -2%
CFB
833
Cullen/Frost Bankers
Texas
$319K +$48.1K +955 +17%
CBOR
834
Community Bank of Raymore
Missouri
$316K – – –
SWA
835
Stratos Wealth Advisors
Ohio
$316K +$5.59K +111 +2%
OAM
836
Optimal Asset Management
California
$316K +$329K +6,539 New
LSAG
837
Lake Street Advisors Group
New Hampshire
$315K +$14.8K +294 +5%
PFBT
838
Parkside Financial Bank & Trust
Missouri
$313K -$147K -2,927 -31%
LDB
839
Lee, Danner & Bass
Tennessee
$313K – – –
SB
840
Strategic Blueprint
Georgia
$313K +$327K +6,483 New
BB
841
Bell Bank
North Dakota
$311K – – –
AWE
842
Avidian Wealth Enterprises
Texas
$309K +$3.38K +67 +1%
BCWM
843
Bartlett & Co Wealth Management
Ohio
$305K +$5.04K +100 +2%
ARTA
844
A.R.T. Advisors
New York
$305K -$146K -2,900 -32%
BC
845
Bartlett & Co
Ohio
$305K +$5.04K +100 +2%
PTC
846
Petrus Trust Company
Texas
$304K +$316K +6,282 New
MYIA
847
Mount Yale Investment Advisors
Colorado
$302K +$314K +6,239 New
QT
848
Quantamental Technologies
New York
$302K +$315K +6,248 New
NPF
849
Norris Perne & French
Michigan
$299K – – –
BONST
850
Bank of Nova Scotia Trust
Ontario, Canada
$297K +$2.67K +53 +0.9%
32 33
34
35 36