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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
826
J.W. Cole Advisors
Florida
$1.28M +$52.5K +596 +5%
WWA
827
WCG Wealth Advisors
Nevada
$1.28M -$164K -1,860 -12%
VT
828
Vise Technologies
New York
$1.27M -$2.91K -33 -0.2%
PFBT
829
Parkside Financial Bank & Trust
Missouri
$1.27M +$250K +2,840 +27%
SFM
830
Systematic Financial Management
New Jersey
$1.27M – – –
CFM
831
Catalyst Funds Management
Australia
$1.27M +$1.19M +13,500 New
QI
832
Qtron Investments
Massachusetts
$1.26M – – –
CGL
833
Clarius Group LLC
Washington
$1.25M -$184K -2,085 -14%
QCG
834
Quadrant Capital Group
Ohio
$1.25M -$130K -1,479 -10%
DWM
835
Dakota Wealth Management
Florida
$1.25M -$19K -216 -2%
TF
836
TLWM Financial
Texas
$1.24M -$22.5K -255 -2%
MWM
837
Meridian Wealth Management
Kentucky
$1.24M -$38.8K -441 -3%
PD
838
Point72 (DIFC)
United Arab Emirates
$1.23M +$1.15M +13,098 New
PIM
839
Penobscot Investment Management
Massachusetts
$1.23M +$59.4K +674 +5%
DWT
840
Dorsey & Whitney Trust
South Dakota
$1.23M +$30.4K +345 +3%
AT
841
Avalon Trust
New Mexico
$1.22M – – –
NW
842
NewEdge Wealth
Pennsylvania
$1.22M -$10.5M -119,582 -90%
OIA
843
OneDigital Investment Advisors
Kansas
$1.21M -$154K -1,746 -12%
HFM
844
Hartford Funds Management
Pennsylvania
$1.21M +$138K +1,572 +14%
MA
845
Mutual Advisors
Nebraska
$1.21M -$1.54M -17,473 -58%
PPWP
846
Premier Path Wealth Partners
New Jersey
$1.2M -$26.2K -297 -2%
PAM
847
Panagora Asset Management
Massachusetts
$1.2M – – –
VCA
848
Verdence Capital Advisors
Maryland
$1.2M +$9.25K +105 +0.8%
STA
849
Summit Trail Advisors
New York
$1.19M +$155K +1,762 +16%
GAMC
850
Garner Asset Management Corp
Texas
$1.19M -$46.5K -528 -4%
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