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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
826
AlTi Global
New York
$1.89M +$219K +1,779 +15%
CWM
827
Chesapeake Wealth Management
Virginia
$1.89M -$19.6K -159 -1%
NED
828
Nancy E. Dempze
$1.89M – – –
BTI
829
Blue Trust Inc
Georgia
$1.88M -$20K -162 -1%
GRP
830
Global Retirement Partners
California
$1.87M +$89.5K +727 +5%
ANTB
831
AMG National Trust Bank
Colorado
$1.86M +$66K +536 +4%
DWT
832
Dorsey & Whitney Trust
South Dakota
$1.85M -$300K -2,435 -14%
AFS
833
Aft Forsyth & Sober
Florida
$1.85M – – –
CC
834
Courier Capital
New York
$1.84M +$5.05K +41 +0.3%
WIC
835
Wilkins Investment Counsel
Massachusetts
$1.84M -$12.3K -100 -0.7%
NL
836
NVWM LLC
Pennsylvania
$1.83M -$54.2K -440 -3%
PA
837
Procyon Advisors
Connecticut
$1.83M -$18.7K -152 -1%
CAM
838
Congress Asset Management
Massachusetts
$1.83M +$1.79M +14,533 New
DWM
839
Dynasty Wealth Management
Florida
$1.83M -$820K -6,655 -31%
CIAS
840
Capital Investment Advisory Services
North Carolina
$1.82M +$43.4K +352 +2%
GDP
841
Great Diamond Partners
Maine
$1.79M -$12.2K -99 -0.7%
DI
842
Diligent Investors
California
$1.78M +$1.11K +9 +0.1%
MFG
843
Merit Financial Group
Georgia
$1.78M +$764K +6,204 +78%
QCG
844
Quadrant Capital Group
Ohio
$1.78M +$98.7K +801 +6%
NG
845
Norden Group
Utah
$1.78M -$14.3K -116 -0.8%
FM
846
Foster & Motley
Ohio
$1.77M -$130K -1,052 -7%
TAM
847
Tocqueville Asset Management
New York
$1.77M -$11.7K -95 -0.7%
NB
848
NBT Bank
New York
$1.76M -$156K -1,263 -8%
QI
849
Qtron Investments
Massachusetts
$1.75M -$77.1K -626 -4%
AWM
850
AE Wealth Management
Kansas
$1.75M +$41.1K +334 +2%
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