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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NNP
851
Nachman Norwood & Parrott
South Carolina
$574K -$230 -4 -0%
LWM
852
Lyell Wealth Management
California
$573K +$479K +8,356 New
CAM
853
CenterStar Asset Management
Illinois
$572K – – –
TMAM
854
Tokio Marine Asset Management
Japan
$570K +$45.8K +799 +11%
PVWM
855
Point View Wealth Management
New Jersey
$567K +$208K +3,631 +78%
ECM
856
ExodusPoint Capital Management
New York
$566K +$474K +8,259 New
SRC
857
Shufro Rose & Co
New York
$563K -$17.2K -300 -4%
IAIM
858
International Assets Investment Management
Florida
$559K +$3.43M +59,810 New
III
859
Independent Investors Inc
New York
$556K +$57.4K +1,000 +14%
RSS
860
Rosenblum Silverman Sutton
California
$555K -$45.9K -800 -9%
EW
861
Evoke Wealth
California
$554K +$144K +2,511 +45%
LSAG
862
Lake Street Advisors Group
New Hampshire
$549K +$85.2K +1,485 +23%
SFO
863
Standard Family Office
South Dakota
$549K +$460K +8,009 New
PA
864
Procyon Advisors
Connecticut
$547K +$15.3K +266 +3%
FPCP
865
Fort Point Capital Partners
California
$546K -$216K -3,765 -32%
BB
866
Busey Bank
Illinois
$544K -$125K -2,178 -22%
FHC
867
First Horizon Corporation
Tennessee
$541K +$36.7K +639 +9%
QP
868
Quilter Plc
United Kingdom
$540K – – –
RIG
869
Renaissance Investment Group
Massachusetts
$540K – – –
WBG
870
Wharton Business Group
Pennsylvania
$540K – – –
SAM
871
Strategy Asset Managers
California
$539K -$57.4K -1,000 -11%
AMC
872
Asset Management Corp
Illinois
$539K +$29.5K +515 +8%
MIC
873
Meridian Investment Counsel
California
$534K +$447K +7,796 New
WOC
874
West Oak Capital
California
$528K -$17.2K -300 -4%
BTWM
875
Baker Tilly Wealth Management
Wisconsin
$528K +$442K +7,698 New
33 34
35
36 37