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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
851
Avidian Wealth Enterprises
Texas
$1M -$27.3K -314 -2%
AC
852
Abbrea Capital
California
$998K -$22.6K -260 -2%
VCM
853
Viewpoint Capital Management
Washington
$998K – – –
CIC
854
Chilton Investment Company
Connecticut
$983K +$497K +5,719 +91%
OIA
855
OneDigital Investment Advisors
Kansas
$977K +$38K +438 +4%
DLHL
856
Donald L. Hagan LLC
Florida
$974K -$26.7K -308 -3%
DAM
857
Delta Asset Management
Tennessee
$974K – – –
CCG
858
Chatham Capital Group
Georgia
$974K +$618K +7,120 +148%
SSWM
859
Smith Salley Wealth Management
North Carolina
$973K +$1.03M +11,911 New
PFSC
860
Peoples Financial Services Corp
Pennsylvania
$970K +$351K +4,042 +52%
ADIM
861
Alpha DNA Investment Management
Maryland
$969K -$1.22M -14,051 -54%
BAM
862
Berkshire Asset Management
Pennsylvania
$967K – – –
MG
863
Mather Group
Illinois
$967K +$10.5K +121 +1%
MM
864
MQS Management
New York
$964K +$1.02M +11,804 New
TFA
865
Transamerica Financial Advisors
Florida
$962K -$71.4K -822 -7%
RZH
866
Relyea Zuckerberg Hanson
Connecticut
$958K +$955 +11 +0.1%
CT
867
Columbia Trust
Oregon
$951K +$78.2K +901 +8%
PWP
868
Principle Wealth Partners
Connecticut
$950K +$434 +5 +0%
ICG
869
InterOcean Capital Group
Tennessee
$949K +$7.73K +89 +0.8%
GCM
870
Gibraltar Capital Management
Oklahoma
$949K +$608 +7 +0.1%
PCM
871
Parsons Capital Management
Rhode Island
$947K +$35.2K +405 +4%
QC
872
Quent Capital
New York
$945K -$6.25K -72 -0.6%
BTWM
873
Baker Tilly Wealth Management
Wisconsin
$943K +$4.17K +48 +0.4%
JWCA
874
J.W. Cole Advisors
Florida
$943K +$25.9K +298 +3%
GC
875
GFG Capital
Florida
$941K +$19.2K +221 +2%
33 34
35
36 37