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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
851
Procyon Advisors
Connecticut
$1.25M +$48.6K +511 +4%
CGL
852
Clarius Group LLC
Washington
$1.25M -$39.5K -415 -3%
AFG
853
Atomi Financial Group
New York
$1.24M +$561K +5,891 +85%
AC
854
Avestar Capital
New York
$1.24M +$169K +1,775 +16%
PAM
855
Panagora Asset Management
Massachusetts
$1.24M -$1.14K -12 -0.1%
UB
856
Umpqua Bank
Oregon
$1.23M +$23.4K +246 +2%
CIAS
857
CFS Investment Advisory Services
New Jersey
$1.23M +$1.21M +12,664 New
SACTSONJ
858
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.22M – – –
SSA
859
Schonfeld Strategic Advisors
New York
$1.22M +$1.15M +12,064 +2,482%
EWA
860
EverSource Wealth Advisors
Alabama
$1.22M +$10.9K +115 +1%
IFG
861
Independent Financial Group
California
$1.21M +$700K +7,350 +145%
IRC
862
Investors Research Corp
Georgia
$1.21M – – –
CIP
863
Convergence Investment Partners
Florida
$1.2M -$364K -3,828 -24%
QC
864
Quent Capital
New York
$1.2M -$9.9K -104 -0.8%
VCM
865
Viewpoint Capital Management
Washington
$1.2M +$9.9K +104 +0.9%
CI
866
Cigna Investments
Connecticut
$1.19M -$19.8K -208 -2%
TCOV
867
Trust Company of Vermont
Vermont
$1.18M -$12.3K -129 -1%
LSA
868
Lansing Street Advisors
Pennsylvania
$1.18M +$16.5K +173 +1%
WBC
869
Westpac Banking Corp
Australia
$1.18M +$81.7K +858 +8%
GSEP
870
Golden State Equity Partners
California
$1.18M +$1.15M +12,128 New
DS
871
DRW Securities
Illinois
$1.18M +$675K +7,088 +142%
DWM
872
Dakota Wealth Management
Florida
$1.17M -$114K -1,193 -9%
DAM
873
Delta Asset Management
Tennessee
$1.16M – – –
LIM
874
Longfellow Investment Management
Massachusetts
$1.15M +$7.71K +81 +0.7%
SAG
875
SageView Advisory Group
California
$1.15M +$1.07M +11,212 +1,900%
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35
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