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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
851
Viewpoint Capital Management
Washington
$1.28M – – –
LSA
852
Lansing Street Advisors
Pennsylvania
$1.28M +$10.4K +103 +0.8%
CWAG
853
Compton Wealth Advisory Group
Virginia
$1.28M +$70.4K +699 +6%
QC
854
Quent Capital
New York
$1.27M -$14.2K -141 -1%
CAG
855
Crestwood Advisors Group
Massachusetts
$1.27M -$139K -1,380 -10%
CIP
856
Convergence Investment Partners
Florida
$1.26M -$24.7K -245 -2%
IBOK
857
Independence Bank of Kentucky
Kentucky
$1.26M +$817K +8,114 +204%
CI
858
Cigna Investments
Connecticut
$1.26M -$16.6K -165 -1%
PI
859
Parkside Investments
Illinois
$1.25M +$201K +2,000 +20%
LF
860
Lee Financial
Texas
$1.25M +$135K +1,342 +13%
RPC
861
Rossmore Private Capital
Connecticut
$1.25M +$212K +2,110 +21%
AG
862
AlTi Global
New York
$1.25M -$4.57M -45,427 -79%
LIM
863
Longfellow Investment Management
Massachusetts
$1.25M +$7.25K +72 +0.6%
EWA
864
EverSource Wealth Advisors
Alabama
$1.24M +$10.9K +108 +0.9%
DAS
865
Diversify Advisory Services
Utah
$1.24M +$6.55K +65 +0.6%
DAM
866
Delta Asset Management
Tennessee
$1.23M -$7.55K -75 -0.6%
CFA
867
Camarda Financial Advisors
Florida
$1.22M +$1.18M +11,744 New
PWP
868
Principle Wealth Partners
Connecticut
$1.22M +$3.02K +30 +0.3%
PCM
869
Parsons Capital Management
Rhode Island
$1.21M +$34.2K +340 +3%
BJL
870
Brighton Jones LLC
Washington
$1.21M +$21.8K +216 +2%
GS
871
GTS Securities
Florida
$1.2M -$2.92M -29,017 -72%
SWM
872
Spire Wealth Management
Virginia
$1.19M +$6.85K +68 +0.6%
MFG
873
Magnus Financial Group
New York
$1.19M +$150K +1,487 +15%
ZIG
874
Zullo Investment Group
Pennsylvania
$1.19M -$7.45K -74 -0.6%
AAM
875
AR Asset Management
California
$1.19M – – –
33 34
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