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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
876
Brookstone Capital Management
Illinois
$954K +$137K +1,421 +14%
APWA
877
Atlas Private Wealth Advisors
New Jersey
$946K -$14.8K -153 -1%
MC
878
Muhlenkamp & Co
Pennsylvania
$944K – – –
RCA
879
Roberts Capital Advisors
Colorado
$943K – – –
CWM
880
Calamos Wealth Management
Illinois
$942K -$266K -2,757 -20%
CA
881
Capitolis Advisors
New York
$940K -$67.2M -696,097 -98%
OIA
882
OneDigital Investment Advisors
Kansas
$935K +$62.8K +651 +6%
LSA
883
Lansing Street Advisors
Pennsylvania
$934K +$1.07M +11,113 New
SFS
884
Sowell Financial Services
Arkansas
$933K -$1.83M -18,922 -63%
CB
885
Community Bank
New York
$929K +$216K +2,234 +27%
FCI
886
Financial Counselors Inc
Kansas
$924K -$257K -2,668 -20%
BJL
887
Brighton Jones LLC
Washington
$920K +$103K +1,068 +11%
SG
888
StoneX Group
New York
$920K +$120K +1,243 +13%
JWCA
889
J.W. Cole Advisors
Florida
$919K +$355K +3,676 +54%
S
890
Seeyond
France
$916K +$113K +1,174 +13%
PCA
891
Pallas Capital Advisors
Massachusetts
$914K -$70.8K -734 -6%
AIL
892
AGF Investments LLC
Ontario, Canada
$914K +$1.01M +10,455 New
OPPTF
893
OPSEU Pension Plan Trust Fund
Ontario, Canada
$910K +$47.3K +490 +5%
OQS
894
Occudo Quantitative Strategies
Florida
$909K +$1M +10,402 New
RPCONE
895
Retirement Planning Company of New England
Rhode Island
$907K +$579 +6 +0.1%
OHU
896
Odey Holdings (UK)
United Kingdom
$904K -$347K -3,600 -26%
CA
897
CoreCap Advisors
Michigan
$904K +$343K +3,557 +52%
FFG
898
Fortem Financial Group
California
$898K +$291K +3,012 +41%
LSPW
899
Lake Street Private Wealth
Illinois
$897K +$3.57K +37 +0.4%
TAIM
900
TD Ameritrade Investment Management
Nebraska
$897K +$109K +1,131 +12%
34 35
36
37 38