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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SA
901
SRN Advisors
Pennsylvania
$730K -$130K -1,546 -14%
MFG
902
Magnus Financial Group
New York
$729K -$45.3K -537 -5%
WAL
903
W Advisors LLC
Tennessee
$728K +$1.43K +17 +0.2%
RR
904
Robotti Robert
$728K +$84.3K +1,000 +12%
HBT
905
Hills Bank & Trust
Iowa
$721K -$24.6K -292 -3%
HC
906
Henshaw Capital
Massachusetts
$716K -$13.7K -163 -2%
CWM
907
Circle Wealth Management
New Jersey
$714K -$56.9K -675 -7%
TCM
908
Twin Capital Management
Pennsylvania
$708K -$5.66M -67,140 -88%
OWA
909
Outlook Wealth Advisors
Texas
$708K -$8.01K -95 -1%
VFA
910
Valeo Financial Advisors
Indiana
$708K +$41.5K +492 +6%
CT
911
Cambridge Trust
Massachusetts
$706K -$12.7K -151 -2%
FWIA
912
Fort Washington Investment Advisors
Ohio
$704K -$21.9K -260 -3%
EGA
913
E&G Advisors
Texas
$703K -$8.43K -100 -1%
MCM
914
McMillion Capital Management
North Carolina
$698K -$30.8K -365 -4%
FNFDCM
915
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$697K – – –
LB
916
Legacy Bridge
Iowa
$693K +$14.8K +175 +2%
MA
917
Mutual Advisors
Nebraska
$693K +$144K +1,712 +24%
GFP
918
Gryphon Financial Partners
Ohio
$692K -$70.1K -832 -9%
SF
919
Summit Financial
New Jersey
$691K +$363K +4,306 +97%
PCP
920
Proficio Capital Partners
Massachusetts
$691K -$421 -5 -0.1%
CFCI
921
Comprehensive Financial Consultants Institutional
Indiana
$688K +$76.5K +908 +11%
SWM
922
Spire Wealth Management
Virginia
$687K -$541K -6,417 -42%
SDAM
923
Shulman DeMeo Asset Management
New York
$686K +$4.89K +58 +0.7%
SWM
924
Sendero Wealth Management
Texas
$678K +$191K +2,263 +36%
NVIM
925
New Vernon Investment Management
Illinois
$676K – – –
35 36
37
38 39