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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
901
SouthState Corp
Florida
$1.02M -$169K -1,917 -15%
GC
902
GFG Capital
Florida
$1.02M -$3.79K -43 -0.4%
MYIA
903
Mount Yale Investment Advisors
Colorado
$1M +$550K +6,244 +141%
TPI
904
Trust Point Inc
Wisconsin
$1M +$109K +1,237 +13%
MCM
905
Mork Capital Management
California
$1M – – –
CIA
906
Concurrent Investment Advisors
Florida
$1M +$82.3K +934 +10%
AIA
907
Alera Investment Advisors
Illinois
$1M -$8.37K -95 -0.9%
RPC
908
Rossmore Private Capital
Connecticut
$998K -$49.8K -566 -5%
OAM
909
Ostrum Asset Management
France
$996K – – –
VWM
910
Venturi Wealth Management
Texas
$994K +$9.86K +112 +1%
BTWM
911
Baker Tilly Wealth Management
Wisconsin
$992K -$10.7K -122 -1%
MMPW
912
Mitchell McLeod Pugh & Williams
Alabama
$991K +$705 +8 +0.1%
CFCI
913
Comprehensive Financial Consultants Institutional
Indiana
$988K +$34.1K +387 +4%
KWA
914
Kingswood Wealth Advisors
California
$985K -$64K -727 -6%
EWA
915
EP Wealth Advisors
California
$976K +$102K +1,158 +13%
GI
916
GAMMA Investing
California
$972K +$71.2K +808 +8%
ICG
917
InterOcean Capital Group
Tennessee
$969K -$27.4K -311 -3%
DAS
918
Diversify Advisory Services
Utah
$965K +$909K +10,320 New
SWA
919
Stratos Wealth Advisors
Ohio
$963K -$41.8K -475 -4%
FFA
920
Farther Finance Advisors
California
$963K +$78.4K +890 +9%
TSWM
921
Triangle Securities Wealth Management
North Carolina
$962K -$19.9K -226 -2%
GCM
922
Gibraltar Capital Management
Oklahoma
$960K -$107K -1,212 -11%
SBIA
923
Sheaff Brock Investment Advisors
Indiana
$959K -$64.8K -736 -7%
EWM
924
Empirical Wealth Management
Washington
$958K +$168K +1,904 +23%
SIA
925
Schear Investment Advisers
Ohio
$953K -$391K -4,442 -30%
35 36
37
38 39