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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PPWP
901
Premier Path Wealth Partners
New Jersey
$1.08M -$29.4K -292 -3%
MMPW
902
Mitchell McLeod Pugh & Williams
Alabama
$1.07M -$23.8K -236 -2%
STA
903
Summit Trail Advisors
New York
$1.07M +$114K +1,131 +12%
DLHL
904
Donald L. Hagan LLC
Florida
$1.07M +$504 +5 +0%
CWP
905
CFM Wealth Partners
Texas
$1.06M +$202K +2,003 +25%
AWE
906
Avidian Wealth Enterprises
Texas
$1.05M -$68.5K -680 -6%
RCA
907
Roberts Capital Advisors
Colorado
$1.05M – – –
TSWM
908
Triangle Securities Wealth Management
North Carolina
$1.04M -$14.6K -145 -1%
GA
909
Greenhaven Associates
New York
$1.04M – – –
TSS
910
Two Sigma Securities
New York
$1.04M +$609K +6,050 +155%
IRC
911
Investors Research Corp
Georgia
$1.04M -$248K -2,466 -20%
FPCP
912
Fort Point Capital Partners
California
$1.03M +$4.53K +45 +0.5%
CIA
913
Choate Investment Advisors
Massachusetts
$1.03M +$19.9K +198 +2%
RL
914
RPO LLC
Connecticut
$1.03M -$1.06M -10,500 -52%
ONB
915
Old National Bancorp
Indiana
$1.02M -$169K -1,680 -15%
MYIA
916
Mount Yale Investment Advisors
Colorado
$1.02M -$103K -1,025 -9%
HCM
917
Howard Capital Management
Georgia
$1.02M +$984K +9,768 New
RT
918
Rockland Trust
Massachusetts
$1.01M +$36.7K +364 +4%
SDAM
919
Shulman DeMeo Asset Management
New York
$1.01M -$1.81K -18 -0.2%
BFIM
920
Beese Fulmer Investment Management
Ohio
$1.01M – – –
BWM
921
Buckley Wealth Management
Nevada
$1.01M +$27.2K +270 +3%
LB
922
Legacy Bridge
Iowa
$1.01M – – –
NCM
923
NCM Capital Management
New Jersey
$1,000K – – –
SAM
924
Smartleaf Asset Management
Massachusetts
$995K +$297K +2,945 +45%
GLA
925
Good Life Advisors
Pennsylvania
$992K +$93.8K +931 +11%
35 36
37
38 39