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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
901
Smartleaf Asset Management
Massachusetts
$1.51M +$130K +1,010 +8%
FM
902
Foster & Motley
Ohio
$1.51M -$151K -1,172 -8%
RPC
903
Rossmore Private Capital
Connecticut
$1.5M +$121K +939 +8%
AG
904
AlTi Global
New York
$1.5M -$116K -904 -7%
CFO
905
Callan Family Office
Pennsylvania
$1.49M -$1.63M -12,648 -50%
DF
906
Donoghue Forlines
Massachusetts
$1.49M +$61.2K +475 +4%
RCM
907
Radnor Capital Management
Pennsylvania
$1.48M +$9.02K +70 +0.6%
PA
908
Procyon Advisors
Connecticut
$1.48M -$237K -1,838 -13%
SWM
909
Spire Wealth Management
Virginia
$1.48M +$130K +1,010 +9%
CGL
910
Clarius Group LLC
Washington
$1.48M -$13.7K -106 -0.8%
MAWA
911
Moss Adams Wealth Advisors
Washington
$1.47M +$78.9K +612 +5%
SACTSONJ
912
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.47M – – –
ICP
913
Interchange Capital Partners
Pennsylvania
$1.47M +$2.32K +18 +0.1%
EM
914
Excalibur Management
Massachusetts
$1.46M -$30.8K -239 -2%
EPIM
915
Evelyn Partners Investment Management
$1.46M -$26.4K -205 -2%
LSA
916
Lansing Street Advisors
Pennsylvania
$1.46M +$14.8K +115 +0.9%
FBT
917
First Bank & Trust
South Dakota
$1.45M -$16.1K -125 -1%
CCP
918
Clough Capital Partners
Massachusetts
$1.45M -$2.19M -17,022 -58%
VF
919
Vest Financial
Virginia
$1.44M +$672K +5,217 +73%
VA
920
VestGen Advisors
Illinois
$1.43M +$1.58M +12,277 New
BFS
921
Bard Financial Services
Connecticut
$1.42M – – –
KNW
922
Kesler Norman & Wride
Utah
$1.42M +$730K +5,665 +87%
MG
923
Mather Group
Illinois
$1.42M +$104K +804 +7%
VCM
924
Viewpoint Capital Management
Washington
$1.41M -$25.8K -200 -2%
TNBTD
925
Trustmark National Bank Trust Department
Mississippi
$1.41M +$261K +2,023 +20%
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38 39