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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
926
Prio Wealth Limited Partnership
Massachusetts
$673K +$664K +8,667 New
BHBT
927
Burke & Herbert Bank & Trust
Virginia
$669K – – –
TCM
928
Tuttle Capital Management
Connecticut
$668K +$659K +8,597 New
LB
929
Legacy Bridge
Iowa
$667K – – –
DLHL
930
Donald L. Hagan LLC
Florida
$664K -$227K -2,961 -26%
NVIM
931
New Vernon Investment Management
Illinois
$664K +$655K +8,550 New
WIA
932
Wealthstreet Investment Advisors
Texas
$663K – – –
EGA
933
E&G Advisors
Texas
$660K – – –
TPWA
934
TRUE Private Wealth Advisors
Oregon
$656K -$76.6K -999 -11%
SDAM
935
Shulman DeMeo Asset Management
New York
$652K -$114K -1,486 -15%
IIC
936
Ironwood Investment Counsel
Arizona
$651K +$89.2K +1,164 +16%
PCP
937
Proficio Capital Partners
Massachusetts
$649K +$373K +4,865 +139%
JF
938
Jump Financial
Illinois
$648K +$640K +8,345 New
OWA
939
Outlook Wealth Advisors
Texas
$645K -$136K -1,780 -18%
WA
940
WESPAC Advisors
California
$641K -$137K -1,784 -18%
KFS
941
Kurt F. Somerville
$641K +$633K +8,253 New
SRC
942
Shufro Rose & Co
New York
$638K – – –
III
943
Independent Investors Inc
New York
$638K +$7.66K +100 +1%
RSS
944
Rosenblum Silverman Sutton
California
$629K – – –
LSAG
945
Lake Street Advisors Group
New Hampshire
$623K +$1.69K +22 +0.3%
SFO
946
Standard Family Office
South Dakota
$622K – – –
IA
947
IFG Advisory
Georgia
$620K +$91.4K +1,192 +18%
FPCP
948
Fort Point Capital Partners
California
$619K – – –
TAIM
949
TD Ameritrade Investment Management
Nebraska
$619K – – –
CIM
950
CIM Investment Management
Pennsylvania
$614K -$653K -8,525 -52%
36 37
38
39 40