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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
926
Magnus Financial Group
New York
$883K +$154K +1,548 +21%
ACM
927
Advisors Capital Management
New Jersey
$875K +$9.06K +91 +1%
JG
928
Jefferies Group
New York
$875K -$5.77M -57,941 -87%
UIA
929
Ulland Investment Advisors
Minnesota
$871K +$884K +8,875 New
SCI
930
Stableford Capital II
Arizona
$870K +$369K +3,703 +72%
WI
931
Wintrust Investments
Illinois
$868K +$881K +8,846 New
FNFDCM
932
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$866K – – –
KWM
933
Kingsview Wealth Management
Oregon
$866K +$204K +2,046 +30%
CWAF
934
Core Wealth Advisors (Florida)
Florida
$859K -$262K -2,633 -23%
FAM
935
Fulcrum Asset Management
United Kingdom
$856K – – –
JFGIW
936
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$855K +$10.2K +102 +1%
BHBT
937
Burke & Herbert Bank & Trust
Virginia
$846K – – –
PWS
938
Precision Wealth Strategies
Missouri
$845K +$106K +1,067 +14%
FHA
939
First Horizon Advisors
Tennessee
$844K -$92.4K -928 -10%
LB
940
Legacy Bridge
Iowa
$844K – – –
QC
941
Quadrature Capital
United Kingdom
$842K +$855K +8,579 New
NVIM
942
New Vernon Investment Management
Illinois
$839K – – –
SDAM
943
Shulman DeMeo Asset Management
New York
$836K -$2.19K -22 -0.3%
WWM
944
Western Wealth Management
Colorado
$835K +$846K +8,497 New
PAWC
945
P.A.W. Capital
Connecticut
$834K -$49.8K -500 -6%
EGA
946
E&G Advisors
Texas
$834K +$19.8K +199 +2%
CB
947
Community Bank
New York
$824K +$169K +1,700 +25%
BSA
948
Bull Street Advisors
Georgia
$822K -$74.7K -750 -8%
HIA
949
Harbor Investment Advisory
Maryland
$820K +$19.7K +198 +2%
SM
950
Salzhauer Michael
$819K +$1.39M +14,000 +196%
36 37
38
39 40