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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SG
926
StoneX Group
New York
$675K -$42.1K -499 -6%
AMC
927
Asset Management Corp
Illinois
$675K +$337 +4 +0%
LSPW
928
Lake Street Private Wealth
Illinois
$671K -$260K -3,084 -27%
CCM
929
Corsair Capital Management
New York
$668K +$674 +8 +0.1%
MGIA
930
Moneta Group Investment Advisors
Missouri
$668K +$3.46K +41 +0.5%
BSA
931
Bull Street Advisors
Georgia
$662K – – –
QI
932
Qtron Investments
Massachusetts
$660K +$51.3K +609 +8%
EFS
933
Essex Financial Services
Connecticut
$659K -$29.4K -349 -4%
CG
934
Colony Group
Massachusetts
$659K +$72.8K +864 +12%
IWM
935
IHT Wealth Management
Illinois
$658K +$275K +3,257 +64%
WF
936
Welch & Forbes
Massachusetts
$657K +$89.3K +1,060 +15%
NP
937
NorthRock Partners
Minnesota
$656K +$175K +2,072 +33%
VCA
938
Verdence Capital Advisors
Maryland
$652K -$8.77K -104 -1%
TPWA
939
TRUE Private Wealth Advisors
Oregon
$652K +$29.9K +355 +4%
III
940
Independent Investors Inc
New York
$649K – – –
TF
941
TLWM Financial
Texas
$642K -$430K -5,096 -40%
WIC
942
Woodmont Investment Counsel
Tennessee
$640K +$683K +8,104 New
MSA
943
Marino Stram & Associates
Massachusetts
$639K +$35.4K +420 +5%
CAG
944
Csenge Advisory Group
Florida
$637K -$590 -7 -0.1%
CIM
945
CIM Investment Management
Pennsylvania
$635K – – –
FPCP
946
Fort Point Capital Partners
California
$634K -$14.8K -175 -2%
TPCW
947
TD Private Client Wealth
New York
$634K -$33.5K -397 -5%
S
948
Seeyond
France
$628K -$26K -308 -4%
WPC
949
Wedmont Private Capital
Pennsylvania
$628K +$170K +2,022 +34%
RIG
950
Renaissance Investment Group
Massachusetts
$627K – – –
36 37
38
39 40