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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ARMT
926
Amica Retiree Medical Trust
Rhode Island
$752K -$269K -2,887 -25%
NVIM
927
New Vernon Investment Management
Illinois
$751K – – –
BIP
928
Blueprint Investment Partners
North Carolina
$740K -$52K -557 -6%
CCM
929
Corsair Capital Management
New York
$739K -$1.21K -13 -0.2%
GVAG
930
Great Valley Advisor Group
Delaware
$736K +$55.4K +594 +8%
FFA
931
First Foundation Advisors
California
$735K +$236K +2,524 +43%
ACM
932
Acrisure Capital Management
Texas
$735K +$781K +8,370 New
QI
933
Qtron Investments
Massachusetts
$734K – – –
IWM
934
IHT Wealth Management
Illinois
$733K -$4.85K -52 -0.6%
ECM
935
ExodusPoint Capital Management
New York
$732K -$657K -7,040 -46%
TPWA
936
TRUE Private Wealth Advisors
Oregon
$731K +$6.07K +65 +0.8%
CPC
937
Cookson Peirce & Co
Pennsylvania
$727K +$313K +3,352 +68%
BSA
938
Bull Street Advisors
Georgia
$723K -$14K -150 -2%
III
939
Independent Investors Inc
New York
$721K – – –
CIM
940
CIM Investment Management
Pennsylvania
$721K +$35.6K +382 +5%
AC
941
AlphaCore Capital
California
$719K +$765K +8,192 New
AG
942
AIA Group
Hong Kong
$718K – – –
HIC
943
Hartline Investment Corp
Illinois
$717K +$338K +3,626 +80%
VSQM
944
V-Square Quantitative Management
Illinois
$717K +$762K +8,169 New
HH
945
HWG Holdings
Texas
$713K -$39.4K -422 -5%
HBT
946
Hills Bank & Trust
Iowa
$711K -$26.7K -286 -3%
VFPI
947
Vantage Financial Partners (Illinois)
Illinois
$707K -$14K -150 -2%
NFA
948
Northern Financial Advisors
Michigan
$706K +$84.2K +902 +13%
BAM
949
Blueshift Asset Management
New Jersey
$701K +$745K +7,985 New
PFSC
950
Peoples Financial Services Corp
Pennsylvania
$698K +$169K +1,806 +29%
36 37
38
39 40