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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
926
Busey Bank
Illinois
$880K +$89.9K +1,124 +14%
TPI
927
Trust Point Inc
Wisconsin
$880K +$755K +9,434 New
AI
928
Atom Investors
Texas
$879K -$262K -3,273 -26%
FFA
929
Farther Finance Advisors
California
$877K +$454K +5,681 +152%
SAM
930
Sompo Asset Management
Japan
$869K +$57.6K +720 +8%
GRP
931
Global Retirement Partners
California
$867K +$166K +2,075 +26%
WAL
932
W Advisors LLC
Tennessee
$866K +$1.84K +23 +0.2%
BWM
933
Buckley Wealth Management
Nevada
$863K -$38.2K -477 -5%
SSA
934
Schonfeld Strategic Advisors
New York
$862K +$739K +9,243 New
RT
935
Rockland Trust
Massachusetts
$861K +$739K +9,236 New
FCFC
936
First Citizens Financial Corp
Iowa
$859K – – –
EWA
937
EP Wealth Advisors
California
$859K -$283K -3,536 -28%
AA
938
Altman Advisors
Illinois
$858K -$606K -7,571 -45%
LCS
939
Levin Capital Strategies
New York
$851K +$230K +2,875 +46%
PCM
940
Pennsylvania Capital Management
Pennsylvania
$849K -$2.08K -26 -0.3%
PWPS
941
Pinnacle Wealth Planning Services
Ohio
$834K -$1.84K -23 -0.3%
MFG
942
Merit Financial Group
Georgia
$832K -$1.08M -13,537 -60%
GI
943
GAMMA Investing
California
$830K +$761K +9,517 New
CPC
944
Cookson Peirce & Co
Pennsylvania
$824K +$45.9K +574 +7%
FNFDCM
945
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$822K – – –
MFG
946
Magnus Financial Group
New York
$821K -$16.2K -203 -2%
SRC
947
Sage Rhino Capital
California
$821K -$5.6K -70 -0.8%
IWM
948
IHT Wealth Management
Illinois
$819K +$8.8K +110 +1%
MC
949
Moors & Cabot
Massachusetts
$818K +$64.2K +803 +10%
EGA
950
E&G Advisors
Texas
$808K – – –
36 37
38
39 40