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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
926
Avidian Wealth Enterprises
Texas
$948K +$35.2K +400 +4%
RCA
927
Roberts Capital Advisors
Colorado
$947K +$886K +10,061 New
GA
928
Greenhaven Associates
New York
$942K – – –
FFP
929
FourThought Financial Partners
Florida
$940K -$26.1K -296 -3%
BBP
930
Banco BTG Pactual
Brazil
$933K -$904K -10,263 -51%
CIA
931
Choate Investment Advisors
Massachusetts
$930K -$3.7K -42 -0.4%
FPCP
932
Fort Point Capital Partners
California
$929K – – –
PI
933
PGGM Investments
Netherlands
$926K +$866K +9,833 New
PCP
934
Proficio Capital Partners
Massachusetts
$923K +$2.2K +25 +0.3%
MFG
935
Magnus Financial Group
New York
$917K +$82K +931 +11%
SAM
936
Sompo Asset Management
Japan
$914K +$34.3K +390 +4%
BFIM
937
Beese Fulmer Investment Management
Ohio
$914K -$102K -1,162 -11%
NCM
938
NCM Capital Management
New Jersey
$912K -$85.1K -966 -9%
LB
939
Legacy Bridge
Iowa
$909K -$105K -1,190 -11%
AWM
940
Avior Wealth Management
Nebraska
$902K +$262K +2,975 +45%
FHA
941
First Horizon Advisors
Tennessee
$902K -$4.67K -53 -0.6%
SRC
942
Sage Rhino Capital
California
$892K +$59.4K +674 +8%
PCA
943
Prosperity Capital Advisors
Ohio
$891K +$112K +1,271 +16%
TCB
944
Texas Capital Bancshares
Texas
$884K +$216K +2,452 +35%
BWM
945
Buckley Wealth Management
Nevada
$884K +$11.3K +128 +1%
MG
946
Mather Group
Illinois
$884K -$9.69K -110 -1%
NP
947
Nilsine Partners
Colorado
$884K -$69.9K -794 -8%
PPW
948
Parcion Private Wealth
Washington
$882K -$8.81K -100 -1%
RPCONE
949
Retirement Planning Company of New England
Rhode Island
$882K -$513K -5,825 -38%
MFIM
950
Mesirow Financial Investment Management
Illinois
$881K +$285K +3,238 +53%
36 37
38
39 40