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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SBIA
926
Sheaff Brock Investment Advisors
Indiana
$959K -$64.8K -736 -7%
EWM
927
Empirical Wealth Management
Washington
$958K +$168K +1,904 +23%
SIA
928
Schear Investment Advisers
Ohio
$953K -$391K -4,442 -30%
AWE
929
Avidian Wealth Enterprises
Texas
$948K +$35.2K +400 +4%
RCA
930
Roberts Capital Advisors
Colorado
$947K +$886K +10,061 New
GA
931
Greenhaven Associates
New York
$942K – – –
FFP
932
FourThought Financial Partners
Florida
$940K -$26.1K -296 -3%
BBP
933
Banco BTG Pactual
Brazil
$933K -$904K -10,263 -51%
CIA
934
Choate Investment Advisors
Massachusetts
$930K -$3.7K -42 -0.4%
FPCP
935
Fort Point Capital Partners
California
$929K – – –
PI
936
PGGM Investments
Netherlands
$926K +$866K +9,833 New
PCP
937
Proficio Capital Partners
Massachusetts
$923K +$2.2K +25 +0.3%
MFG
938
Magnus Financial Group
New York
$917K +$82K +931 +11%
SAM
939
Sompo Asset Management
Japan
$914K +$34.3K +390 +4%
BFIM
940
Beese Fulmer Investment Management
Ohio
$914K -$102K -1,162 -11%
NCM
941
NCM Capital Management
New Jersey
$912K -$85.1K -966 -9%
LB
942
Legacy Bridge
Iowa
$909K -$105K -1,190 -11%
AWM
943
Avior Wealth Management
Nebraska
$902K +$262K +2,975 +45%
FHA
944
First Horizon Advisors
Tennessee
$902K -$4.67K -53 -0.6%
SRC
945
Sage Rhino Capital
California
$892K +$59.4K +674 +8%
PCA
946
Prosperity Capital Advisors
Ohio
$891K +$112K +1,271 +16%
TCB
947
Texas Capital Bancshares
Texas
$884K +$216K +2,452 +35%
BWM
948
Buckley Wealth Management
Nevada
$884K +$11.3K +128 +1%
MG
949
Mather Group
Illinois
$884K -$9.69K -110 -1%
NP
950
Nilsine Partners
Colorado
$884K -$69.9K -794 -8%
36 37
38
39 40