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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
926
Parkside Investments
Illinois
$972K -$190K -2,000 -17%
GA
927
Greenhaven Associates
New York
$972K – – –
GCM
928
Glaxis Capital Management
Florida
$972K +$476K +5,000 +100%
MFG
929
Magnus Financial Group
New York
$967K +$20.7K +217 +2%
SIA
930
Schear Investment Advisers
Ohio
$963K -$21K -221 -2%
FPCP
931
Fort Point Capital Partners
California
$958K -$476 -5 -0.1%
RPC
932
Rossmore Private Capital
Connecticut
$958K -$70.1K -736 -7%
RCA
933
Roberts Capital Advisors
Colorado
$947K – – –
BFIM
934
Beese Fulmer Investment Management
Ohio
$944K – – –
CIA
935
Choate Investment Advisors
Massachusetts
$943K -$16.4K -172 -2%
LB
936
Legacy Bridge
Iowa
$939K – – –
DC
937
Davenport & Co
Virginia
$933K +$111K +1,166 +14%
NCM
938
NCM Capital Management
New Jersey
$932K -$9.52K -100 -1%
BWM
939
Buckley Wealth Management
Nevada
$915K +$2.95K +31 +0.3%
RT
940
Rockland Trust
Massachusetts
$910K +$17.7K +186 +2%
RPCONE
941
Retirement Planning Company of New England
Rhode Island
$909K -$571 -6 -0.1%
HC
942
Hamilton Capital
Ohio
$908K -$164K -1,722 -16%
WAL
943
W Advisors LLC
Tennessee
$907K +$1.71K +18 +0.2%
CWM
944
Congress Wealth Management
Massachusetts
$906K -$722K -7,586 -45%
MAM
945
Mark Asset Management
New York
$906K +$8.28K +87 +0.9%
PPW
946
Parcion Private Wealth
Washington
$902K -$8.09K -85 -0.9%
FCFC
947
First Citizens Financial Corp
Iowa
$899K – – –
TCB
948
Texas Capital Bancshares
Texas
$896K -$16.8K -176 -2%
PGIM
949
Pacific Global Investment Management
California
$891K +$190 +2 +0%
STA
950
Summit Trail Advisors
New York
$885K -$336K -3,530 -28%
36 37
38
39 40