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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
951
Brighton Jones LLC
Washington
$775K -$163K -1,650 -17%
ATPW
952
Ashton Thomas Private Wealth
Arizona
$774K +$12K +121 +2%
SQA
953
Simon Quick Advisors
New Jersey
$769K +$765K +7,718 +4,062%
RIG
954
Renaissance Investment Group
Massachusetts
$768K – – –
EN1L
955
Engine No 1 LLC
California
$765K +$309K +3,116 +66%
TPWA
956
TRUE Private Wealth Advisors
Oregon
$761K -$5.95K -60 -0.8%
PWLP
957
Prio Wealth Limited Partnership
Massachusetts
$760K -$33.5K -338 -4%
CIM
958
CIM Investment Management
Pennsylvania
$760K -$4.66K -47 -0.6%
MIC
959
Meridian Investment Counsel
California
$759K – – –
CWM
960
Circle Wealth Management
New Jersey
$758K -$1.49K -15 -0.2%
PTC
961
Private Trust Company
Ohio
$756K +$23.4K +236 +3%
EH
962
Equitable Holdings
New York
$753K +$64.8K +654 +9%
WOC
963
West Oak Capital
California
$747K -$7.43K -75 -1%
GG
964
Gofen & Glossberg
Illinois
$744K +$28K +283 +4%
CH
965
Canton Hathaway
Rhode Island
$742K +$89.4K +902 +13%
ESCM
966
Echo Street Capital Management
New York
$739K +$504K +5,082 +203%
PWS
967
Precision Wealth Strategies
Missouri
$734K +$322K +3,252 +76%
OIM
968
Orca Investment Management
Oregon
$731K -$104K -1,052 -12%
RCIM
969
Red Cedar Investment Management
Michigan
$730K +$743K +7,501 New
SS
970
Simplicity Solutions
Minnesota
$725K +$231K +2,331 +46%
WA
971
WESPAC Advisors
California
$725K +$292K +2,951 +66%
MFG
972
Magnus Financial Group
New York
$724K +$4.66K +47 +0.6%
OPS
973
Orion Portfolio Solutions
Nebraska
$723K +$79.8K +805 +12%
KPW
974
Kore Private Wealth
New York
$722K +$95.1K +960 +15%
AMC
975
Asset Management Corp
Illinois
$721K +$1.09K +11 +0.1%
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