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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCP
951
Fort Point Capital Partners
California
$682K – – –
PPP
952
Private Portfolio Partners
New Jersey
$681K +$18.2K +213 +3%
EFS
953
Essex Financial Services
Connecticut
$678K -$30.3K -356 -4%
DDC
954
DF Dent & Co
Maryland
$676K +$309K +3,628 +84%
RFA
955
Resurgent Financial Advisors
Georgia
$674K +$25.2K +296 +4%
RP
956
Riverwater Partners
Wisconsin
$672K +$393K +4,607 +140%
BB
957
Busey Bank
Illinois
$669K +$111K +1,302 +20%
MIC
958
Meridian Investment Counsel
California
$668K – – –
JWWM
959
Johnson & White Wealth Management
Pennsylvania
$666K +$316K +3,709 New
BB
960
Berkshire Bank
Massachusetts
$666K +$14.8K +174 +2%
CIM
961
CIM Investment Management
Pennsylvania
$666K -$17.8K -209 -3%
HH
962
Hilltop Holdings
Texas
$663K +$9.89K +116 +2%
GVAG
963
Great Valley Advisor Group
Delaware
$662K +$17.3K +203 +3%
BHBT
964
Burke & Herbert Bank & Trust
Virginia
$661K – – –
LG
965
Leuthold Group
Minnesota
$660K -$4.98M -58,450 -88%
MTCM
966
Mint Tower Capital Management
Netherlands
$655K +$656K +7,700 New
CAG
967
Csenge Advisory Group
Florida
$652K -$32.8K -385 -5%
MWM
968
Maltin Wealth Management
New Jersey
$652K -$13.1K -154 -2%
RFM
969
Royal Fund Management
Florida
$650K +$45.4K +533 +7%
TPCW
970
TD Private Client Wealth
New York
$649K -$32.5K -381 -5%
CH
971
Canton Hathaway
Rhode Island
$648K – – –
WOC
972
West Oak Capital
California
$647K +$20.9K +245 +3%
PEA
973
Park Edge Advisors
Ohio
$645K +$647K +7,588 New
HT
974
HighTower Trust
Texas
$643K +$194K +2,274 +43%
SWM
975
Sendero Wealth Management
Texas
$642K -$87.4K -1,026 -12%
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