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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
951
Parcion Private Wealth
Washington
$882K -$8.81K -100 -1%
RPCONE
952
Retirement Planning Company of New England
Rhode Island
$882K -$513K -5,825 -38%
MFIM
953
Mesirow Financial Investment Management
Illinois
$881K +$285K +3,238 +53%
BB
954
Busey Bank
Illinois
$879K -$8.37K -95 -1%
WAL
955
W Advisors LLC
Tennessee
$877K +$1.76K +20 +0.2%
FAG
956
Fortitude Advisory Group
Washington
$875K +$486K +5,517 +146%
AC
957
ASB Consultores
Florida
$871K +$573K +6,503 +237%
FCFC
958
First Citizens Financial Corp
Iowa
$871K +$3.7K +42 +0.5%
MAM
959
Mark Asset Management
New York
$870K -$53.9K -612 -6%
RT
960
Rockland Trust
Massachusetts
$864K -$5.37K -61 -0.7%
PGIM
961
Pacific Global Investment Management
California
$863K +$807K +9,169 New
CPC
962
Cookson Peirce & Co
Pennsylvania
$862K +$28.3K +321 +4%
BONH
963
Bank of New Hampshire
New Hampshire
$855K -$134K -1,523 -14%
FMC
964
First Merchants Corp
Indiana
$847K +$792K +8,998 New
DT
965
Diversified Trust
Tennessee
$843K -$329K -3,734 -29%
JE
966
JMAC Enterprises
Pennsylvania
$838K +$440K +5,000 +128%
OCM
967
Orion Capital Management
California
$833K +$26.4K +300 +4%
FNFDCM
968
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$830K – – –
CW
969
CreativeOne Wealth
Kansas
$830K +$457K +5,194 +144%
SC
970
Sapient Capital
Indiana
$828K -$31.8M -360,748 -98%
CCG
971
Cypress Capital Group
Florida
$825K +$771K +8,759 New
PCM
972
Pennsylvania Capital Management
Pennsylvania
$825K -$30.5K -346 -4%
KA
973
KLCM Advisors
Wisconsin
$823K +$138K +1,572 +22%
CCP
974
Carmel Capital Partners
California
$816K +$763K +8,663 New
EGA
975
E&G Advisors
Texas
$816K +$88 +1 +0%
37 38
39
40 41