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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GEA
976
Glen Eagle Advisors
New Jersey
$761K +$135K +1,360 +21%
CT
977
Cambridge Trust
Massachusetts
$757K +$172K +1,729 +29%
PG
978
Pendal Group
Australia
$756K -$40.7K -409 -5%
CIM
979
CIM Investment Management
Pennsylvania
$752K -$15K -151 -2%
PWLP
980
Prio Wealth Limited Partnership
Massachusetts
$750K -$16.8K -169 -2%
CH
981
Canton Hathaway
Rhode Island
$749K – – –
LOAME
982
Lombard Odier Asset Management (Europe)
United Kingdom
$747K +$758K +7,611 New
VCA
983
Verdence Capital Advisors
Maryland
$741K -$377K -3,781 -33%
CWM
984
Congress Wealth Management
Massachusetts
$741K +$752K +7,551 New
QP
985
Quilter Plc
United Kingdom
$739K -$247K -2,484 -25%
MS
986
Maven Securities
Jersey
$738K +$749K +7,516 New
SRC
987
Shufro Rose & Co
New York
$736K -$49.8K -500 -6%
RCIM
988
Red Cedar Investment Management
Michigan
$736K – – –
HI
989
Hoey Investments
Pennsylvania
$735K +$19.9K +200 +3%
WOC
990
West Oak Capital
California
$734K -$19.9K -200 -3%
B
991
Barings
North Carolina
$734K +$185K +1,859 +33%
ALAM
992
Asahi Life Asset Management
Japan
$726K – – –
GG
993
Gofen & Glossberg
Illinois
$725K -$25.4K -255 -3%
WA
994
WESPAC Advisors
California
$725K -$6.87K -69 -0.9%
WF
995
Welch & Forbes
Massachusetts
$725K +$15.5K +156 +2%
TC
996
Trilogy Capital
California
$723K -$212K -2,130 -22%
RCG
997
Resource Consulting Group
Florida
$722K +$733K +7,356 New
ADL
998
Asset Dedication LLC
California
$721K +$88K +883 +14%
BFS
999
Bard Financial Services
Connecticut
$719K +$87.2K +875 +14%
FFG
1000
Fortem Financial Group
California
$713K -$189K -1,895 -21%
38 39
40
41 42