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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GG
976
Gofen & Glossberg
Illinois
$680K +$37.5K +389 +5%
WPW
977
Waldron Private Wealth
Pennsylvania
$680K +$59.9K +621 +9%
CFCI
978
Comprehensive Financial Consultants Institutional
Indiana
$676K -$15.1K -157 -2%
APC
979
Aspire Private Capital
North Carolina
$673K +$75.3K +781 +11%
LSA
980
Leonteq Securities AG
Switzerland
$673K +$464K +4,812 +167%
SS
981
Simplicity Solutions
Minnesota
$671K -$770K -7,984 -51%
CH
982
Canton Hathaway
Rhode Island
$667K – – –
IA
983
IFP Advisors
Florida
$661K +$674K +6,988 +138%
VFA
984
Voya Financial Advisors
Connecticut
$660K +$102K +1,055 +17%
MGIA
985
Moneta Group Investment Advisors
Missouri
$659K +$168K +1,743 +30%
WANY
986
Wealthspire Advisors (New York)
New York
$657K -$628K -6,513 -46%
BB
987
Busey Bank
Illinois
$657K -$36.5K -378 -5%
SAM
988
Strategy Asset Managers
California
$656K +$724K +7,505 New
SRC
989
Shufro Rose & Co
New York
$655K – – –
BAAM
990
Baker Avenue Asset Management
California
$651K +$719K +7,450 New
VNB
991
Virginia National Bank
Virginia
$651K +$719K +7,450 New
RIG
992
Renaissance Investment Group
Massachusetts
$647K -$772 -8 -0.1%
MSA
993
Marino Stram & Associates
Massachusetts
$647K +$64.1K +664 +10%
VWA
994
Visionary Wealth Advisors
Illinois
$647K +$84.9K +880 +13%
WF
995
Welch & Forbes
Massachusetts
$646K – – –
QC
996
Quent Capital
New York
$646K +$98.9K +1,025 +16%
QP
997
Quilter Plc
United Kingdom
$645K – – –
AGA
998
Accuvest Global Advisors
Utah
$645K +$323K +3,349 +83%
KA
999
Kovack Advisors
Florida
$644K +$154K +1,596 +28%
QT
1000
Quantamental Technologies
New York
$644K +$710K +7,364 New
38 39
40
41 42