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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WOC
976
West Oak Capital
California
$582K +$16.4K +195 +3%
GIA
977
Gladstone Institutional Advisory
Florida
$581K -$190K -2,260 -24%
PWLP
978
Prio Wealth Limited Partnership
Massachusetts
$579K – – –
PIM
979
Perpetual Investment Management
Australia
$569K – – –
CIAS
980
Capital Investment Advisory Services
North Carolina
$569K +$275K +3,259 +83%
SM
981
Salzhauer Michael
$564K – – –
MFC
982
Mechanics Financial Corp
Ohio
$563K +$2.95K +35 +0.5%
CWM
983
Curi Wealth Management
North Carolina
$562K +$107K +1,270 +22%
RFM
984
Royal Fund Management
Florida
$561K +$599K +7,110 New
LIG
985
Lokken Investment Group
Delaware
$560K +$9.02K +107 +2%
CDH
986
Charles D. Hyman
$559K +$8.77K +104 +1%
APA
987
American Portfolios Advisors
New York
$556K +$60.5K +718 +11%
HPC
988
HM Payson & Co
Maine
$556K – – –
IA
989
IFG Advisors
Missouri
$548K – – –
OIM
990
Orca Investment Management
Oregon
$546K -$21.4K -254 -4%
APC
991
Aspire Private Capital
North Carolina
$545K -$58.5K -694 -9%
TWM
992
TriaGen Wealth Management
California
$543K -$21.7K -258 -4%
KFS
993
Kurt F. Somerville
$540K – – –
VWA
994
Visionary Wealth Advisors
Illinois
$538K -$58.5K -694 -9%
ECM
995
Evergreen Capital Management
Washington
$531K +$201K +2,390 +55%
SAM
996
Strategy Asset Managers
California
$529K +$169 +2 +0%
SIG
997
Stonegate Investment Group
Alabama
$528K +$1.35K +16 +0.2%
LWM
998
Laidlaw Wealth Management
New York
$528K +$146K +1,738 +35%
IGWM
999
ICA Group Wealth Management
Colorado
$525K +$7.92K +94 +1%
MMA
1000
Miracle Mile Advisors
California
$524K +$39.4K +467 +8%
38 39
40
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