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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
976
Proficio Capital Partners
Massachusetts
$815K -$135K -1,414 -14%
MFIM
977
Mesirow Financial Investment Management
Illinois
$811K -$96.8K -1,017 -11%
ADL
978
Asset Dedication LLC
California
$800K +$30.6K +321 +4%
BSA
979
Bull Street Advisors
Georgia
$797K – – –
CWP
980
CFM Wealth Partners
Texas
$794K +$71.2K +748 +10%
LCM
981
Laurion Capital Management
New York
$793K +$777K +8,162 New
NP
982
Nilsine Partners
Colorado
$792K -$118K -1,241 -13%
HH
983
Hilltop Holdings
Texas
$791K +$50K +525 +7%
PL
984
Perpetual Ltd
Australia
$790K -$5.81K -61 -0.7%
SCM
985
Stevens Capital Management
Pennsylvania
$785K +$769K +8,080 New
IWM
986
IHT Wealth Management
Illinois
$784K -$4K -42 -0.5%
CAM
987
Cidel Asset Management
Ontario, Canada
$780K +$16.2K +170 +2%
GCA
988
Genesee Capital Advisors
New York
$780K +$764K +8,029 New
CCM
989
Corsair Capital Management
New York
$778K -$5.33K -56 -0.7%
IF
990
Intrua Financial
Texas
$776K -$388K -4,076 -34%
MME
991
Meag Munich Ergo
Germany
$776K +$760K +7,988 New
CIM
992
CIM Investment Management
Pennsylvania
$776K -$6K -63 -0.8%
WPW
993
Waldron Private Wealth
Pennsylvania
$774K +$10.6K +111 +1%
LFM
994
LGT Fund Management
Liechtenstein
$772K +$756K +7,942 New
PAMG
995
Patton Albertson Miller Group
Tennessee
$769K +$753K +7,911 New
OA
996
Operose Advisors
Wisconsin
$767K – – –
RIL
997
Rothschild Investment LLC
Illinois
$766K +$75K +788 +11%
GM
998
GeoWealth Management
Illinois
$757K +$40.8K +429 +6%
CA
999
Claro Advisors
Massachusetts
$756K +$74.3K +781 +11%
FMP
1000
Financial Management Professionals
Texas
$754K -$17.1K -180 -2%
38 39
40
41 42