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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1001
Aft Forsyth & Sober
Florida
$2.55M – – –
MAG
1002
Meadowbrook Advisors Group
New Jersey
$2.54M -$365K -1,844 -13%
PPWP
1003
Premier Path Wealth Partners
New Jersey
$2.53M +$136K +687 +6%
VCA
1004
Verdence Capital Advisors
Maryland
$2.52M -$11.5K -58 -0.5%
MNBTD
1005
Moody National Bank Trust Division
Texas
$2.52M -$170K -860 -7%
BTD
1006
BankPlus Trust Department
Mississippi
$2.51M +$154K +777 +7%
BAM
1007
Berkshire Asset Management
Pennsylvania
$2.5M +$11.5K +58 +0.5%
PFO
1008
PMC FIG Opportunities
Israel
$2.5M +$2.37M +11,946 New
TF
1009
TLWM Financial
Texas
$2.5M -$28.1K -142 -1%
PPW
1010
Parcion Private Wealth
Washington
$2.49M +$242K +1,221 +11%
ICA
1011
Infrastructure Capital Advisors
New York
$2.48M +$577K +2,914 +33%
MR
1012
Munich Reinsurance
$2.48M -$6.93M -34,983 -75%
CFM
1013
Catalyst Funds Management
Australia
$2.48M +$1.6M +8,094 +215%
ACM
1014
Ashford Capital Management
Delaware
$2.47M +$1.44M +7,250 +159%
SWP
1015
Strategic Wealth Partners
Ohio
$2.47M +$1.21M +6,113 +107%
AIM
1016
Allen Investment Management
New York
$2.45M – – –
ADBIC
1017
A.D. Beadell Investment Counsel
Wisconsin
$2.44M -$589K -2,976 -20%
IFG
1018
Independent Financial Group
California
$2.43M -$406K -2,048 -15%
AP
1019
Advisors Preferred
Maryland
$2.42M – – –
SAM
1020
Sagewood Asset Management
New York
$2.41M +$68.1K +344 +3%
EFG
1021
Everhart Financial Group
Ohio
$2.4M -$165K -834 -7%
SF
1022
Symphony Financial
Texas
$2.39M +$132K +667 +6%
AA
1023
Armis Advisers
Georgia
$2.39M -$24.8K -125 -1%
AAM
1024
AR Asset Management
California
$2.38M – – –
RMP
1025
Richards, Merrill & Peterson
Washington
$2.36M +$81.6K +412 +4%
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