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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
1001
PMC FIG Opportunities
Israel
$2.5M +$2.37M +11,946 New
TF
1002
TLWM Financial
Texas
$2.5M -$28.1K -142 -1%
PPW
1003
Parcion Private Wealth
Washington
$2.49M +$242K +1,221 +11%
ICA
1004
Infrastructure Capital Advisors
New York
$2.48M +$577K +2,914 +33%
MR
1005
Munich Reinsurance
$2.48M -$6.93M -34,983 -75%
CFM
1006
Catalyst Funds Management
Australia
$2.48M +$1.6M +8,094 +215%
ACM
1007
Ashford Capital Management
Delaware
$2.47M +$1.44M +7,250 +159%
SWP
1008
Strategic Wealth Partners
Ohio
$2.47M +$1.21M +6,113 +107%
AIM
1009
Allen Investment Management
New York
$2.45M – – –
ADBIC
1010
A.D. Beadell Investment Counsel
Wisconsin
$2.44M -$589K -2,976 -20%
IFG
1011
Independent Financial Group
California
$2.43M -$406K -2,048 -15%
AP
1012
Advisors Preferred
Maryland
$2.42M – – –
SAM
1013
Sagewood Asset Management
New York
$2.41M +$68.1K +344 +3%
EFG
1014
Everhart Financial Group
Ohio
$2.4M -$165K -834 -7%
SF
1015
Symphony Financial
Texas
$2.39M +$132K +667 +6%
AA
1016
Armis Advisers
Georgia
$2.39M -$24.8K -125 -1%
AAM
1017
AR Asset Management
California
$2.38M – – –
RMP
1018
Richards, Merrill & Peterson
Washington
$2.36M +$81.6K +412 +4%
NFG
1019
Nations Financial Group
Iowa
$2.36M +$59.8K +302 +3%
FFM
1020
Fisher Funds Management
New Zealand
$2.36M +$624K +3,151 +39%
TNA
1021
True North Advisors
Texas
$2.34M -$1.98M -10,002 -47%
TNBTD
1022
Trustmark National Bank Trust Department
Mississippi
$2.34M -$41.2K -208 -2%
NDBT
1023
North Dallas Bank & Trust
Texas
$2.33M -$34.3K -173 -2%
TWP
1024
Triad Wealth Partners
Kansas
$2.33M +$476K +2,403 +28%
MP
1025
Moment Partners
California
$2.33M – – –
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