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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1001
Patriot Financial Group Insurance Agency
Massachusetts
$630K -$2.97K -30 -0.5%
LDB
1002
Lee, Danner & Bass
Tennessee
$630K – – –
BC
1003
Bridgefront Capital
Texas
$628K +$639K +6,452 New
ADL
1004
Asset Dedication LLC
California
$627K +$4.16K +42 +0.7%
BFS
1005
Bard Financial Services
Connecticut
$627K +$39.6K +400 +7%
BWM
1006
Buckley Wealth Management
Nevada
$624K +$80.2K +809 +14%
PRWA
1007
Platte River Wealth Advisors
Colorado
$623K +$39.1K +395 +7%
GEA
1008
Glen Eagle Advisors
New Jersey
$622K +$350K +3,531 +123%
MGIA
1009
Moneta Group Investment Advisors
Missouri
$616K -$625K -6,310 -50%
SCA
1010
Sippican Capital Advisors
Massachusetts
$612K -$7.53K -76 -1%
APC
1011
Aspire Private Capital
North Carolina
$609K -$38.3K -387 -6%
CWM
1012
Chicago Wealth Management
Illinois
$608K – – –
UAML
1013
US Asset Management LLC
Pennsylvania
$606K +$617K +6,231 New
DSC
1014
Duncker Streett & Co
Missouri
$601K -$39.1K -395 -6%
SIC
1015
Salem Investment Counselors
North Carolina
$598K +$6.94K +70 +1%
GFPC
1016
Global Financial Private Client
Florida
$594K +$499K +5,037 +523%
TCM
1017
Tributary Capital Management
Nebraska
$594K -$129K -1,300 -18%
SLT
1018
St Louis Trust
Missouri
$594K +$605K +6,103 New
PFBT
1019
Parkside Financial Bank & Trust
Missouri
$593K -$22.5K -227 -4%
KFA
1020
Krane Funds Advisors
New York
$589K +$410K +4,138 +216%
HSA
1021
HBK Sorce Advisory
Pennsylvania
$584K +$169K +1,709 +40%
CT
1022
Cambridge Trust
Massachusetts
$583K +$79.3K +800 +15%
JCIA
1023
Jackson Creek Investment Advisors
Colorado
$582K -$839K -8,471 -59%
FVCM
1024
F&V Capital Management
Florida
$580K -$109K -1,100 -16%
C
1025
Certuity
Florida
$580K +$92.8K +937 +19%
39 40
41
42 43