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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1001
MidWestOne Financial Group
Iowa
$734K +$1.58K +18 +0.2%
AWM
1002
AE Wealth Management
Kansas
$730K -$6.64M -75,417 -91%
SDAM
1003
Shulman DeMeo Asset Management
New York
$730K +$4.23K +48 +0.6%
NSIM
1004
North Star Investment Management
Illinois
$726K – – –
BCG
1005
Breakwater Capital Group
New Jersey
$719K -$15.1K -171 -2%
SCM
1006
Suvretta Capital Management
New York
$719K +$250K +2,841 +59%
BFG
1007
Beacon Financial Group
Texas
$719K -$80.1K -910 -11%
HH
1008
Hilltop Holdings
Texas
$716K +$21.8K +248 +3%
CB
1009
CNB Bank
Pennsylvania
$715K +$312K +3,547 +88%
PWG
1010
Portside Wealth Group
Utah
$713K -$9.25K -105 -1%
FDS
1011
First Dallas Securities
Texas
$712K +$116K +1,312 +21%
HA
1012
Herold Advisors
New York
$708K +$25.6K +291 +4%
MMA
1013
Miracle Mile Advisors
California
$707K +$63.9K +726 +11%
VFPI
1014
Vantage Financial Partners (Illinois)
Illinois
$706K -$44K -500 -6%
AOI
1015
Auto-Owners Insurance
Michigan
$706K – – –
III
1016
Independent Investors Inc
New York
$705K – – –
WCM
1017
Washburn Capital Management
Florida
$701K -$290K -3,290 -31%
MFC
1018
Mechanics Financial Corp
Ohio
$699K +$19.8K +225 +3%
CWP
1019
CFM Wealth Partners
Texas
$699K +$56.7K +644 +10%
SS
1020
Sunbelt Securities
Texas
$698K +$14K +159 +2%
MWM
1021
Mission Wealth Management
California
$695K +$32.1K +364 +5%
GM
1022
GeoWealth Management
Illinois
$693K +$421K +4,786 +186%
SIM
1023
Sentry Investment Management
Wisconsin
$687K – – –
WOC
1024
West Oak Capital
California
$685K +$119K +1,350 +19%
TFA
1025
Transamerica Financial Advisors
Florida
$681K -$11.4K -129 -2%
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