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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SEIA
1001
Signature Estate & Investment Advisors
California
$753K +$123K +1,297 +20%
SDAM
1002
Shulman DeMeo Asset Management
New York
$752K -$2.29K -24 -0.3%
NAS
1003
Nicolet Advisory Services
Wisconsin
$749K +$34.5K +362 +5%
BCG
1004
Breakwater Capital Group
New Jersey
$744K +$1.71K +18 +0.2%
BCM
1005
Brookstone Capital Management
Illinois
$740K +$16.7K +175 +3%
CCG
1006
Cypress Capital Group
Florida
$739K -$110K -1,156 -13%
BFG
1007
Beacon Financial Group
Texas
$739K -$3.81K -40 -0.5%
JE
1008
JMAC Enterprises
Pennsylvania
$739K -$124K -1,300 -15%
MFC
1009
Mechanics Financial Corp
Ohio
$738K +$16.4K +172 +2%
BAM
1010
Belpointe Asset Management
Nevada
$737K -$829K -8,704 -53%
NSIM
1011
North Star Investment Management
Illinois
$735K -$13.7K -144 -2%
1IA
1012
1834 Investment Advisors
Wisconsin
$733K -$344K -3,618 -32%
MFG
1013
MidWestOne Financial Group
Iowa
$733K -$25K -263 -3%
HA
1014
Herold Advisors
New York
$731K +$190 +2 +0%
CW
1015
CreativeOne Wealth
Kansas
$729K -$125K -1,309 -15%
AOI
1016
Auto-Owners Insurance
Michigan
$729K – – –
III
1017
Independent Investors Inc
New York
$727K – – –
VFPI
1018
Vantage Financial Partners (Illinois)
Illinois
$724K -$4.76K -50 -0.7%
SS
1019
Sunbelt Securities
Texas
$723K +$2.86K +30 +0.4%
SC
1020
Sapient Capital
Indiana
$723K -$129K -1,355 -15%
MMA
1021
Miracle Mile Advisors
California
$721K -$8.19K -86 -1%
CPC
1022
Cookson Peirce & Co
Pennsylvania
$711K -$175K -1,841 -20%
NG
1023
Norden Group
Utah
$710K -$125K -1,315 -15%
KAS
1024
KPP Advisory Services
Kentucky
$709K +$57.2K +601 +9%
CST
1025
Charles Schwab Trust
Nevada
$708K +$18.5K +194 +3%
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