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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
1026
Sciencast Management
New Jersey
$705K +$691K +7,257 New
TFA
1027
Transamerica Financial Advisors
Florida
$703K – – –
BCM
1028
BluePath Capital Management
Georgia
$702K +$205K +2,152 +42%
RR
1029
Robotti Robert
$701K – – –
FDS
1030
First Dallas Securities
Texas
$701K -$33.3K -350 -5%
PTC
1031
Private Trust Company
Ohio
$700K +$13.7K +144 +2%
BOS
1032
Bank of Stockton
California
$699K +$71.9K +755 +12%
CDH
1033
Charles D. Hyman
$699K – – –
MIC
1034
Meridian Investment Counsel
California
$698K +$7.14K +75 +1%
AWA
1035
Arkadios Wealth Advisors
Georgia
$696K +$214K +2,245 +46%
CPC
1036
Congress Park Capital
New York
$695K -$80.7K -848 -11%
HBT
1037
Hills Bank & Trust
Iowa
$694K – – –
RIA
1038
Regal Investment Advisors
Michigan
$689K -$2.57K -27 -0.4%
TWM
1039
TriaGen Wealth Management
California
$687K -$3.52K -37 -0.5%
SB
1040
Strategic Blueprint
Georgia
$683K +$17.4K +183 +3%
BB
1041
Berkshire Bank
Massachusetts
$682K -$86.3K -907 -11%
PWG
1042
Portside Wealth Group
Utah
$681K -$52.9K -556 -7%
LFA
1043
Legacy Financial Advisors
Kentucky
$680K +$105K +1,107 +19%
CG
1044
Clifford Group
Massachusetts
$679K -$10.5K -110 -2%
GFP
1045
Gryphon Financial Partners
Ohio
$677K +$148K +1,551 +29%
QP
1046
Quilter Plc
United Kingdom
$674K – – –
IA
1047
IFG Advisors
Missouri
$674K – – –
RFA
1048
Resurgent Financial Advisors
Georgia
$671K -$22.8K -239 -3%
IC
1049
Inscription Capital
Texas
$669K +$762 +8 +0.1%
KNW
1050
Kesler Norman & Wride
Utah
$669K -$12.8K -134 -2%
40 41
42
43 44