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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1026
Sage Rhino Capital
California
$1.04M -$23.9K -194 -2%
BFM
1027
Boston Financial Management
Massachusetts
$1.03M +$408K +3,315 +68%
IWA
1028
Icon Wealth Advisors
Texas
$1.03M -$27.8K -226 -3%
MAMU
1029
Myriad Asset Management US
Florida
$1.03M +$1.01M +8,194 New
NWAG
1030
Net Worth Advisory Group
Utah
$1.03M +$7.02K +57 +0.7%
TPWA
1031
TRUE Private Wealth Advisors
Oregon
$1.03M -$10.6K -86 -1%
CAG
1032
Csenge Advisory Group
Florida
$1.02M -$9.73K -79 -1%
PCA
1033
Prosperity Capital Advisors
Ohio
$1.02M +$6.16K +50 +0.6%
CPIG
1034
Chicago Partners Investment Group
Illinois
$1.02M +$129K +1,044 +15%
SPF
1035
South Plains Financial
Texas
$1.02M +$995K +8,082 New
PW
1036
Paladin Wealth
Minnesota
$1.01M -$46.7K -379 -4%
KAS
1037
KPP Advisory Services
Kentucky
$1.01M +$32.4K +263 +3%
PAMG
1038
Patton Albertson Miller Group
Tennessee
$1.01M +$7.39K +60 +0.8%
RIL
1039
Rothschild Investment LLC
Illinois
$1M +$11.7K +95 +1%
ACM
1040
Advisors Capital Management
New Jersey
$1M +$167K +1,358 +21%
TM
1041
TigerOak Management
New Mexico
$998K +$978K +7,942 New
HFM
1042
Hartford Funds Management
Pennsylvania
$989K -$644K -5,233 -40%
CAM
1043
Cidel Asset Management
Ontario, Canada
$984K -$40.3K -327 -4%
CCM
1044
Corsair Capital Management
New York
$982K -$23.3K -189 -2%
MFC
1045
Mechanics Financial Corp
Ohio
$979K -$4.31K -35 -0.4%
CIM
1046
CIM Investment Management
Pennsylvania
$978K -$1.23K -10 -0.1%
BCM
1047
Brookstone Capital Management
Illinois
$975K +$89.4K +726 +10%
SDAM
1048
Shulman DeMeo Asset Management
New York
$971K +$1.35K +11 +0.1%
IA
1049
IFP Advisors
Florida
$971K -$128K -1,038 -12%
CST
1050
Charles Schwab Trust
Nevada
$971K +$58.1K +472 +7%
40 41
42
43 44