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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
1026
Symphony Financial
Texas
$1.02M +$1.8K +14 +0.1%
EB
1027
Eastern Bank
Massachusetts
$1.01M -$2.45K -19 -0.2%
EGA
1028
E&G Advisors
Texas
$1,000K – – –
NVIM
1029
New Vernon Investment Management
Illinois
$998K -$2.46M -19,074 -69%
CIEC
1030
Crédit Industriel et Commercial
France
$997K +$376K +2,917 +52%
GFP
1031
Gryphon Financial Partners
Ohio
$995K +$240K +1,861 +28%
WS
1032
Wedbush Securities
California
$989K +$241K +1,872 +28%
DAS
1033
Diversify Advisory Services
Utah
$983K -$188K -1,458 -15%
OCM
1034
Orion Capital Management
California
$979K -$9.02K -70 -0.8%
FMP
1035
Financial Management Professionals
Texas
$973K +$11K +85 +1%
FMC
1036
First Merchants Corp
Indiana
$972K – – –
MYLI
1037
Meiji Yasuda Life Insurance
Japan
$966K -$36.3K -282 -3%
PCP
1038
Proficio Capital Partners
Massachusetts
$961K -$20.1K -156 -2%
ONB
1039
Old National Bancorp
Indiana
$961K -$94.8K -736 -8%
SAM
1040
Sompo Asset Management
Japan
$953K +$165K +1,280 +19%
WA
1041
Waverly Advisors
Alabama
$948K +$196K +1,523 +23%
SRC
1042
Sage Rhino Capital
California
$944K -$18.4K -143 -2%
MWM
1043
Mission Wealth Management
California
$944K +$140K +1,086 +15%
GCA
1044
Genesee Capital Advisors
New York
$944K +$65.3K +507 +7%
RMAM
1045
Raab & Moskowitz Asset Management
New Jersey
$943K +$156K +1,212 +18%
HA
1046
Herold Advisors
New York
$941K -$33.4K -259 -3%
PAMG
1047
Patton Albertson Miller Group
Tennessee
$940K +$3.87K +30 +0.4%
HPC
1048
HM Payson & Co
Maine
$938K +$101K +783 +11%
BCG
1049
Breakwater Capital Group
New Jersey
$933K +$55.4K +430 +6%
PI
1050
Parkside Investments
Illinois
$933K +$258K +2,000 +33%
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42
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