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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
VV
1026
Verity & Verity
South Carolina
$1.24M -$35.7K -291 -3%
PW
1027
Paladin Wealth
Minnesota
$1.23M -$8.97K -73 -0.8%
SWM
1028
Spire Wealth Management
Virginia
$1.23M -$481K -3,914 -31%
BFIM
1029
Beese Fulmer Investment Management
Ohio
$1.23M – – –
CPIG
1030
Chicago Partners Investment Group
Illinois
$1.23M +$123K +1,002 +13%
BF
1031
bLong Financial
Tennessee
$1.22M -$24.6K -200 -2%
EB
1032
Eastern Bank
Massachusetts
$1.22M -$5.65K -46 -0.5%
WA
1033
Waverly Advisors
Alabama
$1.22M +$61.8K +503 +6%
HA
1034
Herold Advisors
New York
$1.21M +$62.6K +510 +6%
CP
1035
Clarendon Private
Massachusetts
$1.21M +$154K +1,255 +17%
NVIM
1036
New Vernon Investment Management
Illinois
$1.2M – – –
SG
1037
Sienna Gestion
France
$1.2M – – –
OM
1038
OV Management
Minnesota
$1.2M +$1.05M +8,532 New
PCP
1039
Proficio Capital Partners
Massachusetts
$1.2M +$35.6K +290 +4%
RFA
1040
Resurgent Financial Advisors
Georgia
$1.2M -$416K -3,384 -28%
EGA
1041
E&G Advisors
Texas
$1.2M – – –
HPC
1042
HM Payson & Co
Maine
$1.2M +$55.1K +449 +6%
MWM
1043
Mission Wealth Management
California
$1.19M +$44.7K +364 +4%
EFG
1044
Everhart Financial Group
Ohio
$1.19M +$238K +1,936 +30%
RMP
1045
Richards, Merrill & Peterson
Washington
$1.18M +$158K +1,288 +18%
GL
1046
Graypoint LLC
New York
$1.18M +$155K +1,260 +18%
FC
1047
Farringdon Capital
United Kingdom
$1.18M +$1.03M +8,380 New
ONB
1048
Old National Bancorp
Indiana
$1.18M +$14.4K +117 +1%
FMC
1049
First Merchants Corp
Indiana
$1.17M – – –
FAG
1050
Fortitude Advisory Group
Washington
$1.17M +$52.8K +430 +5%
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