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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
JPWM
1051
Jamison Private Wealth Management
Georgia
$2.2M +$68.9K +348 +3%
PWG
1052
Portside Wealth Group
Utah
$2.19M +$5.15K +26 +0.2%
LFG
1053
Larson Financial Group
Missouri
$2.19M -$667K -3,369 -24%
HWAM
1054
Hennion & Walsh Asset Management
New Jersey
$2.18M +$501K +2,532 +32%
CASB
1055
Cape Ann Savings Bank
Massachusetts
$2.18M -$116K -587 -5%
CB
1056
Community Bank
New York
$2.18M -$94.1K -475 -4%
KWA
1057
Kingswood Wealth Advisors
California
$2.18M -$424K -2,143 -17%
PP
1058
PDT Partners
New York
$2.17M -$277K -1,400 -12%
WS
1059
Wedbush Securities
California
$2.16M -$122K -616 -6%
VEM
1060
Vann Equity Management
Texas
$2.16M -$34.5K -174 -2%
PFA
1061
Peak Financial Advisors
Colorado
$2.16M +$2.04M +10,315 New
AA
1062
ALPS Advisors
Colorado
$2.15M +$2.03M +10,272 New
MFG
1063
Magnus Financial Group
New York
$2.14M +$81K +409 +4%
GCA
1064
Gallagher Capital Advisors
Texas
$2.11M +$10.3K +52 +0.5%
EP
1065
Evelyn Partners
$2.1M +$1.99M +10,063 New
WT
1066
Washington Trust
Rhode Island
$2.1M -$149K -752 -7%
WBC
1067
Westpac Banking Corp
Australia
$2.09M -$246K -1,242 -11%
WAL
1068
W Advisors LLC
Tennessee
$2.08M -$29.9K -151 -1%
CCP
1069
Clough Capital Partners
Massachusetts
$2.08M – – –
LF
1070
Lee Financial
Texas
$2.07M -$6.73K -34 -0.3%
CA
1071
Cache Advisors
California
$2.07M +$1.29M +6,535 +194%
PMWMG
1072
Parr McKnight Wealth Management Group
Minnesota
$2.04M +$44.2K +223 +2%
BCP
1073
Berkeley Capital Partners
Georgia
$2.03M +$15.2K +77 +0.8%
MTC
1074
Matrix Trust Company
Colorado
$2.03M -$948K -4,789 -33%
AWMT
1075
AAFMAA Wealth Management & Trust
North Carolina
$2.03M -$138K -699 -7%
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