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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ICA
1051
Infrastructure Capital Advisors
New York
$539K +$193K +2,260 +56%
PFGIA
1052
Patriot Financial Group Insurance Agency
Massachusetts
$536K +$1.8K +21 +0.3%
CWM
1053
Chicago Wealth Management
Illinois
$533K – – –
UAML
1054
US Asset Management LLC
Pennsylvania
$532K – – –
PFBT
1055
Parkside Financial Bank & Trust
Missouri
$532K -$11.8K -138 -2%
WPW
1056
Waldron Private Wealth
Pennsylvania
$531K -$241K -2,818 -31%
CHAM
1057
Clear Harbor Asset Management
Connecticut
$531K -$8.98K -105 -2%
LFDLE
1058
La Financiere de L'Echiquier
France
$529K +$299K +3,500 +130%
EWM
1059
Empirical Wealth Management
Washington
$524K -$319K -3,731 -38%
NHC
1060
Nicholas Hoffman & Company
Georgia
$524K +$86 +1 +0%
ACM
1061
Advisors Capital Management
New Jersey
$523K +$49.3K +576 +10%
ATC
1062
Adirondack Trust Company
New York
$523K +$12K +140 +3%
CCM
1063
Carlson Capital Management
Minnesota
$520K +$9.92K +116 +2%
VWA
1064
Visionary Wealth Advisors
Illinois
$519K -$19.4K -227 -4%
GL
1065
Graypoint LLC
New York
$517K -$123K -1,440 -19%
SCA
1066
Sippican Capital Advisors
Massachusetts
$517K -$19K -222 -4%
WBG
1067
Wharton Business Group
Pennsylvania
$514K – – –
CD
1068
Chapin Davis
Maryland
$513K +$4.88K +57 +1%
AC
1069
ASB Consultores
Florida
$513K -$72.6K -849 -12%
RLIM
1070
Red Lighthouse Investment Management
New York
$508K – – –
CT
1071
Cambridge Trust
Massachusetts
$504K -$30.1K -352 -6%
TWI
1072
Thomas White International
Illinois
$502K – – –
LCGC
1073
Legacy Capital Group California
California
$501K +$12.4K +145 +3%
BWG
1074
Beta Wealth Group
California
$495K +$77K +900 +18%
BFG
1075
Berger Financial Group
Minnesota
$493K -$8.64K -101 -2%
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