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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LFM
1051
LGT Fund Management
Liechtenstein
$933K +$101K +785 +11%
BB
1052
Berkshire Bank
Massachusetts
$929K -$45K -349 -4%
TM
1053
TigerOak Management
New Mexico
$927K – – –
ACM
1054
Advisors Capital Management
New Jersey
$926K -$3.99K -31 -0.4%
A
1055
AlphaQuest
New York
$925K +$776K +6,022 +315%
AFP
1056
Ausdal Financial Partners
Iowa
$923K +$374K +2,902 +58%
VF
1057
Virtu Financial
New York
$920K +$1.02M +7,890 New
SPF
1058
South Plains Financial
Texas
$917K -$28.5K -221 -3%
GLA
1059
Good Life Advisors
Pennsylvania
$916K -$65.2K -506 -6%
UAML
1060
US Asset Management LLC
Pennsylvania
$914K +$260K +2,020 +35%
CCM
1061
Corsair Capital Management
New York
$912K – – –
KWM
1062
Kingsview Wealth Management
Oregon
$910K +$202K +1,565 +25%
MFC
1063
Mechanics Financial Corp
Ohio
$909K – – –
CPIG
1064
Chicago Partners Investment Group
Illinois
$908K -$46K -357 -4%
CIM
1065
CIM Investment Management
Pennsylvania
$907K -$773 -6 -0.1%
TC
1066
TwinBeech Capital
New York
$906K +$1M +7,766 New
SWA
1067
Stratos Wealth Advisors
Ohio
$905K -$122K -943 -11%
SDAM
1068
Shulman DeMeo Asset Management
New York
$905K +$3.74K +29 +0.4%
CST
1069
Charles Schwab Trust
Nevada
$901K – – –
LFG
1070
Larson Financial Group
Missouri
$891K +$432K +3,355 +78%
OA
1071
Operose Advisors
Wisconsin
$888K +$32.2K +250 +3%
HW
1072
Hancock Whitney
Mississippi
$885K +$59.8K +464 +7%
ADL
1073
Asset Dedication LLC
California
$885K -$101K -783 -9%
BSA
1074
Bull Street Advisors
Georgia
$884K -$13.4K -104 -1%
CI
1075
CX Institutional
Indiana
$882K -$5.54K -43 -0.6%
41 42
43
44 45