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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
1076
Insight 2811 Inc
Illinois
$503K -$46.6K -470 -8%
EI
1077
Ellevest Inc
New York
$503K +$29.5K +298 +6%
NIM
1078
NuWave Investment Management
New Jersey
$503K +$512K +5,168 New
DIA
1079
Davidson Investment Advisors
Montana
$502K -$125K -1,260 -20%
JSC
1080
Jackson Square Capital
California
$501K – – –
VWA
1081
V Wealth Advisors
Kansas
$499K -$110K -1,109 -18%
NSIM
1082
North Star Investment Management
Illinois
$499K +$25.9K +261 +5%
NP
1083
NorthRock Partners
Minnesota
$496K +$101K +1,020 +27%
SFS
1084
Strategic Financial Services
New York
$495K – – –
ISWM
1085
Independent Solutions Wealth Management
New York
$490K +$86.1K +869 +21%
GLA
1086
Great Lakes Advisors
Illinois
$484K +$1.58K +16 +0.3%
CHAM
1087
Clear Harbor Asset Management
Connecticut
$482K – – –
CCM
1088
Coldstream Capital Management
Washington
$480K -$4.13M -41,689 -81%
LNB
1089
Ledyard National Bank
$480K -$9.41K -95 -2%
IA
1090
IFP Advisors
Florida
$479K -$55.3K -558 -10%
XSC
1091
X-Square Capital
Puerto Rico
$479K +$7.73K +78 +2%
EW
1092
Evoke Wealth
California
$478K -$19.2K -194 -4%
WFI
1093
West Family Investments
California
$478K +$17.2K +174 +4%
APA
1094
American Portfolios Advisors
New York
$477K -$202K -2,042 -29%
CAIMH
1095
Central Asset Investments & Management Holdings
Hong Kong
$476K +$485K +4,900 New
EHWM
1096
Eads & Heald Wealth Management
Georgia
$474K +$50K +505 +12%
MMA
1097
Miracle Mile Advisors
California
$473K +$21.8K +220 +5%
WW
1098
Waterfront Wealth
Kansas
$471K +$99.1K +1,000 +26%
EB
1099
Eastern Bank
Massachusetts
$470K -$51K -515 -10%
PCM
1100
Perritt Capital Management
Illinois
$470K – – –
42 43
44
45 46