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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
1076
M Holdings Securities
Oregon
$417K +$31.2K +381 +7%
LWAC
1077
Laurel Wealth Advisors (California)
California
$416K -$11.4K -139 -2%
PFGIA
1078
Patriot Financial Group Insurance Agency
Massachusetts
$413K -$33.6K -410 -7%
FMWA
1079
Forvis Mazars Wealth Advisors
Missouri
$413K +$445K +5,431 New
EW
1080
Evoke Wealth
California
$410K -$19.2K -235 -4%
PFM
1081
Parsec Financial Management
North Carolina
$409K -$100K -1,225 -19%
FMLI
1082
Fukoku Mutual Life Insurance
Japan
$409K – – –
DMBA
1083
Deseret Mutual Benefit Administrators
Utah
$407K – – –
MS
1084
Maven Securities
Jersey
$405K -$589K -7,191 -57%
VWA
1085
V Wealth Advisors
Kansas
$405K +$31.9K +389 +8%
NSIM
1086
North Star Investment Management
Illinois
$403K +$10.5K +128 +2%
PFBT
1087
Parkside Financial Bank & Trust
Missouri
$402K -$6.96K -85 -2%
AAS
1088
Ameritas Advisory Services
Nebraska
$401K +$52K +635 +14%
SFS
1089
Strategic Financial Services
New York
$400K – – –
CHAM
1090
Clear Harbor Asset Management
Connecticut
$399K -$1.23K -15 -0.3%
TBA
1091
Tower Bridge Advisors
Pennsylvania
$399K – – –
KLCM
1092
KG&L Capital Management
Louisiana
$398K +$170K +2,079 +66%
JAM
1093
Jupiter Asset Management
United Kingdom
$396K -$12.1M -148,000 -97%
BFM
1094
Boston Financial Management
Massachusetts
$395K +$204K +2,485 +92%
HC
1095
Hamilton Capital
Ohio
$394K – – –
JSC
1096
Jackson Square Capital
California
$393K – – –
AFP
1097
Ausdal Financial Partners
Iowa
$392K +$2.7K +33 +0.6%
PCG
1098
Private Capital Group
Connecticut
$392K +$3.77K +46 +0.9%
FIM
1099
Freedom Investment Management
Connecticut
$390K +$166K +2,024 +65%
SCM
1100
SKBA Capital Management
California
$388K – – –
42 43
44
45 46