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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1076
Claro Advisors
Massachusetts
$418K – – –
SFS
1077
Strategic Financial Services
New York
$415K – – –
TBA
1078
Tower Bridge Advisors
Pennsylvania
$414K – – –
AFP
1079
Ausdal Financial Partners
Iowa
$414K +$8.18K +97 +2%
SWP
1080
Strategic Wealth Partners
Ohio
$412K +$59.8K +710 +16%
AAS
1081
Ameritas Advisory Services
Nebraska
$411K -$5.48K -65 -1%
CFO
1082
CVA Family Office
Colorado
$409K +$99.9K +1,185 +30%
JSC
1083
Jackson Square Capital
California
$408K – – –
NSIM
1084
North Star Investment Management
Illinois
$407K -$12.4K -147 -3%
CHAM
1085
Clear Harbor Asset Management
Connecticut
$406K -$8.43K -100 -2%
OPPTF
1086
OPSEU Pension Plan Trust Fund
Ontario, Canada
$406K +$14.3K +170 +3%
XS
1087
XR Securities
Illinois
$406K +$186K +2,210 +76%
BS
1088
Boenning & Scattergood
Pennsylvania
$404K +$121K +1,437 +39%
AI
1089
AXS Investments
New York
$398K -$76K -902 -15%
RSWM
1090
Robertson Stephens Wealth Management
California
$398K +$4.13K +49 +1%
EWA
1091
Exencial Wealth Advisors
Oklahoma
$397K +$1.43K +17 +0.3%
CM
1092
Churchill Management
California
$395K +$421K +5,000 New
HI
1093
Hudock Inc
Pennsylvania
$393K +$3.12K +37 +0.7%
XSC
1094
X-Square Capital
Puerto Rico
$390K +$169 +2 +0%
M
1095
Mirova
France
$388K -$275K -3,267 -40%
WA
1096
Wealth Alliance
New York
$388K +$11.6K +138 +3%
Q
1097
QVR
California
$388K +$361K +4,282 +684%
RTS
1098
Round Table Services
New Jersey
$387K +$1.18K +14 +0.3%
VWA
1099
V Wealth Advisors
Kansas
$385K -$37.9K -450 -8%
TIA
1100
Tiemann Investment Advisors
California
$383K -$1.09M -12,893 -73%
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