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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1076
Burke & Herbert Bank & Trust
Virginia
$523K -$81.9K -943 -13%
PCC
1077
Park Circle Company
Maryland
$523K – – –
LGA
1078
Lebenthal Global Advisors
New York
$523K +$140K +1,613 +34%
BHCM
1079
Brevan Howard Capital Management
Jersey
$522K +$555K +6,396 New
KAS
1080
KPP Advisory Services
Kentucky
$521K +$553K +6,373 New
WPW
1081
Waldron Private Wealth
Pennsylvania
$515K +$7.38K +85 +1%
HH
1082
HWG Holdings
Texas
$515K -$147K -1,697 -21%
LSA
1083
Lion Street Advisors
Texas
$514K +$546K +6,293 New
CWP
1084
CFM Wealth Partners
Texas
$514K +$148K +1,708 +37%
CG
1085
Clifford Group
Massachusetts
$513K -$51.4K -592 -9%
ECM
1086
Evergreen Capital Management
Washington
$511K +$101K +1,158 +23%
LCS
1087
Levin Capital Strategies
New York
$510K +$543K +6,250 New
WP
1088
WealthSource Partners
California
$510K +$48.8K +562 +10%
CWM
1089
Chicago Wealth Management
Illinois
$510K – – –
BPCE
1090
Bank Pictet & Cie (Europe)
Germany
$508K -$60.8K -700 -10%
GCP
1091
Garda Capital Partners
Minnesota
$508K +$540K +6,216 New
CHAM
1092
Clear Harbor Asset Management
Connecticut
$507K – – –
DWA
1093
Douglass Winthrop Advisors
New York
$504K -$48.8K -562 -8%
LWM
1094
Laidlaw Wealth Management
New York
$503K -$743K -8,552 -58%
NHC
1095
Nicholas Hoffman & Company
Georgia
$501K +$174 +2 +0%
AIM
1096
Anchor Investment Management
South Carolina
$497K -$32.7K -377 -6%
SM
1097
Salzhauer Michael
$495K -$75.8K -873 -13%
CC
1098
Cipher Capital
New York
$494K -$3.21M -37,017 -86%
SCA
1099
Sippican Capital Advisors
Massachusetts
$494K – – –
PFGIA
1100
Patriot Financial Group Insurance Agency
Massachusetts
$492K -$21.8K -251 -4%
42 43
44
45 46