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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1076
Westover Capital Advisors
Delaware
$879K – – –
CCMT
1077
CMT Capital Markets Trading
Germany
$877K +$969K +7,520 New
MAM
1078
Mark Asset Management
New York
$875K +$966K +7,500 New
CFO
1079
CVA Family Office
Colorado
$875K +$33.4K +259 +4%
JPWM
1080
Jamison Private Wealth Management
Georgia
$870K +$115K +891 +14%
VWA
1081
Visionary Wealth Advisors
Illinois
$866K +$106K +826 +13%
GBT
1082
Grove Bank & Trust
Florida
$865K +$133K +1,032 +16%
MFG
1083
MidWestOne Financial Group
Iowa
$862K +$21.8K +169 +2%
IWA
1084
Icon Wealth Advisors
Texas
$860K -$107K -829 -10%
FNFDCM
1085
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$860K – – –
BOS
1086
Bank of Stockton
California
$854K -$38.1K -296 -4%
RWP
1087
RWA Wealth Partners
Massachusetts
$854K -$49.7K -386 -5%
CP
1088
Clarendon Private
Massachusetts
$854K +$28.1K +218 +3%
PL
1089
Perpetual Ltd
Australia
$850K -$34.5K -268 -4%
FAG
1090
Fortitude Advisory Group
Washington
$847K +$162K +1,255 +19%
CAM
1091
Cidel Asset Management
Ontario, Canada
$844K -$76.2K -591 -8%
CAG
1092
Csenge Advisory Group
Florida
$843K -$52.8K -410 -5%
NSIM
1093
North Star Investment Management
Illinois
$841K – – –
SMA
1094
Sage Mountain Advisors
Georgia
$840K +$46.3K +359 +5%
LA
1095
LexAurum Advisors
Kansas
$838K -$7.73K -60 -0.8%
TSS
1096
Two Sigma Securities
New York
$837K +$925K +7,177 New
HFM
1097
Hartford Funds Management
Pennsylvania
$834K -$93.3K -724 -9%
GL
1098
Graypoint LLC
New York
$832K +$9.28K +72 +1%
RMP
1099
Richards, Merrill & Peterson
Washington
$831K +$119K +924 +15%
LA
1100
Legacy Advisors
Pennsylvania
$830K +$76.7K +595 +9%
42 43
44
45 46