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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1101
Spire Wealth Management
Virginia
$1.9M +$127K +640 +8%
HFM
1102
Hartford Funds Management
Pennsylvania
$1.89M -$21.4K -108 -1%
SSWM
1103
Strait & Sound Wealth Management
California
$1.89M -$40K -202 -2%
AWM
1104
Avior Wealth Management
Nebraska
$1.89M -$32.9K -166 -2%
DWM
1105
Dakota Wealth Management
Florida
$1.88M -$62.2K -314 -3%
RZH
1106
Relyea Zuckerberg Hanson
Connecticut
$1.87M -$48.1K -243 -3%
RPCONE
1107
Retirement Planning Company of New England
Rhode Island
$1.87M -$21.2K -107 -1%
AIA
1108
Affinity Investment Advisors
California
$1.87M -$153K -771 -8%
FHC
1109
First Horizon Corporation
Tennessee
$1.86M +$67.5K +341 +4%
ECM
1110
Ethos Capital Management
Pennsylvania
$1.86M +$1.76M +8,886 New
CCS
1111
Concentric Capital Strategies
Connecticut
$1.85M -$2.91M -14,690 -62%
RCA
1112
Resonant Capital Advisors
Wisconsin
$1.85M -$30.7K -155 -2%
BJF
1113
Blue Jean Financial
New York
$1.85M +$1.75M +8,843 New
LB
1114
Legacy Bridge
Iowa
$1.85M – – –
WBC
1115
West Branch Capital
Massachusetts
$1.85M +$127K +640 +8%
PCM
1116
Pennsylvania Capital Management
Pennsylvania
$1.84M – – –
AP
1117
Americana Partners
Texas
$1.84M -$3.93M -19,871 -69%
HBT
1118
Heartland Bank & Trust
Illinois
$1.84M -$19.6K -99 -1%
VNIM
1119
Vaughan Nelson Investment Management
Texas
$1.84M – – –
PCP
1120
Proficio Capital Partners
Massachusetts
$1.83M +$1.33M +6,725 +332%
LGF
1121
LGT Group Foundation
Liechtenstein
$1.82M -$54.7K -276 -3%
WCA
1122
Westover Capital Advisors
Delaware
$1.82M +$135K +680 +8%
HCM
1123
Howard Capital Management
Georgia
$1.81M +$796K +4,022 +86%
NCM
1124
NCM Capital Management
New Jersey
$1.81M +$3.17K +16 +0.2%
CFO
1125
CVA Family Office
Colorado
$1.81M +$13.3K +67 +0.8%
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