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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WSCM
1101
Wellington Shields Capital Management
New York
$470K +$171K +1,725 +56%
GA
1102
Geller Advisors
New York
$469K -$8.42K -85 -2%
RIL
1103
Rothschild Investment LLC
Illinois
$467K – – –
OFW
1104
Omnia Family Wealth
Florida
$467K +$188K +1,900 +66%
FCH
1105
Freestone Capital Holdings
Washington
$466K +$229K +2,311 +93%
FIM
1106
Freedom Investment Management
Connecticut
$465K -$120K -1,207 -20%
CCC
1107
Chelsea Counsel Company
California
$465K – – –
KA
1108
KLCM Advisors
Wisconsin
$465K – – –
SG
1109
StoneX Group
New York
$464K -$99.6K -1,005 -17%
MG
1110
Mather Group
Illinois
$462K +$594 +6 +0.1%
BCM
1111
Brown Capital Management
Maryland
$461K -$225K -2,275 -32%
Q
1112
QVR
California
$461K +$470K +4,741 New
LI
1113
LVZ Inc
Michigan
$460K -$58.4K -589 -11%
IIM
1114
Ipswich Investment Management
Massachusetts
$460K +$29.7K +300 +7%
MW
1115
Marcum Wealth
Ohio
$459K +$10.8K +109 +2%
HTC
1116
Haverford Trust Company
Pennsylvania
$457K +$228K +2,301 +96%
FPCG
1117
Fort Pitt Capital Group
Pennsylvania
$455K -$37.6K -380 -8%
MSA
1118
Marino Stram & Associates
Massachusetts
$455K +$463K +4,671 New
MSFS
1119
Main Street Financial Solutions
Pennsylvania
$454K +$51.3K +518 +12%
HC
1120
Hamilton Capital
Ohio
$452K +$149K +1,500 +48%
EWG
1121
Executive Wealth Group
Washington
$452K +$3.07K +31 +0.7%
1WA
1122
180 Wealth Advisors
Washington
$449K -$4.86K -49 -1%
BSW
1123
Buckingham Strategic Wealth
Missouri
$448K +$2.08K +21 +0.5%
BBWA
1124
Bell & Brown Wealth Advisors
California
$447K +$455K +4,595 New
APP
1125
Avantax Planning Partners
Iowa
$445K +$15.4K +155 +4%
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