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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CGIM
1101
Capital Group Investment Management
Singapore
$560K -$389K -4,422 -43%
CA
1102
Clearstead Advisors
Ohio
$559K +$10.2K +116 +2%
NHC
1103
Nicholas Hoffman & Company
Georgia
$558K -$71.9K -816 -12%
LFA
1104
Legacy Financial Advisors
Kentucky
$555K +$6.34K +72 +1%
SIA
1105
Strategic Investment Advisors
Michigan
$553K +$118K +1,340 +30%
SFB
1106
STAR Financial Bank
Indiana
$550K -$2.2K -25 -0.4%
BFG
1107
Berger Financial Group
Minnesota
$548K -$27.1K -308 -5%
CD
1108
Chapin Davis
Maryland
$547K -$18K -204 -3%
WCA
1109
Westover Capital Advisors
Delaware
$546K – – –
FFM
1110
Fullerton Fund Management
Singapore
$546K -$25.7M -291,553 -98%
WBG
1111
Wharton Business Group
Pennsylvania
$545K -$13.2K -150 -3%
HWA
1112
Heritage Wealth Advisors
Virginia
$544K +$616 +7 +0.1%
CS
1113
Capital Square
Tennessee
$542K – – –
WE
1114
Wealth Effects
Massachusetts
$542K – – –
LSPW
1115
Lake Street Private Wealth
Illinois
$542K -$34.3K -390 -6%
CFP
1116
Catalyst Financial Partners
Massachusetts
$541K +$15.9K +180 +3%
RSS
1117
Rosenblum Silverman Sutton
California
$541K – – –
RWA
1118
Redhawk Wealth Advisors
Minnesota
$539K +$90.3K +1,025 +22%
CA
1119
Calton & Associates
Florida
$538K +$85.2K +967 +20%
BONST
1120
Bank of Nova Scotia Trust
Ontario, Canada
$537K +$14.8K +168 +3%
AWA
1121
Aaron Wealth Advisors
Illinois
$537K +$126K +1,427 +33%
RCA
1122
Ranch Capital Advisors
Florida
$536K -$41.8K -475 -8%
LCGC
1123
Legacy Capital Group California
California
$536K -$19K -216 -4%
MGIA
1124
Moneta Group Investment Advisors
Missouri
$533K -$380K -4,318 -43%
LIA
1125
LS Investment Advisors
Michigan
$532K +$8.81K +100 +2%
43 44
45
46 47