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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIM
1101
Sentry Investment Management
Wisconsin
$588K -$118K -1,239 -17%
M1FG
1102
Mach-1 Financial Group
Arkansas
$587K +$54.2K +569 +10%
OIM
1103
Orca Investment Management
Oregon
$587K -$2.76K -29 -0.5%
TCM
1104
Tributary Capital Management
Nebraska
$586K +$309K +3,250 +117%
FAT
1105
First American Trust
California
$584K +$54.2K +569 +10%
ERIC
1106
Eagle Rock Investment Company
Georgia
$583K – – –
WWM
1107
Western Wealth Management
Colorado
$582K -$38.9K -409 -6%
RMDI
1108
R.M. Davis Inc
Maine
$581K +$98.4K +1,034 +21%
MGIA
1109
Moneta Group Investment Advisors
Missouri
$580K +$29.7K +312 +6%
RCA
1110
Ranch Capital Advisors
Florida
$580K +$26.1K +274 +5%
MC
1111
Moors & Cabot
Massachusetts
$580K -$57.4K -603 -9%
CGIM
1112
Capital Group Investment Management
Singapore
$578K – – –
IWA
1113
Icon Wealth Advisors
Texas
$576K -$63.5K -667 -11%
NHC
1114
Nicholas Hoffman & Company
Georgia
$576K +$190 +2 +0%
RAM
1115
Ramirez Asset Management
New York
$572K -$200K -2,100 -26%
HPC
1116
HM Payson & Co
Maine
$571K -$21.9K -230 -4%
RLIM
1117
Red Lighthouse Investment Management
New York
$568K -$14.8K -156 -3%
CFMC
1118
Curbstone Financial Management Corp
New Hampshire
$567K +$19K +200 +4%
UAML
1119
US Asset Management LLC
Pennsylvania
$566K -$27.7K -291 -5%
SMA
1120
Sage Mountain Advisors
Georgia
$565K +$142K +1,492 +35%
WCA
1121
Westover Capital Advisors
Delaware
$564K – – –
FFM
1122
Fullerton Fund Management
Singapore
$564K – – –
WBG
1123
Wharton Business Group
Pennsylvania
$563K – – –
HWA
1124
Heritage Wealth Advisors
Virginia
$562K +$571 +6 +0.1%
BFG
1125
Berger Financial Group
Minnesota
$561K -$5.14K -54 -0.9%
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