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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
JF
1101
Jump Financial
Illinois
$618K -$449K -4,456 -43%
NHC
1102
Nicholas Hoffman & Company
Georgia
$618K – – –
FDS
1103
First Dallas Securities
Texas
$616K -$131K -1,300 -18%
SWP
1104
Strategic Wealth Partners
Ohio
$615K +$29.1K +289 +5%
RAM
1105
Ramirez Asset Management
New York
$614K – – –
M1FG
1106
Mach-1 Financial Group
Arkansas
$612K -$17.7K -176 -3%
FAT
1107
First American Trust
California
$611K -$15.3K -152 -3%
TCM
1108
Tributary Capital Management
Nebraska
$610K -$18.1K -180 -3%
RLIM
1109
Red Lighthouse Investment Management
New York
$609K -$101 -1 -0%
VF
1110
Vest Financial
Virginia
$609K +$588K +5,841 New
SC
1111
Syon Capital
California
$608K +$14.3K +142 +2%
BFG
1112
Berger Financial Group
Minnesota
$608K +$6.55K +65 +1%
TCM
1113
Teza Capital Management
Illinois
$605K -$7.3M -72,531 -93%
FHA
1114
Flagship Harbor Advisors
Massachusetts
$605K +$41.4K +411 +8%
SRC
1115
Shufro Rose & Co
New York
$605K – – –
CIC
1116
Chase Investment Counsel
Virginia
$604K +$26.6K +264 +5%
CFMC
1117
Curbstone Financial Management Corp
New Hampshire
$602K -$5.64K -56 -1%
PWLP
1118
Prio Wealth Limited Partnership
Massachusetts
$601K – – –
LA
1119
Legacy Advisors
Pennsylvania
$598K +$80K +794 +16%
ACM
1120
Aljian Capital Management
Nevada
$598K +$577K +5,734 New
LA
1121
LM Advisors
California
$596K -$604K -6,000 -51%
PP
1122
PDS Planning
Ohio
$596K +$11.6K +115 +2%
SVWAG
1123
Sound View Wealth Advisors Group
Georgia
$595K +$122K +1,211 +27%
WE
1124
Wealth Effects
Massachusetts
$594K – – –
WCM
1125
Washburn Capital Management
Florida
$592K -$90.2K -896 -14%
43 44
45
46 47