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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
1101
Harvest Fund Management
China
$871K +$594K +4,820 +229%
SAM
1102
Sompo Asset Management
Japan
$866K -$137K -1,110 -14%
RMAM
1103
Raab & Moskowitz Asset Management
New Jersey
$864K +$398K +3,232 +89%
SMA
1104
Sage Mountain Advisors
Georgia
$860K +$84.9K +689 +11%
TWP
1105
Triad Wealth Partners
Kansas
$858K +$840K +6,821 New
HBT
1106
Hills Bank & Trust
Iowa
$855K -$5.54K -45 -0.7%
MGIA
1107
Moneta Group Investment Advisors
Missouri
$851K -$8.99K -73 -1%
AIA
1108
Affinity Investment Advisors
California
$850K – – –
MIM
1109
Morningstar Investment Management
Illinois
$849K -$1.58M -12,843 -66%
JIC
1110
Johnson Investment Counsel
Ohio
$847K +$180K +1,463 +28%
MIC
1111
Meridian Investment Counsel
California
$847K – – –
CFP
1112
Catalyst Financial Partners
Massachusetts
$847K +$11.1K +90 +1%
CH
1113
Canton Hathaway
Rhode Island
$845K – – –
RR
1114
Robotti Robert
$844K -$61.6K -500 -7%
GFP
1115
Gryphon Financial Partners
Ohio
$839K -$40K -325 -5%
IWM
1116
IHT Wealth Management
Illinois
$837K -$260K -2,115 -24%
CA
1117
Claro Advisors
Massachusetts
$836K -$166K -1,347 -17%
RCM
1118
Raleigh Capital Management
North Carolina
$836K -$174K -1,416 -18%
EFMC
1119
Empire Financial Management Company
New York
$833K -$4.06K -33 -0.5%
WBG
1120
Wharton Business Group
Pennsylvania
$833K -$3.08K -25 -0.4%
PTC
1121
Private Trust Company
Ohio
$833K -$105K -852 -11%
SS
1122
Sunbelt Securities
Texas
$832K -$72.9K -592 -8%
CGIM
1123
Capital Group Investment Management
Singapore
$832K – – –
LDB
1124
Lee, Danner & Bass
Tennessee
$832K +$18.8K +153 +2%
HA
1125
Harbor Advisors
Florida
$831K – – –
43 44
45
46 47