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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BF
1101
bLong Financial
Tennessee
$1.5M -$16.7K -100 -1%
CP
1102
CenterBook Partners
Connecticut
$1.5M +$14.7K +88 +1%
IA
1103
Integrity Alliance
Iowa
$1.49M +$845K +5,063 +151%
CI
1104
CX Institutional
Indiana
$1.48M -$7.67K -46 -0.6%
RZH
1105
Relyea Zuckerberg Hanson
Connecticut
$1.47M -$120K -722 -8%
VA
1106
Verdad Advisers
Massachusetts
$1.47M +$1.38M +8,300 New
BHPW
1107
Beverly Hills Private Wealth
California
$1.47M -$32.4K -194 -2%
BFIM
1108
Beese Fulmer Investment Management
Ohio
$1.47M -$77.1K -462 -5%
SDAM
1109
Shulman DeMeo Asset Management
New York
$1.47M +$4.5K +27 +0.3%
JSW
1110
Journey Strategic Wealth
New Jersey
$1.47M +$12.5K +75 +0.9%
SRC
1111
Sage Rhino Capital
California
$1.46M -$72.7K -436 -5%
EGA
1112
E&G Advisors
Texas
$1.45M – – –
HA
1113
Herold Advisors
New York
$1.45M -$8.01K -48 -0.6%
FFM
1114
Fisher Funds Management
New Zealand
$1.45M – – –
TWP
1115
Triad Wealth Partners
Kansas
$1.45M +$147K +884 +12%
CAMG
1116
CWA Asset Management Group
Florida
$1.44M +$185K +1,111 +16%
FMP
1117
Financial Management Professionals
Texas
$1.44M +$10.2K +61 +0.8%
HPC
1118
HM Payson & Co
Maine
$1.44M -$102K -612 -7%
RCA
1119
Resonant Capital Advisors
Wisconsin
$1.43M +$22.5K +135 +2%
AT
1120
Avalon Trust
New Mexico
$1.43M -$3K -18 -0.2%
CP
1121
Clarendon Private
Massachusetts
$1.43M -$11.5K -69 -0.9%
WCA
1122
Westover Capital Advisors
Delaware
$1.43M +$83.4K +500 +7%
MWM
1123
Modera Wealth Management
New Jersey
$1.42M +$84.4K +506 +7%
IRC
1124
Investors Research Corp
Georgia
$1.42M -$242K -1,450 -15%
PMWMG
1125
Parr McKnight Wealth Management Group
Minnesota
$1.42M +$1.34M +8,006 New
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