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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
VNIM
1101
Vaughan Nelson Investment Management
Texas
$1.45M – – –
SOS
1102
Silver Oak Securities
Tennessee
$1.43M -$69.4K -401 -4%
IWA
1103
Icon Wealth Advisors
Texas
$1.43M +$2.08K +12 +0.2%
CC
1104
Carlson Capital
Texas
$1.43M +$1.5M +8,682 New
TWP
1105
Triad Wealth Partners
Kansas
$1.42M +$87.4K +505 +6%
NCM
1106
NCM Capital Management
New Jersey
$1.42M -$40.2K -232 -3%
NED
1107
Nancy E. Dempze
$1.41M – – –
CFO
1108
CVA Family Office
Colorado
$1.41M +$108K +624 +8%
FHC
1109
First Horizon Corporation
Tennessee
$1.41M -$13K -75 -0.9%
NVIM
1110
New Vernon Investment Management
Illinois
$1.41M – – –
IA
1111
Integrity Alliance
Iowa
$1.4M +$15.2K +88 +1%
BFIM
1112
Beese Fulmer Investment Management
Ohio
$1.39M +$30.5K +176 +2%
KWM
1113
Kingsview Wealth Management
Oregon
$1.39M +$138K +798 +10%
SWM
1114
Spire Wealth Management
Virginia
$1.39M -$57.1K -330 -4%
TSWM
1115
Triangle Securities Wealth Management
North Carolina
$1.39M -$69.6K -402 -5%
FFP
1116
FourThought Financial Partners
Florida
$1.39M -$23.9K -138 -2%
BB
1117
Busey Bank
Illinois
$1.38M -$130K -751 -8%
BF
1118
bLong Financial
Tennessee
$1.38M -$17.3K -100 -1%
JSW
1119
Journey Strategic Wealth
New Jersey
$1.37M +$17.1K +99 +1%
AA
1120
Advisory Alpha
Michigan
$1.37M +$133K +766 +10%
SDAM
1121
Shulman DeMeo Asset Management
New York
$1.37M +$1.9K +11 +0.1%
EDRH
1122
Edmond de Rothschild Holding
Switzerland
$1.36M -$290K -1,674 -17%
FHA
1123
Flagship Harbor Advisors
Massachusetts
$1.36M +$614K +3,549 +75%
SRC
1124
Sage Rhino Capital
California
$1.36M +$7.44K +43 +0.5%
WBC
1125
West Branch Capital
Massachusetts
$1.35M +$331K +1,914 +30%
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