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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1126
Sather Financial Group
Texas
$1.42M +$53.9K +323 +4%
MWM
1127
Mission Wealth Management
California
$1.42M +$19.2K +115 +1%
NAS
1128
Nicolet Advisory Services
Wisconsin
$1.42M +$20.2K +121 +2%
WWM
1129
Western Wealth Management
Colorado
$1.42M +$20.2K +121 +2%
MYLI
1130
Meiji Yasuda Life Insurance
Japan
$1.41M -$113K -680 -8%
SPF
1131
South Plains Financial
Texas
$1.41M +$92.7K +556 +8%
CFO
1132
CVA Family Office
Colorado
$1.41M +$3K +18 +0.2%
TM
1133
TigerOak Management
New Mexico
$1.41M – – –
SMA
1134
Sage Mountain Advisors
Georgia
$1.41M -$15.2K -91 -1%
STS
1135
SG Trading Solutions
Utah
$1.41M +$1.32M +7,918 New
TCM
1136
Tandem Capital Management
New Jersey
$1.41M +$1.32M +7,916 New
RIL
1137
Rothschild Investment LLC
Illinois
$1.4M +$24.7K +148 +2%
LIM
1138
Longfellow Investment Management
Massachusetts
$1.4M – – –
LC
1139
Lawood & Co
Pennsylvania
$1.4M +$1.31M +7,871 New
EB
1140
Eastern Bank
Massachusetts
$1.4M -$69.6K -417 -5%
PFSC
1141
Peoples Financial Services Corp
Pennsylvania
$1.39M -$107K -640 -8%
CCM
1142
Corsair Capital Management
New York
$1.39M +$167 +1 +0%
PTC
1143
Private Trust Company
Ohio
$1.39M +$32K +192 +3%
BCG
1144
Breakwater Capital Group
New Jersey
$1.38M -$24.2K -145 -2%
SWA
1145
Stratos Wealth Advisors
Ohio
$1.38M -$43.9K -263 -3%
QT
1146
Quantbot Technologies
New York
$1.37M -$1.56M -9,361 -55%
TPI
1147
Trust Point Inc
Wisconsin
$1.37M -$65.4K -392 -5%
PW
1148
Paladin Wealth
Minnesota
$1.36M -$119K -712 -8%
CIM
1149
CIM Investment Management
Pennsylvania
$1.36M – – –
OCM
1150
Orion Capital Management
California
$1.36M -$8.34K -50 -0.6%
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