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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1151
Burke & Herbert Bank & Trust
Virginia
$723K – – –
TPW
1152
Transatlantique Private Wealth
New York
$723K -$132K -1,023 -14%
BMO
1153
Beck Mack & Oliver
New York
$715K +$467K +3,625 +145%
AA
1154
Alta Advisers
United Kingdom
$713K +$258K +2,000 +49%
SC
1155
Scholtz & Company
Connecticut
$713K +$788K +6,115 New
BFG
1156
Berger Financial Group
Minnesota
$712K +$33.2K +258 +4%
CA
1157
Claro Advisors
Massachusetts
$712K -$70.1K -544 -8%
RSS
1158
Rosenblum Silverman Sutton
California
$710K +$9.28K +72 +1%
CIAS
1159
CFS Investment Advisory Services
New Jersey
$710K -$25.9K -201 -3%
BA
1160
Bridgewater Advisors
New York
$710K +$787K +6,109 New
PP
1161
PDS Planning
Ohio
$709K +$55.5K +431 +8%
GFG
1162
Goldstone Financial Group
Illinois
$708K +$21.6K +168 +3%
CG
1163
Clifford Group
Massachusetts
$707K -$62.9K -488 -7%
CAU
1164
Caxton Associates (UK)
$705K +$778K +6,039 New
AIM
1165
Anchor Investment Management
South Carolina
$701K +$106K +825 +16%
LFA
1166
Legacy Financial Advisors
Kentucky
$701K -$45.4K -352 -6%
ERIC
1167
Eagle Rock Investment Company
Georgia
$700K – – –
ECM
1168
Evergreen Capital Management
Washington
$696K +$68.9K +535 +10%
BFG
1169
Beacon Financial Group
Texas
$696K -$127K -989 -14%
BC
1170
Bridgefront Capital
Texas
$694K +$767K +5,949 New
HSA
1171
HBK Sorce Advisory
Pennsylvania
$693K +$52.1K +404 +7%
WA
1172
Wealth Alliance
New York
$691K -$194K -1,506 -20%
DWM
1173
Diversify Wealth Management
Utah
$690K -$17.4K -135 -2%
KP
1174
Keel Point
Alabama
$688K +$81.6K +633 +12%
RAM
1175
Ramirez Asset Management
New York
$687K – – –
45 46
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48 49