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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
1201
Cable Hill Partners
Oregon
$466K +$457K +4,797 New
LAM
1202
L2 Asset Management
Massachusetts
$465K +$31.6K +332 +7%
NA
1203
Nottingham Advisors
New York
$465K +$455K +4,784 New
CB
1204
CNB Bank
Pennsylvania
$464K -$269K -2,826 -37%
EA
1205
Everpar Advisors
Oklahoma
$464K -$18.2K -191 -4%
MW
1206
Marcum Wealth
Ohio
$462K +$12.4K +130 +3%
WH
1207
Willner & Heller
California
$461K -$35.6K -374 -7%
BONST
1208
Bank of Nova Scotia Trust
Ontario, Canada
$459K -$92.6K -973 -17%
ECM
1209
Evergreen Capital Management
Washington
$459K +$97.9K +1,028 +28%
I2I
1210
Insight 2811 Inc
Illinois
$459K – – –
ACM
1211
AlphaStar Capital Management
North Carolina
$456K +$115K +1,205 +35%
MWM
1212
Mosley Wealth Management
California
$455K -$15.2K -160 -3%
MG
1213
Marex Group
$451K +$442K +4,644 New
MBTD
1214
Mechanics Bank - Trust Department
California
$451K +$221K +2,317 +100%
SCM
1215
Suvretta Capital Management
New York
$448K -$288K -3,030 -40%
PFPT
1216
Pinnacle Financial Partners (Tennessee)
Tennessee
$448K +$27.9K +293 +7%
MFWP
1217
Mosaic Family Wealth Partners
Missouri
$448K -$3.81K -40 -0.9%
SSWM
1218
Strait & Sound Wealth Management
California
$447K +$155K +1,624 +55%
PCMC
1219
Private Capital Management (Colorado)
Colorado
$446K +$37.1K +390 +9%
DIP
1220
DT Investment Partners
Pennsylvania
$441K – – –
AGP
1221
Autumn Glory Partners
Texas
$441K – – –
ZB
1222
Zions Bancorporation
Utah
$439K -$46.4K -487 -10%
WOC
1223
West Oak Capital
California
$439K -$365K -3,832 -46%
HSA
1224
HBK Sorce Advisory
Pennsylvania
$438K +$5.71K +60 +1%
SVWAG
1225
Sound View Wealth Advisors Group
Georgia
$437K +$19.8K +208 +5%
47 48
49
50 51