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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1226
Powell Investment Advisors
Florida
$405K +$3.7K +42 +1%
TAM
1227
Titleist Asset Management
Texas
$404K -$198K -2,246 -34%
SVWAG
1228
Sound View Wealth Advisors Group
Georgia
$404K -$7.04K -80 -2%
IA
1229
IFP Advisors
Florida
$404K -$240K -2,730 -39%
ANBTV
1230
American National Bank & Trust (Virginia)
Virginia
$402K +$376K +4,269 New
FFG
1231
Fortem Financial Group
California
$398K +$54.6K +620 +17%
SM
1232
Salzhauer Michael
$398K – – –
PCMC
1233
Private Capital Management (Colorado)
Colorado
$395K +$89.8K +1,020 +32%
XSC
1234
X-Square Capital
Puerto Rico
$392K +$88 +1 +0%
SCI
1235
Silver Coast Investments
United States
$391K -$1.41K -16 -0.4%
MCCA
1236
Mill Creek Capital Advisors
Pennsylvania
$390K +$14.2K +161 +4%
AWAP
1237
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$389K – – –
JCIA
1238
Jackson Creek Investment Advisors
Colorado
$389K -$19.6K -223 -5%
MAM
1239
Morse Asset Management
Connecticut
$387K -$7.93K -90 -2%
SFP
1240
Shepherd Financial Partners
Massachusetts
$384K +$352 +4 +0.1%
H
1241
HoyleCohen
California
$383K +$616 +7 +0.2%
PNC
1242
Park National Corp
Ohio
$382K +$39.1K +444 +12%
TWP
1243
Triad Wealth Partners
Kansas
$381K +$356K +4,047 New
AIM
1244
Allen Investment Management
New York
$380K – – –
BCM
1245
Brown Capital Management
Maryland
$379K -$2.64K -30 -0.7%
AWM
1246
Angeles Wealth Management
California
$375K +$105K +1,190 +43%
HIC
1247
Holderness Investments Company
North Carolina
$374K – – –
DWM
1248
Destination Wealth Management
California
$373K +$7.66K +87 +2%
VFA
1249
Voya Financial Advisors
Connecticut
$373K -$192K -2,175 -35%
MAWA
1250
Moss Adams Wealth Advisors
Washington
$372K +$348K +3,946 New
48 49
50
51 52