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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1251
Baker Tilly Wealth Management
Wisconsin
$405K -$606K -6,366 -60%
CC
1252
Corton Capital
Ontario, Canada
$405K -$227K -2,380 -36%
MIS
1253
Morningstar Investment Services
Illinois
$403K +$119K +1,248 +42%
GFG
1254
Goldstone Financial Group
Illinois
$402K +$60.9K +640 +18%
TWP
1255
Triad Wealth Partners
Kansas
$402K +$8.47K +89 +2%
MCA
1256
Millennium Capital Advisors
Arkansas
$402K -$33.7K -354 -8%
AWAP
1257
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$402K – – –
MAM
1258
Morse Asset Management
Connecticut
$401K +$1.9K +20 +0.5%
CRI
1259
Colonial River Investments
Virginia
$400K -$95K -998 -20%
TAM
1260
Titleist Asset Management
Texas
$400K -$16.9K -178 -4%
RP
1261
Riverwater Partners
Wisconsin
$400K -$30.1K -316 -7%
AA
1262
Apriem Advisors
California
$400K +$38.1K +400 +11%
DWP
1263
Daymark Wealth Partners
Ohio
$397K +$389K +4,083 New
PNC
1264
Park National Corp
Ohio
$397K +$1.71K +18 +0.4%
SFP
1265
Shepherd Financial Partners
Massachusetts
$396K +$190 +2 +0%
XSC
1266
X-Square Capital
Puerto Rico
$395K -$23.6K -248 -6%
BCM
1267
Brown Capital Management
Maryland
$395K +$3.71K +39 +1%
PD
1268
Point72 (DIFC)
United Arab Emirates
$395K -$860K -9,036 -69%
PHS
1269
Pekin Hardy Strauss
Illinois
$395K -$57.1K -600 -13%
RIA
1270
Richwood Investment Advisors
Ohio
$394K +$123K +1,291 +47%
AIM
1271
Allen Investment Management
New York
$392K – – –
CH
1272
Cromwell Holdings
Wyoming
$392K +$384K +4,034 New
EFG
1273
Everhart Financial Group
Ohio
$392K +$132K +1,385 +52%
SCM
1274
SOL Capital Management
Maryland
$391K +$85.7K +900 +29%
WA
1275
Waverly Advisors
Alabama
$391K +$35.1K +369 +10%
49 50
51
52 53