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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SGI
1326
Summit Global Investments
Utah
$249K +$4.95K +50 +2%
UF
1327
Univest Financial
Pennsylvania
$249K +$4.95K +50 +2%
CIS
1328
Capital International Sarl
California
$248K -$19.7K -199 -7%
TC
1329
Tatro Capital
Kentucky
$248K -$5.65K -57 -2%
RPSA
1330
Richard P. Slaughter Associates
Texas
$247K -$1.84M -18,546 -88%
MFG
1331
Menard Financial Group
Texas
$247K +$252K +2,540 New
BO
1332
Bank OZK
Arkansas
$246K -$29.7K -300 -11%
CW
1333
CreativeOne Wealth
Kansas
$245K +$21.6K +218 +9%
CQS
1334
Credential Qtrade Securities
$245K -$41.5K -419 -14%
BOPW
1335
Brandywine Oak Private Wealth
Pennsylvania
$244K +$396 +4 +0.2%
NEWAS
1336
N.E.W. Advisory Services
Wisconsin
$244K +$13.1K +132 +6%
CL
1337
Choreo LLC
Illinois
$244K +$249K +2,510 New
CCFM
1338
Clear Creek Financial Management
Washington
$243K – – –
HCM
1339
Highlander Capital Management
New Jersey
$243K – – –
KS
1340
Karpas Strategies
Connecticut
$243K – – –
SC
1341
Sepio Capital
Utah
$243K +$248K +2,502 New
WP
1342
WealthSource Partners
California
$241K -$182K -1,836 -43%
VCG
1343
Vantage Consulting Group
Virginia
$241K -$29.1K -294 -11%
CLOS
1344
Compagnie Lombard Odier SCmA
Switzerland
$240K – – –
ESB
1345
Essex Savings Bank
Connecticut
$239K -$6.04K -61 -3%
CAI
1346
Capital Advisors Inc
Oklahoma
$239K +$25.3K +255 +12%
SBL
1347
Sargent Bickham Lagudis
Colorado
$238K – – –
RW
1348
REDW Wealth
New Mexico
$237K – – –
BTW
1349
Boston Trust Walden
Massachusetts
$236K – – –
HI
1350
Harrington Investments
California
$236K +$240K +2,425 New
52 53
54
55 56