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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
1326
DF Dent & Co
Maryland
$689K +$353K +2,390 +123%
HIM
1327
Hillsdale Investment Management
Ontario, Canada
$688K +$639K +4,330 New
SMA
1328
Seven Mile Advisory
New Jersey
$685K +$193K +1,310 +44%
PIA
1329
Perennial Investment Advisors
California
$685K -$52.6K -356 -8%
CW
1330
Code Waechter
Florida
$684K -$4.43K -30 -0.7%
PFT
1331
Providence First Trust
Arizona
$681K – – –
PCG
1332
Prosperity Consulting Group
Maryland
$681K +$110K +744 +21%
BP
1333
BNP Paribas
France
$679K – – –
SW
1334
Simplicity Wealth
New Jersey
$679K -$455K -3,080 -42%
TC
1335
TFR Capital
Texas
$679K -$34K -230 -5%
RDWM
1336
Red Door Wealth Management
Tennessee
$679K – – –
BCA
1337
Bay Capital Advisors
Virginia
$677K – – –
SRC
1338
Shufro Rose & Co
New York
$675K – – –
CAIM
1339
Catherine Avery Investment Management
Florida
$673K – – –
BTD
1340
BankPlus Trust Department
Mississippi
$673K – – –
MCA
1341
Millennium Capital Advisors
Arkansas
$670K – – –
GC
1342
GFG Capital
Florida
$667K – – –
PCM
1343
Prelude Capital Management
New York
$666K +$174K +1,176 +39%
MC
1344
Moors & Cabot
Massachusetts
$665K -$14K -95 -2%
EC
1345
EntryPoint Capital
New York
$665K +$618K +4,182 New
CSPIA
1346
Cary Street Partners Investment Advisory
Virginia
$665K +$20.1K +136 +3%
KIA
1347
Knollwood Investment Advisory
Maryland
$665K -$11.4K -77 -2%
FFBTD
1348
First Financial Bank - Trust Division
Ohio
$664K – – –
GAM
1349
Grandview Asset Management
Pennsylvania
$664K +$394K +2,670 +177%
FCG
1350
Fielder Capital Group
Tennessee
$661K +$1.92K +13 +0.3%
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