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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIM
1326
Catalyst Investment Management
New Hampshire
$898K – – –
SW
1327
Simplicity Wealth
New Jersey
$896K +$180K +1,038 +24%
MBTD
1328
Mechanics Bank - Trust Department
California
$896K -$7.79K -45 -0.8%
FSA
1329
Fort Sheridan Advisors
Illinois
$894K +$12.5K +72 +1%
RMDI
1330
R.M. Davis Inc
Maine
$893K -$155K -898 -14%
HT
1331
Headlands Technologies
Illinois
$889K -$1.72M -9,955 -65%
FAL
1332
Focused Alpha LLC
Colorado
$887K +$22.7K +131 +2%
BCPE
1333
Bain Capital Public Equity
Massachusetts
$886K +$932K +5,383 New
UCB
1334
United Community Bank
South Carolina
$885K +$42.4K +245 +5%
MW
1335
MBL Wealth
North Carolina
$884K +$21.6K +125 +2%
SIA
1336
SGL Investment Advisors
Montana
$882K -$15.8K -91 -2%
AC
1337
Apella Capital
Connecticut
$881K +$140K +807 +21%
QWP
1338
Quotient Wealth Partners
Texas
$880K +$24.1K +139 +3%
KP
1339
Keel Point
Alabama
$879K -$303K -1,748 -25%
CP
1340
Canopy Partners
Ohio
$879K -$18.7K -108 -2%
RFA
1341
Resurgent Financial Advisors
Georgia
$876K -$138K -796 -13%
DWA
1342
Douglass Winthrop Advisors
New York
$873K -$7.62K -44 -0.8%
AF
1343
Advisornet Financial
Minnesota
$870K +$1.04K +6 +0.1%
TWM
1344
Tradition Wealth Management
Minnesota
$870K +$53.3K +308 +6%
RLIM
1345
Red Lighthouse Investment Management
New York
$869K +$915K +5,283 New
PWPS
1346
Pinnacle Wealth Planning Services
Ohio
$869K +$149K +860 +19%
QP
1347
Quilter Plc
United Kingdom
$867K +$53.8K +311 +6%
TWM
1348
TriaGen Wealth Management
California
$867K – – –
MFWP
1349
Mosaic Family Wealth Partners
Missouri
$862K +$120K +695 +15%
FFO
1350
Fiduciary Family Office
Florida
$861K +$428K +2,470 +89%
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