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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
1351
Oxford Asset Management
United Kingdom
$485K +$475K +3,855 New
AWA
1352
Amplius Wealth Advisors
Pennsylvania
$484K – – –
CBT
1353
Crews Bank & Trust
Florida
$481K +$471K +3,822 New
TIA
1354
Tiemann Investment Advisors
California
$480K -$24.6K -200 -5%
DJSG
1355
D.J. St. Germain
Massachusetts
$480K +$142K +1,150 +43%
SC
1356
Sapient Capital
Indiana
$478K -$36.9K -300 -7%
CTC
1357
Cetera Trust Company
Minnesota
$478K – – –
CWG
1358
Cornerstone Wealth Group
North Carolina
$478K +$12.2K +99 +3%
BWP
1359
Balboa Wealth Partners
Arizona
$478K +$468K +3,801 New
MSA
1360
Marino Stram & Associates
Massachusetts
$476K -$1.72K -14 -0.4%
BI
1361
Bolthouse Investments
California
$476K +$466K +3,785 New
JCIA
1362
Jackson Creek Investment Advisors
Colorado
$474K -$13.5K -110 -3%
CFG
1363
Cooper Financial Group
California
$474K +$50.1K +407 +12%
JCM
1364
Jacobi Capital Management
Pennsylvania
$473K -$616 -5 -0.1%
FCH
1365
Freestone Capital Holdings
Washington
$472K +$18.7K +152 +4%
RIA
1366
Richwood Investment Advisors
Ohio
$472K – – –
MTIC
1367
Missouri Trust & Investment Company
Missouri
$471K – – –
ACG
1368
Allen Capital Group
Nebraska
$471K +$59.5K +483 +15%
SFP
1369
Shepherd Financial Partners
Massachusetts
$471K -$40.6K -330 -8%
SIC
1370
Samalin Investment Counsel
New York
$466K +$862 +7 +0.2%
FFG
1371
Frisch Financial Group
New York
$464K -$17.1K -139 -4%
CWM
1372
Centric Wealth Management
Illinois
$462K -$27.1K -220 -6%
BAM
1373
Broyhill Asset Management
North Carolina
$461K +$452K +3,667 New
WSCM
1374
Wellington Shields Capital Management
New York
$460K +$6.16K +50 +1%
OCM
1375
One Capital Management
California
$459K – – –
53 54
55
56 57