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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
1351
Salzhauer Michael
$582K -$11.5K -94 -2%
FAT
1352
First American Trust
California
$581K +$35.6K +290 +8%
AWM
1353
Atticus Wealth Management
Florida
$581K +$402K +3,272 +385%
KF
1354
KKM Financial
Illinois
$578K -$5.65K -46 -1%
WPC
1355
Waters Parkerson & Co
Louisiana
$578K +$129K +1,050 +34%
SWA
1356
Sax Wealth Advisors
New Jersey
$576K +$126K +1,025 +33%
TPA
1357
Trivium Point Advisory
Connecticut
$574K +$79K +643 +19%
SMWM
1358
Silvia McColl Wealth Management
California
$573K – – –
XSC
1359
X-Square Capital
Puerto Rico
$573K +$123 +1 +0%
SFP
1360
Shepherd Financial Partners
Massachusetts
$571K +$246 +2 +0%
DCM
1361
DGS Capital Management
New Jersey
$571K -$45.7K -372 -8%
CSPIA
1362
Cary Street Partners Investment Advisory
Virginia
$570K +$37.5K +305 +8%
CH
1363
Cromwell Holdings
Wyoming
$568K – – –
BWP
1364
Burling Wealth Partners
Illinois
$568K +$495K +4,030 New
AFA
1365
AA Financial Advisors
Ohio
$567K +$99.7K +812 +25%
AFT
1366
Alpha Family Trust
California
$567K +$494K +4,025 New
SIM
1367
Sentry Investment Management
Wisconsin
$566K – – –
FCH
1368
Freestone Capital Holdings
Washington
$564K -$737 -6 -0.1%
VHAM
1369
Van Hulzen Asset Management
California
$563K +$80.6K +656 +20%
AWM
1370
Aprio Wealth Management
Georgia
$563K +$31.1K +253 +7%
3IP
1371
3Chopt Investment Partners
Virginia
$561K -$27.4K -223 -5%
AWA
1372
Amplius Wealth Advisors
Pennsylvania
$556K +$10.3K +84 +2%
ICP
1373
Impact Capital Partners
Colorado
$556K -$56.4K -459 -10%
AIM
1374
Allen Investment Management
New York
$556K -$11.1K -90 -2%
WB
1375
Webster Bank
Connecticut
$554K -$48K -391 -9%
53 54
55
56 57