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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CHAM
1401
Clear Harbor Asset Management
Connecticut
$424K +$77.1K +626 +23%
PFWA
1402
Paces Ferry Wealth Advisors
Georgia
$422K -$2.09K -17 -0.5%
QFA
1403
Quantum Financial Advisors
California
$420K -$11.5K -93 -3%
LGA
1404
Lebenthal Global Advisors
New York
$420K -$197K -1,598 -32%
JSW
1405
Journey Strategic Wealth
New Jersey
$419K -$6.16K -50 -1%
CPC
1406
Congress Park Capital
New York
$418K -$43.1K -350 -10%
AGWCA
1407
Annis Gardner Whiting Capital Advisors
Florida
$418K +$24.8K +201 +6%
OL
1408
OneFund LLC
Florida
$415K +$4.19K +34 +1%
SBIA
1409
Sheaff Brock Investment Advisors
Indiana
$415K -$540K -4,388 -57%
CIC
1410
Crawford Investment Counsel
Georgia
$413K -$862 -7 -0.2%
PCM
1411
Penserra Capital Management
California
$411K +$387K +3,142 +2,327%
PPC
1412
Park Place Capital
Alabama
$408K -$50.7K -412 -11%
PWM
1413
Proathlete Wealth Management
Florida
$408K +$1.6K +13 +0.4%
GPA
1414
Guerra Pan Advisors
New Jersey
$407K – – –
SIA
1415
Soltis Investment Advisors
Utah
$407K +$113K +918 +40%
APP
1416
Avantax Planning Partners
Iowa
$406K -$5.3K -43 -1%
PWP
1417
Phillips Wealth Planners
Mississippi
$405K -$72.2K -586 -15%
AFA
1418
AA Financial Advisors
Ohio
$404K +$78.5K +637 +25%
AIP
1419
Alexis Investment Partners
Texas
$404K +$396K +3,216 New
FFN
1420
Focus Financial Network
Minnesota
$403K +$7.88K +64 +2%
HFS
1421
Howard Financial Services
Texas
$403K +$74.4K +604 +23%
LMKC
1422
L.M. Kohn & Company
Ohio
$403K +$22.2K +180 +6%
OAM
1423
Ostrum Asset Management
France
$402K -$16.4K -133 -4%
BCM
1424
Brown Capital Management
Maryland
$401K -$71.8K -583 -15%
GFA
1425
Gallagher Fiduciary Advisors
Illinois
$400K +$55.5K +451 +17%
55 56
57
58 59