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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1451
LCNB Corp
Ohio
$220K – – –
CA
1452
Claro Advisors
Massachusetts
$220K +$223K +2,243 New
GCM
1453
G2 Capital Management
Ohio
$219K +$223K +2,234 New
TW
1454
TrinityPoint Wealth
Connecticut
$218K -$90K -903 -29%
FAFN
1455
First Affirmative Financial Network
Colorado
$217K -$15.4K -155 -7%
SICM
1456
Sustainable Insight Capital Management
New York
$217K -$797 -8 -0.4%
GIM
1457
Groesbeck Investment Management
New Jersey
$216K – – –
SEEDPG
1458
S.E.E.D. Planning Group
New York
$216K – – –
QPWM
1459
Quadrant Private Wealth Management
Pennsylvania
$216K +$219K +2,198 New
SFO
1460
Stokes Family Office
Louisiana
$216K +$219K +2,202 New
LAS
1461
LWM Advisory Services
Florida
$215K +$218K +2,190 New
NCM
1462
Neumann Capital Management
California
$215K +$218K +2,192 New
BO
1463
Bank OZK
Arkansas
$214K -$34.9K -350 -14%
FG
1464
Fiduciary Group
Georgia
$214K – – –
ZIM
1465
Zacks Investment Management
Illinois
$213K -$128K -1,286 -37%
ZIC
1466
ZWJ Investment Counsel
Georgia
$213K – – –
CIAS
1467
Capital Investment Advisory Services
North Carolina
$213K +$216K +2,167 New
BAM
1468
Brave Asset Management
New Jersey
$212K +$5.98K +60 +3%
SCA
1469
Sandy Cove Advisors
Massachusetts
$212K +$215K +2,160 New
RA
1470
RFG Advisory
Alabama
$211K +$214K +2,148 New
IAS
1471
IMA Advisory Services
Colorado
$209K -$25.2K -253 -11%
OA
1472
Operose Advisors
Wisconsin
$209K +$212K +2,124 New
CFGS
1473
Concourse Financial Group Securities
Alabama
$208K -$17.2K -173 -8%
FCM
1474
Firestone Capital Management
Florida
$208K -$15.4K -155 -7%
BEI
1475
Benjamin Edwards Inc
Missouri
$208K +$12.6K +126 +6%
57 58
59
60 61