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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LG
1476
Leuthold Group
Minnesota
$899K -$13.2M -66,701 -94%
TC
1477
TFR Capital
Texas
$899K +$11.1K +56 +1%
FFG
1478
Fortem Financial Group
California
$896K -$19.8K -100 -2%
FBT
1479
First Bank & Trust
South Dakota
$893K -$53.9K -272 -6%
FFG
1480
Frisch Financial Group
New York
$891K +$84.8K +428 +11%
BFG
1481
Beacon Financial Group
Texas
$888K -$192K -972 -19%
WTC
1482
WhitTier Trust Company
Nevada
$888K -$58.4K -295 -7%
FCG
1483
Fielder Capital Group
Tennessee
$888K +$3.37K +17 +0.4%
MCA
1484
Millennium Capital Advisors
Arkansas
$887K – – –
BB
1485
Bell Bank
North Dakota
$887K -$13.3K -67 -2%
AA
1486
Apriem Advisors
California
$887K -$39.6K -200 -5%
CAM
1487
Congress Asset Management
Massachusetts
$886K -$662K -3,345 -44%
CA
1488
Claro Advisors
Massachusetts
$885K +$19.8K +100 +2%
JFGLC
1489
Johnson Financial Group LLC (Colorado)
Colorado
$884K +$473K +2,391 +130%
LWM
1490
Lionsbridge Wealth Management
Florida
$883K +$837K +4,225 New
CCG
1491
Cypress Capital Group
Florida
$877K +$503K +2,539 +153%
PBO
1492
Peoples Bank (Ohio)
Ohio
$876K -$48.3K -244 -6%
PCMNC
1493
Piedmont Capital Management (North Carolina)
North Carolina
$875K -$3.96K -20 -0.5%
HIC
1494
Holderness Investments Company
North Carolina
$867K +$4.36K +22 +0.5%
LWM
1495
Langley Wealth Management
Mississippi
$867K +$821K +4,148 New
KC
1496
Kepler Cheuvreux
$867K -$285K -1,440 -26%
AWAP
1497
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$864K – – –
RWM
1498
Riverbend Wealth Management
South Carolina
$864K +$22.2K +112 +3%
PCA
1499
Pallas Capital Advisors
Massachusetts
$863K +$59.6K +301 +8%
WB
1500
Webster Bank
Connecticut
$860K +$82.8K +418 +11%
58 59
60
61 62