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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1476
Bell Bank
North Dakota
$887K -$13.3K -67 -2%
AA
1477
Apriem Advisors
California
$887K -$39.6K -200 -5%
CAM
1478
Congress Asset Management
Massachusetts
$886K -$662K -3,345 -44%
CA
1479
Claro Advisors
Massachusetts
$885K +$19.8K +100 +2%
JFGLC
1480
Johnson Financial Group LLC (Colorado)
Colorado
$884K +$473K +2,391 +130%
LWM
1481
Lionsbridge Wealth Management
Florida
$883K +$837K +4,225 New
CCG
1482
Cypress Capital Group
Florida
$877K +$503K +2,539 +153%
PBO
1483
Peoples Bank (Ohio)
Ohio
$876K -$48.3K -244 -6%
PCMNC
1484
Piedmont Capital Management (North Carolina)
North Carolina
$875K -$3.96K -20 -0.5%
HIC
1485
Holderness Investments Company
North Carolina
$867K +$4.36K +22 +0.5%
LWM
1486
Langley Wealth Management
Mississippi
$867K +$821K +4,148 New
KC
1487
Kepler Cheuvreux
$867K -$285K -1,440 -26%
AWAP
1488
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$864K – – –
RWM
1489
Riverbend Wealth Management
South Carolina
$864K +$22.2K +112 +3%
PCA
1490
Pallas Capital Advisors
Massachusetts
$863K +$59.6K +301 +8%
WB
1491
Webster Bank
Connecticut
$860K +$82.8K +418 +11%
PNC
1492
Park National Corp
Ohio
$860K -$7.72K -39 -0.9%
SAM
1493
Strategy Asset Managers
California
$856K +$1.19K +6 +0.1%
BMCM
1494
Bryn Mawr Capital Management
Pennsylvania
$856K +$41.8K +211 +5%
KF
1495
KKM Financial
Illinois
$856K – – –
XSC
1496
X-Square Capital
Puerto Rico
$855K +$1.98K +10 +0.2%
SM
1497
Salzhauer Michael
$853K -$9.9K -50 -1%
SC
1498
Sepio Capital
Utah
$852K -$675K -3,409 -46%
MHR
1499
Matthew Hamilton Rosenberg
$850K +$29.9K +151 +4%
TP
1500
TritonPoint Partners
Maryland
$850K +$805K +4,066 New
58 59
60
61 62