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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NLGIA
1476
Nippon Life Global Investors Americas
New York
$724K +$681K +4,080 New
DAM
1477
Directional Asset Management
Illinois
$724K +$680K +4,077 New
WA1
1478
Wimmer Associates 1
California
$723K – – –
MPWS
1479
McCarter Private Wealth Services
Massachusetts
$722K +$149K +895 +28%
XSC
1480
X-Square Capital
Puerto Rico
$722K – – –
EWA
1481
Exencial Wealth Advisors
Oklahoma
$721K +$15.5K +93 +2%
SEIA
1482
Signature Estate & Investment Advisors
California
$720K -$53.9K -323 -7%
WPC
1483
Waters Parkerson & Co
Louisiana
$719K – – –
AFA
1484
AA Financial Advisors
Ohio
$717K +$4.17K +25 +0.6%
CH
1485
Cromwell Holdings
Wyoming
$716K – – –
AFT
1486
Alpha Family Trust
California
$715K – – –
NHT
1487
New Hampshire Trust
New Hampshire
$713K -$119K -714 -15%
AGWCA
1488
Annis Gardner Whiting Capital Advisors
Florida
$713K +$42.4K +254 +7%
WWM
1489
Whalen Wealth Management
Nevada
$704K +$661K +3,964 New
3IP
1490
3Chopt Investment Partners
Virginia
$702K +$1.83K +11 +0.3%
PIA
1491
Perennial Investment Advisors
California
$702K -$58.4K -350 -8%
CA
1492
Claro Advisors
Massachusetts
$702K -$2.17K -13 -0.3%
BWA
1493
Basecamp Wealth Advisors
Washington
$697K +$655K +3,928 New
KSB
1494
Kennebec Savings Bank
Maine
$695K +$10K +60 +2%
LGA
1495
Lebenthal Global Advisors
New York
$695K +$83.9K +503 +15%
WI
1496
WrapManager Inc
California
$694K -$111K -665 -15%
SCM
1497
SOL Capital Management
Maryland
$688K – – –
BAM
1498
Broyhill Asset Management
North Carolina
$686K – – –
AC
1499
Apella Capital
Connecticut
$685K +$65.4K +392 +11%
CBT
1500
Crews Bank & Trust
Florida
$685K – – –
58 59
60
61 62