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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
1476
Richwood Investment Advisors
Ohio
$676K +$69.3K +400 +11%
MAMU
1477
Myriad Asset Management US
Florida
$674K -$34.8K -201 -5%
SAM
1478
Strategy Asset Managers
California
$673K +$708K +4,090 New
SWM
1479
SeaCrest Wealth Management
New York
$673K -$110K -635 -13%
XSC
1480
X-Square Capital
Puerto Rico
$671K +$2.6K +15 +0.4%
DE
1481
Defiance ETFs
New York
$671K +$705K +4,075 New
BBA
1482
Baader Bank Aktiengesellschaft
Germany
$669K -$8.14K -47 -1%
SFP
1483
Shepherd Financial Partners
Massachusetts
$667K -$13.2K -76 -2%
WPC
1484
Waters Parkerson & Co
Louisiana
$667K – – –
CH
1485
Cromwell Holdings
Wyoming
$664K – – –
AFT
1486
Alpha Family Trust
California
$662K – – –
BCA
1487
Bay Capital Advisors
Virginia
$662K -$40.9K -236 -6%
BWG
1488
Beta Wealth Group
California
$662K -$86.4K -499 -11%
RWM
1489
Riverbend Wealth Management
South Carolina
$661K -$135K -778 -16%
BOA
1490
Birnam Oak Advisors
New York
$658K +$693K +4,000 New
EGM
1491
Encore Global Management
Texas
$658K +$693K +4,000 New
SW
1492
SVB Wealth
Massachusetts
$656K -$46.9K -271 -6%
JTWM
1493
Jackson Thornton Wealth Management
Alabama
$653K +$636K +3,675 New
WIC
1494
Woodmont Investment Counsel
Tennessee
$651K -$40.7K -235 -6%
FIB
1495
First Interstate Bank
Montana
$651K -$139K -800 -17%
MA
1496
MJP Associates
Connecticut
$648K +$84.3K +487 +14%
WI
1497
WrapManager Inc
California
$647K +$3.12K +18 +0.5%
BWA
1498
Basecamp Wealth Advisors
Washington
$646K – – –
MHR
1499
Matthew Hamilton Rosenberg
$644K +$35.3K +204 +5%
SWM
1500
Segment Wealth Management
Texas
$642K +$15.9K +92 +2%
58 59
60
61 62