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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PNC
1501
Park National Corp
Ohio
$860K -$7.72K -39 -0.9%
SAM
1502
Strategy Asset Managers
California
$856K +$1.19K +6 +0.1%
BMCM
1503
Bryn Mawr Capital Management
Pennsylvania
$856K +$41.8K +211 +5%
KF
1504
KKM Financial
Illinois
$856K – – –
XSC
1505
X-Square Capital
Puerto Rico
$855K +$1.98K +10 +0.2%
SM
1506
Salzhauer Michael
$853K -$9.9K -50 -1%
SC
1507
Sepio Capital
Utah
$852K -$675K -3,409 -46%
MHR
1508
Matthew Hamilton Rosenberg
$850K +$29.9K +151 +4%
TP
1509
TritonPoint Partners
Maryland
$850K +$805K +4,066 New
FDS
1510
First Dallas Securities
Texas
$849K -$198K -1,000 -20%
WPC
1511
Waters Parkerson & Co
Louisiana
$847K – – –
DJSG
1512
D.J. St. Germain
Massachusetts
$846K +$44K +222 +6%
OCM
1513
Orleans Capital Management
Louisiana
$845K +$801K +4,044 New
CPCM
1514
Cardinal Point Capital Management
Ontario, Canada
$845K +$253K +1,278 +46%
MAM
1515
McLaughlin Asset Management
Illinois
$845K -$54.1K -273 -6%
OWP
1516
Obermeyer Wealth Partners
Colorado
$845K +$48.3K +244 +6%
CH
1517
Cromwell Holdings
Wyoming
$843K – – –
PAG
1518
Private Advisory Group
Washington
$842K +$237K +1,195 +42%
AFT
1519
Alpha Family Trust
California
$841K – – –
BCA
1520
Bay Capital Advisors
Virginia
$841K – – –
MHC
1521
May Hill Capital
Massachusetts
$840K +$26.9K +136 +4%
BWP
1522
Balboa Wealth Partners
Arizona
$839K +$130K +657 +20%
RIA
1523
Regal Investment Advisors
Michigan
$838K -$977K -4,933 -55%
PVI
1524
Pine Valley Investments
New Jersey
$837K +$89.1K +450 +13%
BOA
1525
Birnam Oak Advisors
New York
$836K – – –
59 60
61
62 63