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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWS
1576
Evergreen Wealth Solutions
Pennsylvania
$763K +$192K +969 +38%
WPW
1577
Waldron Private Wealth
Pennsylvania
$762K -$3.37K -17 -0.5%
SSCM
1578
Spectrum Strategic Capital Management
Oregon
$762K +$62.8K +317 +10%
SW
1579
SVB Wealth
Massachusetts
$759K -$70.5K -356 -9%
WA
1580
Waddell & Associates
Tennessee
$758K +$51.9K +262 +8%
JMA
1581
J.M. Arbour
Maine
$758K +$119K +600 +20%
LNB
1582
Ledyard National Bank
$755K +$9.9K +50 +1%
SEIA
1583
Signature Estate & Investment Advisors
California
$753K -$45.1K -228 -6%
CPC
1584
Congress Park Capital
New York
$751K -$43.2K -218 -6%
MA
1585
MJP Associates
Connecticut
$750K -$68.9K -348 -9%
IIL
1586
Income Insurance Ltd
$750K – – –
JFG
1587
Jefferies Financial Group
New York
$750K -$2.31M -11,664 -76%
CFM
1588
Compass Financial Management
Florida
$750K +$694K +3,504 New
TW
1589
TritonPoint Wealth
Maryland
$746K -$6.54K -33 -0.9%
BT
1590
Banque Transatlantique
France
$743K +$190K +957 +34%
OC
1591
Opinicus Capital
Florida
$738K -$38.2K -193 -5%
MIC
1592
Means Investment Company
Maine
$736K +$3.37K +17 +0.5%
AFG
1593
Allegheny Financial Group
Pennsylvania
$736K +$17.2K +87 +3%
TIA
1594
Teucrium Investment Advisors
Vermont
$734K +$695K +3,512 New
HBW
1595
Hazlett, Burt & Watson
West Virginia
$725K -$5.54K -28 -0.8%
CIC
1596
Chase Investment Counsel
Virginia
$722K +$66.7K +337 +11%
AU
1597
AlphaGrep UK
$722K -$20.2K -102 -3%
KCP
1598
Kera Capital Partners
California
$722K +$92.7K +468 +16%
GS
1599
GTS Securities
Florida
$719K -$1.23M -6,231 -64%
TCM
1600
Teza Capital Management
Illinois
$719K -$396 -2 -0.1%
62 63
64
65 66