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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
5NPW
1601
55 North Private Wealth
Florida
$717K +$108K +545 +19%
DIA
1602
Davidson Investment Advisors
Montana
$716K – – –
CBOR
1603
Community Bank of Raymore
Missouri
$715K – – –
NDSI
1604
Newman Dignan & Sheerar Inc
Rhode Island
$714K – – –
NW
1605
Naviter Wealth
Arkansas
$711K +$133K +674 +25%
FNB
1606
Farmers National Bank
Kentucky
$709K -$19.4K -98 -3%
NL
1607
NWAM LLC
Washington
$708K +$19.4K +98 +3%
FI
1608
Fosun International
China
$706K – – –
AGAM
1609
AK Global Asset Management
California
$706K +$4.95K +25 +0.7%
SCP
1610
Sivia Capital Partners
California
$702K +$418K +2,110 +169%
RB
1611
Richmond Brothers
Michigan
$701K +$664K +3,352 New
ANBT
1612
American National Bank & Trust
Texas
$700K -$2.18K -11 -0.3%
QFA
1613
Quantum Financial Advisors
California
$700K -$1.78K -9 -0.3%
PWM
1614
Proathlete Wealth Management
Florida
$699K +$1.98K +10 +0.3%
SC
1615
Sierra Capital
Florida
$697K -$8.91K -45 -1%
BDA
1616
Borer Denton & Associates
Pennsylvania
$697K +$660K +3,332 New
CWM
1617
Centric Wealth Management
Illinois
$695K – – –
GCP
1618
GSA Capital Partners
United Kingdom
$695K -$287K -1,447 -30%
IWA
1619
IVC Wealth Advisors
Pennsylvania
$693K -$30.7K -155 -4%
FCH
1620
Freestone Capital Holdings
Washington
$690K +$24.8K +125 +4%
BBA
1621
Baader Bank Aktiengesellschaft
Germany
$690K -$153K -772 -19%
WIS
1622
Wright Investors Service
Connecticut
$690K -$42.4K -214 -6%
WPA
1623
Wealth Preservation Advisors
Tennessee
$688K – – –
TWM
1624
Tanager Wealth Management
United Kingdom
$687K +$36.6K +185 +6%
MG
1625
Marex Group
$687K +$158K +797 +32%
63 64
65
66 67