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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OL
1626
OneFund LLC
Florida
$683K -$10.5K -53 -2%
TFIPS
1627
Towarzystwo Funduszy Inwestycyjnych PZU SA
$680K +$21.8K +110 +3%
RFP
1628
Root Financial Partners
California
$679K +$107K +542 +20%
SB
1629
SIG Brokerage
New York
$679K -$1.21M -6,090 -65%
GD
1630
Grandfield & Dodd
New York
$679K – – –
OWG
1631
Oxford Wealth Group
Florida
$679K -$10.7K -54 -2%
EFG
1632
Ethos Financial Group
Pennsylvania
$678K +$7.92K +40 +1%
EPW
1633
Endeavor Private Wealth
Kansas
$678K +$61.6K +311 +11%
BFC
1634
Bedel Financial Consulting
Indiana
$678K +$198 +1 +0%
GPA
1635
Guerra Pan Advisors
New Jersey
$677K – – –
FMLI
1636
Fukoku Mutual Life Insurance
Japan
$677K – – –
BOH
1637
Bank of Hawaii
Hawaii
$676K -$43.2K -218 -6%
PIA
1638
Perennial Investment Advisors
California
$676K +$15.8K +80 +3%
TA
1639
Tactive Advisors
Florida
$671K -$94.3K -476 -13%
ESB
1640
Essex Savings Bank
Connecticut
$671K +$7.72K +39 +1%
FFA
1641
Founders Financial Alliance
North Carolina
$671K +$36.8K +186 +6%
HCP
1642
Hexagon Capital Partners
Arkansas
$667K -$41.6K -210 -6%
TPA
1643
Trivium Point Advisory
Connecticut
$667K +$182K +921 +41%
LTM
1644
Lotus Technology Management
Florida
$666K +$631K +3,186 New
CWM
1645
Circle Wealth Management
New Jersey
$663K +$5.94K +30 +1%
NGA
1646
Naples Global Advisors
Florida
$663K +$2.97K +15 +0.5%
SWG
1647
Summit Wealth Group
Vermont
$662K – – –
AA
1648
Argent Advisors
Louisiana
$661K – – –
SP
1649
Symmetry Partners
Connecticut
$660K +$285K +1,437 +83%
BPC
1650
Bearing Point Capital
Minnesota
$660K -$15.8K -80 -2%
64 65
66
67 68