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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
1626
Fukoku Mutual Life Insurance
Japan
$677K – – –
BOH
1627
Bank of Hawaii
Hawaii
$676K -$43.2K -218 -6%
PIA
1628
Perennial Investment Advisors
California
$676K +$15.8K +80 +3%
TA
1629
Tactive Advisors
Florida
$671K -$94.3K -476 -13%
ESB
1630
Essex Savings Bank
Connecticut
$671K +$7.72K +39 +1%
FFA
1631
Founders Financial Alliance
North Carolina
$671K +$36.8K +186 +6%
HCP
1632
Hexagon Capital Partners
Arkansas
$667K -$41.6K -210 -6%
TPA
1633
Trivium Point Advisory
Connecticut
$667K +$182K +921 +41%
LTM
1634
Lotus Technology Management
Florida
$666K +$631K +3,186 New
CWM
1635
Circle Wealth Management
New Jersey
$663K +$5.94K +30 +1%
NGA
1636
Naples Global Advisors
Florida
$663K +$2.97K +15 +0.5%
SWG
1637
Summit Wealth Group
Vermont
$662K – – –
AA
1638
Argent Advisors
Louisiana
$661K – – –
SP
1639
Symmetry Partners
Connecticut
$660K +$285K +1,437 +83%
BPC
1640
Bearing Point Capital
Minnesota
$660K -$15.8K -80 -2%
CWA
1641
Crusonia Wealth Advisors
Colorado
$660K +$189K +956 +43%
PL
1642
Plancorp LLC
Missouri
$659K +$20.8K +105 +4%
LCS
1643
Levin Capital Strategies
New York
$659K – – –
EFSCE
1644
Enterprise Financial Services Corp (EFSC)
Missouri
$658K +$78.6K +397 +14%
PFWA
1645
Paces Ferry Wealth Advisors
Georgia
$657K -$2.97K -15 -0.5%
FCB
1646
First County Bank
Connecticut
$656K -$3.96K -20 -0.6%
DIM
1647
Delta Investment Management
California
$655K +$621K +3,135 New
OFW
1648
Omnia Family Wealth
Florida
$655K +$2.97K +15 +0.5%
BFO
1649
Biltmore Family Office
North Carolina
$654K +$3.56K +18 +0.6%
KWM
1650
Kingsman Wealth Management
Florida
$654K -$57K -288 -8%
64 65
66
67 68