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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SI
2126
Saxon Interests
Texas
$232K -$17.8K -107 -8%
KFA
2127
Krane Funds Advisors
New York
$232K -$18.5K -111 -8%
SCM
2128
Sunbeam Capital Management
Georgia
$231K +$7.51K +45 +4%
CNTOF
2129
Canandaigua National Trust of Florida
New York
$231K +$217K +1,301 New
PG
2130
Patten Group
Tennessee
$230K – – –
PFM
2131
Patton Fund Management
Texas
$230K -$101K -603 -32%
SFS
2132
Stiles Financial Services
Minnesota
$229K -$11.2K -67 -5%
TCWM
2133
Total Clarity Wealth Management
Illinois
$229K +$215K +1,288 New
CSA
2134
Cottage Street Advisors
Massachusetts
$228K +$2.17K +13 +1%
ACA
2135
Affinity Capital Advisors
California
$226K +$213K +1,275 New
LAIC
2136
Lederer & Associates Investment Counsel
California
$226K – – –
CT
2137
Chicago Trust
Illinois
$226K -$29.4K -176 -12%
RCG
2138
Regatta Capital Group
California
$226K – – –
MC
2139
Mirabaud & Cie
Switzerland
$225K -$4.42M -26,477 -95%
SL
2140
StoryOne LLC
Kansas
$224K – – –
PS
2141
Planned Solutions
California
$223K +$210K +1,257 New
FA
2142
Fortis Advisors
Pennsylvania
$222K +$209K +1,253 New
PCA
2143
Private Capital Advisors
Connecticut
$222K +$209K +1,252 New
YDMI
2144
Y.D. More Investments
Israel
$222K -$14K -84 -6%
OL
2145
one8zero8 LLC
North Carolina
$222K +$209K +1,250 New
CFA
2146
Capstone Financial Advisors
Illinois
$222K +$209K +1,250 New
SC
2147
Stephenson & Company
California
$222K +$208K +1,249 New
NI
2148
Natural Investments
California
$221K +$208K +1,247 New
BWP
2149
BlueStem Wealth Partners
Minnesota
$221K -$32.2K -193 -13%
ML
2150
Mayport LLC
Massachusetts
$219K +$206K +1,234 New
84 85
86
87 88