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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TIM
2226
Thompson Investment Management
Wisconsin
$133K – – –
GG
2227
Gleason Group
Kentucky
$133K +$866 +5 +0.6%
SMBT
2228
Southern Michigan Bank & Trust
Michigan
$132K +$139K +802 New
PCC
2229
Park Circle Company
Maryland
$132K – – –
CWM
2230
Cranbrook Wealth Management
Michigan
$130K +$1.39K +8 +1%
ORAM
2231
One River Asset Management
Connecticut
$126K +$133K +766 New
WA
2232
WPG Advisers
Maryland
$125K -$10.4K -60 -7%
HPWM
2233
High Point Wealth Management
New Jersey
$121K -$42.4K -245 -25%
AWM
2234
Ameliora Wealth Management
Switzerland
$119K – – –
1M
2235
1248 Management
Missouri
$118K – – –
CPG
2236
Cornerstone Planning Group
New Jersey
$116K +$24.6K +142 +30%
NSG
2237
Nalls Sherbakoff Group
Tennessee
$116K – – –
HHGA
2238
Halbert Hargrove Global Advisors
California
$115K – – –
CT
2239
Clearstead Trust
Maine
$114K – – –
MMCM
2240
Murphy & Mullick Capital Management
New York
$114K -$5.89K -34 -5%
BIA
2241
Bell Investment Advisors
California
$114K +$1.04K +6 +0.9%
DI
2242
DAGCO Inc
Ohio
$113K +$693 +4 +0.6%
HCM
2243
Hollencrest Capital Management
California
$112K -$43.5K -251 -27%
EIP
2244
Essential Investment Partners
Colorado
$111K – – –
KFA
2245
Kelleher Financial Advisors
New York
$109K -$1.04K -6 -0.8%
EPAM
2246
Evelyn Partners Asset Management
$107K – – –
FFO
2247
Fortitude Family Office
Arizona
$107K -$14.4K -83 -11%
S
2248
Sachetta
Massachusetts
$107K -$1.9K -11 -2%
AF
2249
Align Financial
Minnesota
$107K -$19.8M -114,568 -99%
CFM
2250
Cornerstone Financial Management
Massachusetts
$105K +$79.3K +458 +257%
88 89
90
91 92