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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
451
Summit Securities Group
New York
$14M +$12.1M +72,504 +1,134%
LI
452
LMCG Investments
Massachusetts
$14M -$588K -3,523 -4%
AWM
453
Axxcess Wealth Management
California
$14M +$2.79M +16,715 +27%
AAM
454
Advisors Asset Management
Colorado
$13.9M -$138K -826 -1%
DCM
455
Dupont Capital Management
Delaware
$13.8M -$1.23M -7,377 -9%
OC
456
Oppenheimer & Co
New York
$13.7M +$2.01M +12,070 +18%
LSA
457
Leonteq Securities AG
Switzerland
$13.6M -$907K -5,438 -7%
CIA
458
Concurrent Investment Advisors
Florida
$13.6M +$7.43M +44,564 +140%
OLA
459
Oliver Luxxe Assets
New Jersey
$13.5M -$288K -1,728 -2%
WB
460
WesBanco Bank
West Virginia
$13.4M -$12.4M -74,085 -49%
SPG
461
Strategic Planning Group
Utah
$13.4M +$710K +4,256 +6%
FCM
462
FJ Capital Management
Virginia
$13.3M +$12.5M +74,759 New
CCS
463
Concentric Capital Strategies
Connecticut
$13.2M +$12.4M +74,574 New
TCBWMS
464
Texas Capital Bank Wealth Management Services
Texas
$13.2M +$847K +5,080 +7%
MIF
465
Mediolanum International Funds
Ireland
$13.1M +$9.35M +56,026 +325%
NB
466
Norinchukin Bank
Japan
$13.1M +$734K +4,398 +6%
GWM
467
Geneos Wealth Management
Colorado
$13.1M -$173K -1,036 -1%
WHGAM
468
Wealth High Governance Asset Management
$13M +$12.2M +73,231 New
VA
469
Vident Advisory
Georgia
$12.9M +$4.73M +28,385 +64%
KRS
470
Kentucky Retirement Systems
Kentucky
$12.8M – – –
OAC
471
OMERS Administration Corp
Ontario, Canada
$12.8M -$384K -2,300 -3%
AI
472
Atria Investments
North Carolina
$12.7M -$447K -2,682 -4%
CFG
473
Citizens Financial Group
Rhode Island
$12.7M +$306K +1,833 +3%
IIM
474
INTECH Investment Management
Florida
$12.7M +$1.93M +11,588 +19%
WIA
475
Westbourne Investment Advisors
Maryland
$12.7M -$661K -3,965 -5%
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