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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
501
Corient Capital Partners
California
$4.73M -$39.5K -399 -0.8%
AFG
502
Albion Financial Group
Utah
$4.69M +$3.17K +32 +0.1%
NRS
503
Neville Rodie & Shaw
New York
$4.65M +$112K +1,127 +2%
NO
504
Ninety One
South Africa
$4.6M -$52.6K -531 -1%
SW
505
SkyOak Wealth
Michigan
$4.6M -$17.6K -178 -0.4%
HT
506
Heritage Trust
Oklahoma
$4.57M -$246K -2,480 -5%
MFA
507
Mayflower Financial Advisors
Massachusetts
$4.5M +$20.4K +206 +0.5%
V
508
Veritable
Delaware
$4.47M +$13.2K +133 +0.3%
TCA
509
Transcend Capital Advisors
New Jersey
$4.46M +$255K +2,573 +6%
MWM
510
Modera Wealth Management
New Jersey
$4.45M -$455K -4,590 -9%
DS
511
DRW Securities
Illinois
$4.44M +$4.13M +41,656 +1,050%
KJHP
512
K.J. Harrison & Partners
Ontario, Canada
$4.44M -$991K -10,000 -18%
RAM
513
Roanoke Asset Management
New Jersey
$4.41M – – –
BIMC
514
Benson Investment Management Company
Virginia
$4.39M -$1.21M -12,215 -21%
IMRF
515
Illinois Municipal Retirement Fund
Illinois
$4.37M – – –
HW
516
Hancock Whitney
Mississippi
$4.34M +$796K +8,034 +22%
IFAM
517
Institutional & Family Asset Management
Colorado
$4.31M -$364K -3,671 -8%
CI
518
Cigna Investments
Connecticut
$4.29M -$172K -1,740 -4%
JIC
519
Joel Isaacson & Co
New York
$4.29M -$19.3K -195 -0.4%
MPWT
520
MassMutual Private Wealth & Trust
Connecticut
$4.25M -$96.4K -973 -2%
FA
521
FDx Advisors
Illinois
$4.24M -$589K -5,946 -12%
HT
522
HAP Trading
New York
$4.24M -$1.03M -10,446 -19%
DCM
523
Donaldson Capital Management
Indiana
$4.21M +$120K +1,210 +3%
ADBIC
524
A.D. Beadell Investment Counsel
Wisconsin
$4.2M – – –
LFAS
525
Level Four Advisory Services
Texas
$4.19M -$388K -3,911 -8%
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