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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIG
526
Consolidated Investment Group
Colorado
$7.82M – – –
XWM
527
Xcel Wealth Management
Florida
$7.8M -$73.8K -500 -1%
ERWM
528
Elk River Wealth Management
Colorado
$7.78M -$111K -750 -2%
FNT
529
First National Trust
Pennsylvania
$7.74M +$64.4K +436 +0.9%
JIC
530
Joel Isaacson & Co
New York
$7.7M +$3.84K +26 +0.1%
DT
531
Diversified Trust
Tennessee
$7.67M +$2.78M +18,800 +64%
LW
532
Linscomb Wealth
Texas
$7.59M +$438K +2,966 +7%
IAN
533
Integrated Advisors Network
Texas
$7.57M -$1.4M -9,454 -17%
AIP
534
Ameritas Investment Partners
Nebraska
$7.51M -$364K -2,467 -5%
LOAMS
535
Lombard Odier Asset Management (Switzerland)
Switzerland
$7.47M -$858K -5,811 -11%
NC
536
Nightview Capital
Texas
$7.45M – – –
SF
537
Summit Financial
New Jersey
$7.42M +$25.5K +173 +0.4%
SFG
538
SevenBridge Financial Group
Pennsylvania
$7.41M +$533K +3,607 +9%
CCP
539
Cunning Capital Partners
North Carolina
$7.28M -$1.88M -12,745 -22%
BI
540
Bradyco Inc
Massachusetts
$7.21M – – –
CSS
541
Cubist Systematic Strategies
Connecticut
$7.11M +$6.6M +44,710 New
GT
542
Glenview Trust
Kentucky
$7.09M -$729K -4,937 -10%
TI
543
Tidal Investments
Wisconsin
$7.08M -$31.9K -216 -0.5%
GAM
544
Gotham Asset Management
New York
$7.07M +$1.69M +11,424 +35%
VT
545
Vise Technologies
New York
$7.03M -$110K -745 -2%
VA
546
Vident Advisory
Georgia
$7.01M +$709K +4,801 +12%
SP
547
Sarasin & Partners
United Kingdom
$6.9M -$48M -324,735 -88%
TW
548
Trajan Wealth
Arizona
$6.85M -$249K -1,685 -4%
OAM
549
Occidental Asset Management
California
$6.8M +$5.61K +38 +0.1%
UCFA
550
United Capital Financial Advisors
Texas
$6.8M +$184K +1,245 +3%
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