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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCP
551
Cunning Capital Partners
North Carolina
$3.31M – – –
KJHP
552
K.J. Harrison & Partners
Ontario, Canada
$3.26M +$234K +2,931 +9%
FNT
553
First National Trust
Pennsylvania
$3.24M +$61.4K +767 +2%
ICA
554
Infrastructure Capital Advisors
New York
$3.22M +$2.5M +31,312 +963%
MMC
555
Mizuho Markets Cayman
Cayman Islands
$3.18M -$4.35M -54,382 -61%
LSAG
556
Lake Street Advisors Group
New Hampshire
$3.16M -$56.9K -711 -2%
SCP
557
Shorepoint Capital Partners
Massachusetts
$3.14M +$275K +3,439 +11%
OAM
558
Occidental Asset Management
California
$3.14M +$45.7K +571 +2%
KFP
559
KMG Fiduciary Partners
Ohio
$3.12M +$118K +1,477 +5%
LNWWM
560
Laird Norton Wetherby Wealth Management
California
$3.11M -$215K -2,691 -7%
BRWA
561
B. Riley Wealth Advisors
Florida
$3.1M +$365K +4,564 +16%
BC
562
Bartlett & Co
Ohio
$3.08M +$17K +213 +0.7%
BCWM
563
Bartlett & Co Wealth Management
Ohio
$3.08M +$17K +213 +0.7%
IAN
564
Integrated Advisors Network
Texas
$3.06M -$2.81M -35,081 -52%
GWM
565
Geneos Wealth Management
Colorado
$3.05M -$38K -475 -1%
EF
566
Empowered Funds
Pennsylvania
$3.05M +$107K +1,336 +4%
RJT
567
Raymond James Trust
Florida
$3.05M -$459K -5,733 -15%
FI
568
FJ Investments
Utah
$3.05M +$2.62M +32,693 New
PWMG
569
Pinnacle Wealth Management Group
Michigan
$3.03M -$112K -1,400 -4%
CTI
570
Community Trust & Investment
Kentucky
$2.99M -$21.1K -264 -0.8%
RWM
571
Ritholtz Wealth Management
New York
$2.98M -$15.4K -193 -0.6%
IWC
572
Integrated Wealth Concepts
Massachusetts
$2.97M +$11.8K +147 +0.5%
ECM
573
Everence Capital Management
Indiana
$2.96M – – –
RPSA
574
Richard P. Slaughter Associates
Texas
$2.96M +$74.1K +926 +3%
ASN
575
Advisory Services Network
Georgia
$2.94M +$23.1K +289 +0.9%
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