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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
1SB
576
1ST Source Bank
Indiana
$751K -$88.6K -1,911 -11%
OA
577
Oxbow Advisors
Texas
$747K -$464K -10,000 -39%
TCOT
578
Trust Company of Toledo
Ohio
$746K – – –
BTNA
579
Bremer Trust National Association
Minnesota
$745K +$717K +15,450 New
OIA
580
Optimum Investment Advisors
Illinois
$733K +$165K +3,552 +30%
CCM
581
Cullen Capital Management
New York
$732K – – –
EGM
582
Engineers Gate Manager
New York
$727K +$700K +15,088 New
CI
583
Cowen Inc
New York
$723K +$696K +15,000 New
PGIM
584
Pacific Global Investment Management
California
$721K -$43.1K -930 -6%
DAM
585
Delta Asset Management
Tennessee
$719K -$75.7K -1,632 -10%
IH
586
IFC Holdings
Florida
$712K -$39.6K -853 -5%
EFS
587
Essex Financial Services
Connecticut
$703K +$15.5K +335 +2%
MFW
588
Mosaic Family Wealth
Missouri
$688K +$193K +4,160 +41%
AC
589
Abbrea Capital
California
$677K +$101K +2,170 +18%
CAM
590
Carret Asset Management
New York
$676K -$12.8K -275 -2%
WOC
591
West Oak Capital
California
$670K -$22K -475 -3%
2L
592
22NW LP
Washington
$670K -$557K -12,000 -46%
DSC
593
Duncker Streett & Co
Missouri
$670K +$186 +4 +0%
KWMG
594
King Wealth Management Group
Florida
$666K -$9.28K -200 -1%
WIS
595
Wright Investors Service
Connecticut
$663K +$12.2K +262 +2%
SI
596
Stephens Inc
Arkansas
$662K -$19.9K -430 -3%
BC
597
Banced Corp
Illinois
$659K -$69K -1,488 -10%
WAM
598
Wealthspire Advisors (Maryland)
Maryland
$657K -$70.7K -1,525 -10%
SIC
599
Salem Investment Counselors
North Carolina
$652K +$48.1K +1,038 +8%
PCIG
600
Partners Capital Investment Group
Massachusetts
$651K +$627K +13,521 New
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