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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
601
Institute for Wealth Management
Colorado
$661K +$659K +15,654 New
JG
602
Jefferies Group
New York
$658K +$299K +7,102 +84%
RJT
603
Raymond James Trust
Florida
$654K -$9.3K -221 -1%
CCM
604
Cullen Capital Management
New York
$641K – – –
DAM
605
Delta Asset Management
Tennessee
$634K – – –
PAWC
606
P.A.W. Capital
Connecticut
$633K +$210K +5,000 +50%
GWM
607
Geneos Wealth Management
Colorado
$632K +$757 +18 +0.1%
FNFDCM
608
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$629K – – –
BCM
609
Bayesian Capital Management
New York
$616K -$1.27M -30,282 -67%
BAC
610
Boys Arnold & Co
North Carolina
$616K -$44.7K -1,062 -7%
GSWM
611
Golden State Wealth Management
California
$616K +$614K +14,601 New
HKAM
612
Horizon Kinetics Asset Management
New York
$615K +$613K +14,573 New
1SB
613
1ST Source Bank
Indiana
$611K +$10.6K +253 +2%
IRC
614
Investors Research Corp
Georgia
$603K – – –
DPIM
615
Duff & Phelps Investment Management
Illinois
$601K – – –
PGIM
616
Pacific Global Investment Management
California
$600K +$968 +23 +0.2%
GT
617
Greenleaf Trust
Michigan
$599K -$126K -3,000 -17%
TCOT
618
Trust Company of Toledo
Ohio
$598K -$63.1K -1,500 -10%
RE
619
RBC Europe
United Kingdom
$597K -$215K -5,120 -27%
SWM
620
SeaCrest Wealth Management
New York
$596K +$8.25K +196 +1%
LOAME
621
Lombard Odier Asset Management (Europe)
United Kingdom
$595K – – –
KM
622
Kalos Management
Georgia
$592K -$116K -2,756 -16%
ED
623
Exane Derivatives
France
$584K +$128K +3,051 +28%
MMPW
624
Mitchell McLeod Pugh & Williams
Alabama
$582K +$10.5K +250 +2%
B
625
Barings
North Carolina
$576K -$2.45M -58,300 -81%
23 24
25
26 27