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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
626
Optimum Investment Advisors
Illinois
$799K +$51 +1 +0%
CCM
627
Cullen Capital Management
New York
$798K – – –
SWM
628
SeaCrest Wealth Management
New York
$790K +$761K +15,051 New
DAM
629
Delta Asset Management
Tennessee
$788K +$4.5K +89 +0.6%
AF
630
Ally Financial
Michigan
$787K -$1.67M -33,000 -69%
IH
631
IFC Holdings
Florida
$782K +$2.68K +53 +0.4%
1SB
632
1ST Source Bank
Indiana
$781K -$36K -712 -5%
ICM
633
Ionic Capital Management
New York
$780K +$752K +14,875 New
PGIM
634
Pacific Global Investment Management
California
$778K -$7.13K -141 -0.9%
IRC
635
Investors Research Corp
Georgia
$778K +$750K +14,825 New
RJT
636
Raymond James Trust
Florida
$776K +$67.3K +1,330 +10%
CAM
637
Carret Asset Management
New York
$771K +$32.8K +648 +5%
CF
638
Centaurus Financial
California
$765K +$738K +14,584 New
BCM
639
Brown Capital Management
Maryland
$763K -$60.1K -1,188 -8%
AC
640
Abbrea Capital
California
$758K +$20.2K +400 +3%
FMWA
641
Forvis Mazars Wealth Advisors
Missouri
$757K +$75.7K +1,497 +12%
SPIA
642
Steward Partners Investment Advisory
New York
$757K +$529K +10,465 +263%
SW
643
SVB Wealth
Massachusetts
$756K -$163K -3,220 -18%
RA
644
Rational Advisors
New York
$734K +$586K +11,592 +483%
TCM
645
Tuttle Capital Management
Connecticut
$734K +$708K +13,992 New
DSC
646
Duncker Streett & Co
Missouri
$730K +$152 +3 +0%
WOC
647
West Oak Capital
California
$730K – – –
KWMG
648
King Wealth Management Group
Florida
$726K – – –
WIS
649
Wright Investors Service
Connecticut
$723K -$202 -4 -0%
GWM
650
Geneos Wealth Management
Colorado
$721K +$400K +7,913 +136%
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26
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