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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SSG
626
Summit Securities Group
New York
$639K +$592K +12,500 New
TSWM
627
Triangle Securities Wealth Management
North Carolina
$638K +$8.52K +180 +1%
MC
628
Machina Capital
France
$631K +$584K +12,347 New
SWP
629
Stratos Wealth Partners
Ohio
$629K -$255K -5,386 -30%
BB
630
Busey Bank
Illinois
$628K -$12.2K -257 -2%
CIP
631
Cornerstone Investment Partners
Georgia
$626K – – –
FWIA
632
Fort Washington Investment Advisors
Ohio
$624K -$4.75M -100,274 -89%
IC
633
IEQ Capital
California
$621K +$597K +12,614 New
FNFDCM
634
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$618K – – –
RSS
635
Rosenblum Silverman Sutton
California
$617K -$22.5K -476 -4%
PAWC
636
P.A.W. Capital
Connecticut
$613K -$142K -3,000 -20%
IIC
637
Integrated Investment Consultants
Michigan
$612K +$304K +6,431 +116%
DAS
638
Dynamic Advisor Solutions
Arizona
$611K +$79.3K +1,675 +16%
HI
639
Horizon Investments
North Carolina
$611K +$215K +4,538 +61%
SAM
640
Strategy Asset Managers
California
$609K +$564K +11,917 New
NA
641
NewEdge Advisors
Louisiana
$607K -$8.76K -185 -2%
TFCP
642
Twin Focus Capital Partners
Massachusetts
$603K +$151K +3,198 +37%
SFS
643
Sowell Financial Services
Arkansas
$601K +$210K +4,436 +61%
TCOT
644
Trust Company of Toledo
Ohio
$599K – – –
SW
645
SVB Wealth
Massachusetts
$598K +$147K +3,108 +36%
NFG
646
Norris Financial Group
South Carolina
$592K +$548K +11,577 New
GC
647
GFG Capital
Florida
$590K +$546K +11,535 New
MWM
648
Meridian Wealth Management
Kentucky
$580K – – –
DIA
649
Davidson Investment Advisors
Montana
$579K -$10.9K -230 -2%
BDF
650
Balasa Dinverno & Foltz
$573K +$21.9K +463 +4%
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