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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MMPW
651
Mitchell McLeod Pugh & Williams
Alabama
$588K – – –
TA
652
Tiedemann Advisors
New York
$586K -$79K -1,617 -11%
BCMO
653
Buckingham Capital Management (Ohio)
Ohio
$582K -$3.17K -65 -0.5%
FMWA
654
Forvis Mazars Wealth Advisors
Missouri
$565K -$3.61K -74 -0.6%
CIP
655
Cornerstone Investment Partners
Georgia
$564K – – –
LWAC
656
Laurel Wealth Advisors (California)
California
$560K +$36.6K +750 +7%
BFA
657
Beaumont Financial Advisors
Massachusetts
$559K – – –
NIM
658
NuWave Investment Management
New Jersey
$558K +$360K +7,372 +160%
LC
659
Lourd Capital
California
$551K – – –
OIM
660
Orca Investment Management
Oregon
$549K -$34.1K -698 -6%
ED
661
Exane Derivatives
France
$541K +$470K +9,625 +518%
AIM
662
Anchor Investment Management
South Carolina
$539K -$11K -225 -2%
WTFG
663
Wells Trecaso Financial Group
Ohio
$532K -$98 -2 -0%
MYIA
664
Mount Yale Investment Advisors
Colorado
$531K +$478K +9,782 +611%
TF
665
TLWM Financial
Texas
$530K +$9.77K +200 +2%
EFS
666
Essex Financial Services
Connecticut
$515K -$91.6K -1,876 -15%
IIM
667
Intact Investment Management
Quebec, Canada
$508K – – –
NA
668
NewEdge Advisors
Louisiana
$507K +$57.8K +1,184 +12%
CAM
669
CenterStar Asset Management
Illinois
$506K – – –
WOC
670
West Oak Capital
California
$503K -$80.6K -1,650 -13%
SC
671
SRB Corp
Massachusetts
$503K +$44.6K +914 +9%
AWM
672
AE Wealth Management
Kansas
$499K +$262K +5,375 +101%
DAS
673
Dynamic Advisor Solutions
Arizona
$494K +$518K +10,616 New
MGIA
674
Moneta Group Investment Advisors
Missouri
$489K -$2.44K -50 -0.5%
NRS
675
Neville Rodie & Shaw
New York
$489K +$513K +10,500 New
25 26
27
28 29