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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
651
Meridian Wealth Management
Kentucky
$484K – – –
EB
652
Eastern Bank
Massachusetts
$482K -$60.9K -1,426 -11%
SCM
653
Shapiro Capital Management
Georgia
$469K +$470K +11,000 New
CIA
654
CSat Investment Advisory
Michigan
$464K +$95.2K +2,228 +26%
TF
655
TLWM Financial
Texas
$461K -$16K -375 -3%
MC
656
Muhlenkamp & Co
Pennsylvania
$461K – – –
BDF
657
Balasa Dinverno & Foltz
$458K -$94.2K -2,205 -17%
SI
658
Stephens Inc
Arkansas
$458K +$41.3K +967 +10%
BP
659
Ballentine Partners
Massachusetts
$455K -$88.3K -2,067 -16%
TP
660
Truvvo Partners
New York
$453K – – –
BAC
661
Boys Arnold & Co
North Carolina
$451K -$173K -4,050 -28%
CCA
662
Checchi Capital Advisers
California
$451K -$13.7K -320 -3%
OSAM
663
O'Shaughnessy Asset Management
Connecticut
$448K +$445K +10,421 +13,191%
SAM
664
Symphony Asset Management
California
$448K +$449K +10,506 New
VAS
665
Vestmark Advisory Solutions
Massachusetts
$446K +$143K +3,349 +47%
DAS
666
Dynamic Advisor Solutions
Arizona
$439K -$18.8K -440 -4%
PHK
667
Point72 Hong Kong
Hong Kong
$434K -$248K -5,795 -36%
WIA
668
Wealthstreet Investment Advisors
Texas
$434K -$60.3K -1,412 -13%
DADC
669
D.A. Davidson & Co
Montana
$433K -$134K -3,143 -24%
SPC
670
Sigma Planning Corp
Michigan
$429K -$2.05K -48 -0.5%
EC
671
EJF Capital
Virginia
$427K – – –
C
672
Cerebellum
California
$424K +$85K +1,990 +25%
WT
673
Whittier Trust
California
$420K +$3.46K +81 +0.8%
KWMG
674
King Wealth Management Group
Florida
$418K -$13K -305 -3%
SS
675
Simplicity Solutions
Minnesota
$417K -$31.6K -739 -7%
25 26
27
28 29