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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
651
Venturi Wealth Management
Texas
$638K +$135K +3,216 +32%
HAG
652
HighPoint Advisor Group
Illinois
$636K -$29K -690 -5%
DAM
653
Delta Asset Management
Tennessee
$636K – – –
SC
654
Savant Capital
Illinois
$635K +$63.4K +1,510 +13%
PGIM
655
Pacific Global Investment Management
California
$625K -$21K -499 -4%
PAS
656
Park Avenue Securities
New York
$622K +$541K +12,882 New
PHK
657
Point72 Hong Kong
Hong Kong
$620K +$539K +12,832 New
RWM
658
Ritholtz Wealth Management
New York
$620K +$539K +12,843 New
ED
659
Exane Derivatives
France
$619K +$136K +3,240 +34%
IP
660
Interval Partners
New York
$618K +$537K +12,786 New
APWA
661
Atlas Private Wealth Advisors
New Jersey
$611K +$531K +12,650 New
SACTSONJ
662
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$609K -$227K -5,400 -30%
SWM
663
SeaCrest Wealth Management
New York
$605K -$5.59K -133 -1%
BDS
664
Banco de Sabadell
Florida
$602K – – –
CTC
665
Central Trust Company
Missouri
$600K +$33.3K +794 +7%
EI
666
Ethic Inc
New York
$592K +$12.6K +299 +3%
MWM
667
Meridian Wealth Management
Kentucky
$591K – – –
CIP
668
Cornerstone Investment Partners
Georgia
$590K -$1.6K -38 -0.3%
IIA
669
IPG Investment Advisors
California
$589K +$512K +12,200 New
BBHC
670
Brown Brothers Harriman & Co
New York
$589K -$9.53K -227 -2%
CAG
671
Crestwood Advisors Group
Massachusetts
$585K -$830K -19,755 -62%
FNFDCM
672
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$584K – – –
CWM
673
Calamos Wealth Management
Illinois
$583K -$453K -10,794 -47%
AW
674
ACG Wealth
Georgia
$581K -$29.2K -695 -5%
FPCP
675
Fort Point Capital Partners
California
$581K +$158K +3,765 +46%
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