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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
676
Balasa Dinverno & Foltz
$486K -$10.7K -220 -2%
PA
677
Parallel Advisors
California
$479K +$217K +4,438 +76%
SW
678
SVB Wealth
Massachusetts
$472K -$27.4K -561 -5%
TCOV
679
Trust Company of Vermont
Vermont
$472K +$43.2K +885 +10%
AAMU
680
AEGON Asset Management (UK)
United Kingdom
$468K +$491K +10,051 New
IP
681
Intellectus Partners
California
$466K – – –
SC
682
Savant Capital
Illinois
$463K +$4.25K +87 +0.9%
WIA
683
Wealthstreet Investment Advisors
Texas
$461K – – –
BO
684
Bach Option
Hong Kong
$457K +$159K +3,266 +50%
WT
685
Whittier Trust
California
$455K – – –
BFEC
686
Benjamin F. Edwards & Company
Missouri
$455K +$49 +1 +0%
WS
687
Wedbush Securities
California
$447K +$15.2K +312 +3%
BOH
688
Bank of Hawaii
Hawaii
$439K -$40.5K -829 -8%
CI
689
Capital International
California
$436K – – –
BTNA
690
Bremer Trust National Association
Minnesota
$428K -$80.2K -1,643 -15%
AWM
691
Altium Wealth Management
New York
$427K -$22.9K -468 -5%
SFS
692
Sowell Financial Services
Arkansas
$426K +$49 +1 +0%
TSWM
693
Triangle Securities Wealth Management
North Carolina
$419K -$21.5K -440 -5%
RIG
694
Renaissance Investment Group
Massachusetts
$414K -$2.93K -60 -0.7%
VNA
695
Valley National Advisers
Pennsylvania
$409K -$12.8K -263 -3%
LCM
696
Leisure Capital Management
California
$408K -$70.5K -1,444 -14%
FPCP
697
Fort Point Capital Partners
California
$406K – – –
LDB
698
Lee, Danner & Bass
Tennessee
$403K – – –
HHGA
699
Halbert Hargrove Global Advisors
California
$401K -$5.42K -111 -1%
TP
700
Truvvo Partners
New York
$398K +$193K +3,950 +86%
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