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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BCMO
676
Buckingham Capital Management (Ohio)
Ohio
$387K -$120K -2,750 -22%
WT
677
Whittier Trust
California
$387K – – –
PA
678
Parallel Advisors
California
$386K -$23.6K -540 -5%
AC
679
Abbrea Capital
California
$384K -$222K -5,088 -34%
SC
680
Savant Capital
Illinois
$383K -$12.3K -283 -3%
BFEC
681
Benjamin F. Edwards & Company
Missouri
$383K -$5.41K -124 -1%
OAM
682
Oak Asset Management
California
$380K -$216K -4,940 -34%
AF
683
Advisornet Financial
Minnesota
$378K +$310K +7,102 +293%
CI
684
Capital International
California
$371K – – –
SW
685
SVB Wealth
Massachusetts
$364K -$41.8K -957 -9%
WTFG
686
Wells Trecaso Financial Group
Ohio
$363K -$99.6K -2,283 -20%
MAFM
687
Mid Atlantic Financial Management
Pennsylvania
$361K +$398K +9,113 New
BP
688
Ballentine Partners
Massachusetts
$359K +$135K +3,098 +52%
LB
689
Legacy Bridge
Iowa
$355K +$391K +8,964 New
FVCM
690
F&V Capital Management
Florida
$354K +$390K +8,939 New
RIG
691
Renaissance Investment Group
Massachusetts
$353K – – –
RTC
692
Riverview Trust Company
Washington
$350K +$386K +8,839 New
DSC
693
Duncker Streett & Co
Missouri
$346K -$227K -5,196 -37%
AWM
694
Altium Wealth Management
New York
$346K -$19.3K -443 -5%
FPCP
695
Fort Point Capital Partners
California
$346K – – –
BB
696
Bell Bank
North Dakota
$346K +$29.6K +678 +8%
SS
697
Simplicity Solutions
Minnesota
$346K +$122K +2,788 +47%
HHGA
698
Halbert Hargrove Global Advisors
California
$342K +$611 +14 +0.2%
SPC
699
Sigma Planning Corp
Michigan
$342K +$44.6K +1,023 +13%
CG
700
Caprock Group
Idaho
$339K +$15.4K +353 +4%
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