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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
676
Alaethes Wealth
Nevada
$1.81M +$42.9K +502 +2%
SWP
677
Stratos Wealth Partners
Ohio
$1.81M +$230K +2,686 +15%
MWM
678
Modera Wealth Management
New Jersey
$1.8M +$163K +1,906 +10%
OIM
679
Opus Investment Management
Massachusetts
$1.79M – – –
LIP
680
Lighthouse Investment Partners
Florida
$1.78M +$1.78M +20,794 New
SWS
681
SYSTM Wealth Solutions
Illinois
$1.77M +$741K +8,662 +72%
MFG
682
Merit Financial Group
Georgia
$1.77M +$113K +1,318 +7%
BONH
683
Bank of New Hampshire
New Hampshire
$1.76M -$8.55K -100 -0.5%
AF
684
Arrow Financial
New York
$1.75M -$104K -1,214 -6%
CIA
685
Capital Investment Advisors
Georgia
$1.75M -$57.9K -677 -3%
CG
686
Caprock Group
Idaho
$1.73M +$53.5K +625 +3%
VT
687
Vise Technologies
New York
$1.73M +$13.6K +159 +0.8%
SLI
688
Sumitomo Life Insurance
Japan
$1.73M -$147K -1,722 -8%
PWM
689
Perigon Wealth Management
California
$1.73M -$84.8K -991 -5%
HIC
690
Hartline Investment Corp
Illinois
$1.72M +$1.03M +11,994 +147%
HCA
691
Harbor Capital Advisors
Illinois
$1.72M – – –
AWM
692
Ameliora Wealth Management
Switzerland
$1.71M -$12.8K -150 -0.7%
BCM
693
Brasada Capital Management
Texas
$1.7M -$19K -222 -1%
CA
694
CoreCap Advisors
Michigan
$1.7M +$1.7M +19,901 New
LIM
695
Leavell Investment Management
Alabama
$1.7M +$79.1K +925 +5%
IA
696
IFG Advisory
Georgia
$1.69M -$4.36K -51 -0.3%
FFM
697
Forum Financial Management
Illinois
$1.69M +$92.4K +1,080 +6%
P
698
Pitcairn
Pennsylvania
$1.69M -$30.4K -356 -2%
PA
699
Procyon Advisors
Connecticut
$1.65M -$49.9K -584 -3%
BIM
700
Baldwin Investment Management
Pennsylvania
$1.65M -$38.5K -450 -2%
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