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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
701
World Investment Advisors
California
$5M +$1.21M +7,272 +35%
A
702
AlphaQuest
New York
$4.99M -$244K -1,461 -5%
SSWM
703
Smith Salley Wealth Management
North Carolina
$4.94M +$349K +2,093 +8%
KJHP
704
K.J. Harrison & Partners
Ontario, Canada
$4.92M – – –
CTC
705
Central Trust Company
Missouri
$4.91M -$487K -2,921 -10%
GT
706
Greenleaf Trust
Michigan
$4.89M -$51.4K -308 -1%
MHC
707
Meyer Handelman Company
New York
$4.85M – – –
HCM
708
Hodges Capital Management
Texas
$4.83M -$26.4K -158 -0.6%
AWA
709
Arkadios Wealth Advisors
Georgia
$4.75M +$763K +4,572 +21%
CA
710
Cullinan Associates
Kentucky
$4.75M -$1.24M -7,406 -22%
GAM
711
Griffin Asset Management
New York
$4.71M +$224K +1,345 +5%
YIH
712
Y-Intercept (HK)
Hong Kong
$4.7M +$2.32M +13,934 +111%
LM
713
Lincluden Management
Ontario, Canada
$4.69M -$955K -5,724 -18%
NLP
714
Next Level Private
New York
$4.68M -$1K -6 -0%
MK
715
MASTERINVEST Kapitalanlage
$4.67M +$156K +933 +4%
NW
716
NewEdge Wealth
Pennsylvania
$4.67M +$1.68M +10,086 +62%
DCM
717
Dimension Capital Management
Florida
$4.66M – – –
FNA
718
First National Advisers
Nebraska
$4.66M -$1.05M -6,315 -19%
FNBOO
719
First National Bank of Omaha
Nebraska
$4.65M -$1.1M -6,584 -20%
GH
720
GAM Holding
Switzerland
$4.64M +$3.93M +23,576 +923%
RPC
721
Rossmore Private Capital
Connecticut
$4.64M +$192K +1,153 +5%
TC
722
Truvestments Capital
Florida
$4.62M -$80.6K -483 -2%
SWP
723
Stratos Wealth Partners
Ohio
$4.61M +$101K +603 +2%
CAAS
724
Capital Asset Advisory Services
Michigan
$4.61M -$175K -1,047 -4%
BRWA
725
B. Riley Wealth Advisors
Florida
$4.59M -$13.7K -82 -0.3%
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