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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TWMP
726
Taylor Wealth Management Partners
Massachusetts
$13K – – –
FPFS
727
First Personal Financial Services
North Carolina
$13K +$12.8K +500 New
CAW
728
Cornerstone Advisors (Washington)
Washington
$12K +$9.26K +363 +290%
TWA
729
TCI Wealth Advisors
Arizona
$11K -$11.1K -436 -51%
WA
730
Winfield Associates
Ohio
$11K +$11.2K +440 New
RFWA
731
RPg Family Wealth Advisory
Massachusetts
$10.1K +$10.3K +404 New
GXMC
732
Global X Management Company
New York
$10K +$9.29K +364 +827%
HR
733
Howe & Rusling
New York
$9K -$2.42K -95 -21%
OC
734
Oakworth Capital
Alabama
$9K – – –
TSU
735
TD Securities (USA)
New York
$9K +$153 +6 +2%
MWP
736
MYCIO Wealth Partners
Pennsylvania
$9K +$893 +35 +12%
MSFP
737
Mark Sheptoff Financial Planning
Connecticut
$8K -$115K -4,498 -94%
FMII
738
Farmers & Merchants Investments Inc
Nebraska
$8K – – –
PHK
739
Point72 Hong Kong
Hong Kong
$8K +$5.1K +200 +200%
SGAM
740
Smith Group Asset Management
Texas
$8K +$7.91K +310 New
RFS
741
Rockefeller Financial Services
New York
$7K -$101K -3,960 -94%
JAM
742
Jolley Asset Management
North Carolina
$7K +$6.76K +265 New
MCM
743
MV Capital Management
Maryland
$6K -$19.6K -768 -76%
KT
744
Kanaly Trust
Texas
$6K -$9.49K -372 -59%
DPA
745
Delphi Private Advisors
California
$5K -$5.33K -209 -49%
RFA
746
Reilly Financial Advisors
California
$5K -$2.14K -84 -30%
TFO
747
Tarbox Family Office
California
$5K -$1.46K -57 -21%
SSB
748
Sandy Spring Bank
Maryland
$5K +$2.55K +100 +100%
GBBWRPM
749
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K +$5.1K +200 New
WEC
750
Winslow Evans & Crocker
Massachusetts
$4K -$4.29K -168 -51%
28 29
30
31 32