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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
726
Arden Trust
Delaware
$266K -$11.9K -277 -4%
EM
727
Excalibur Management
Massachusetts
$265K – – –
SFSIG
728
San Francisco Sentry Investment Group
California
$265K +$256K +5,944 New
EA
729
Edge Advisors
Georgia
$260K -$85.2K -1,975 -25%
GWM
730
Geneos Wealth Management
Colorado
$260K -$3.06K -71 -1%
IAA
731
Independent Advisor Alliance
North Carolina
$258K +$12.8K +296 +6%
FHA
732
First Horizon Advisors
Tennessee
$257K +$129K +2,985 +115%
FFBTD
733
First Financial Bank - Trust Division
Ohio
$255K +$13.2K +306 +6%
BAM
734
Berkshire Asset Management
Pennsylvania
$252K +$15.5K +359 +7%
HB
735
Homrich & Berg
Georgia
$251K -$87.3K -2,024 -26%
SRC
736
Shufro Rose & Co
New York
$250K – – –
SOADOR
737
State of Alaska Department of Revenue
Alaska
$249K +$120K +2,780 +99%
MHS
738
M Holdings Securities
Oregon
$247K +$16.9K +393 +8%
DG
739
Davidson & Garrard
Virginia
$246K +$5.17K +120 +2%
ADL
740
Asset Dedication LLC
California
$244K – – –
AFP
741
Ausdal Financial Partners
Iowa
$242K -$19.4K -450 -8%
NA
742
NewEdge Advisors
Louisiana
$242K +$227K +5,262 New
KWM
743
Kingsview Wealth Management
Oregon
$241K +$28K +650 +14%
S
744
SignatureFD
Georgia
$240K +$20.4K +472 +10%
YWP
745
YorkBridge Wealth Partners
New York
$239K -$6.86K -159 -3%
SFG
746
SevenBridge Financial Group
Pennsylvania
$239K – – –
AP
747
Appleton Partners
Massachusetts
$238K – – –
EWM
748
Evermay Wealth Management
Virginia
$231K – – –
VF
749
Virtu Financial
New York
$231K +$223K +5,177 New
CIAN
750
Capstone Investment Advisors (Netherlands)
New York
$231K +$224K +5,184 New
28 29
30
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