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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
726
Caprock Group
Idaho
$1.8M +$58.3K +662 +4%
SG
727
StoneX Group
New York
$1.8M +$389K +4,417 +30%
SW
728
SVB Wealth
Massachusetts
$1.78M -$4.32K -49 -0.3%
FFM
729
Forum Financial Management
Illinois
$1.78M -$12.7K -144 -0.8%
CIA
730
Capital Investment Advisors
Georgia
$1.76M +$35.5K +403 +2%
PA
731
Profund Advisors
Maryland
$1.76M +$36.1K +410 +2%
VFA
732
Valeo Financial Advisors
Indiana
$1.76M +$170K +1,931 +12%
DCM
733
Donaldson Capital Management
Indiana
$1.75M -$2.99M -34,005 -65%
CCP
734
Clough Capital Partners
Massachusetts
$1.75M – – –
AIM
735
Acropolis Investment Management
Missouri
$1.73M +$26.9K +305 +2%
MAS
736
Meeder Advisory Services
Ohio
$1.73M +$34.7K +394 +2%
SLI
737
Sumitomo Life Insurance
Japan
$1.72M -$63.4K -720 -4%
AFM
738
Abbot Financial Management
Massachusetts
$1.71M -$1.76K -20 -0.1%
DM
739
Delphi Management
Massachusetts
$1.71M +$121K +1,375 +8%
HI
740
Horizon Investments
North Carolina
$1.68M -$19.3K -219 -1%
HTC
741
Haverford Trust Company
Pennsylvania
$1.68M +$639K +7,251 +69%
SIM
742
Stratos Investment Management
Ohio
$1.67M +$1.56M +17,760 New
GDP
743
Great Diamond Partners
Maine
$1.65M +$16.5K +187 +1%
ADBIC
744
A.D. Beadell Investment Counsel
Wisconsin
$1.65M -$15.4K -175 -1%
IFWM
745
Institute for Wealth Management
Colorado
$1.65M -$8.63K -98 -0.6%
HCM
746
Howland Capital Management
Massachusetts
$1.64M -$119K -1,356 -7%
OAM
747
Oak Asset Management
California
$1.63M +$8.37K +95 +0.6%
SAI
748
Systematic Alpha Investments
New Jersey
$1.63M – – –
WT
749
Whittier Trust
California
$1.62M +$368K +4,184 +32%
MCWS
750
McKinley Carter Wealth Services
West Virginia
$1.62M +$92.2K +1,047 +6%
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