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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
751
Appleton Partners
Massachusetts
$229K -$2.75K -62 -1%
BAM
752
Berkshire Asset Management
Pennsylvania
$227K – – –
CFG
753
Citizens Financial Group
Rhode Island
$226K -$25.5K -575 -10%
RMDI
754
R.M. Davis Inc
Maine
$226K +$234K +5,281 New
BFM
755
Boothbay Fund Management
New York
$226K +$234K +5,283 New
SFG
756
SevenBridge Financial Group
Pennsylvania
$225K -$63.1K -1,421 -21%
OWD
757
Osborn Williams & Donohoe
Ohio
$225K +$8.88K +200 +4%
FWM
758
Frontier Wealth Management
Missouri
$225K +$234K +5,263 New
FIB
759
First Interstate Bank
Montana
$224K – – –
EWM
760
Evermay Wealth Management
Virginia
$222K – – –
IAA
761
Independent Advisor Alliance
North Carolina
$222K +$19.1K +431 +9%
MHS
762
M Holdings Securities
Oregon
$220K +$3.68K +83 +2%
FG
763
Fiduciary Group
Georgia
$219K – – –
EDRH
764
Edmond de Rothschild Holding
Switzerland
$216K -$187K -4,203 -45%
CG
765
Cutler Group
California
$214K -$4.49M -101,150 -95%
EGA
766
E&G Advisors
Texas
$214K – – –
LNB
767
Ledyard National Bank
$214K – – –
NSAM
768
North Star Asset Management
Wisconsin
$214K – – –
PA
769
Parallel Advisors
California
$214K +$17.8K +402 +9%
CAW
770
Cornerstone Advisors (Washington)
Washington
$213K -$76.3K -1,720 -26%
S
771
SignatureFD
Georgia
$210K -$1.55K -35 -0.7%
CPP
772
Crow Point Partners
Massachusetts
$210K +$215K +4,847 New
TAM
773
Tocqueville Asset Management
New York
$210K +$217K +4,898 New
EAM
774
Eagle Asset Management
Florida
$210K +$218K +4,902 New
KWM
775
Kingsview Wealth Management
Oregon
$204K +$211K +4,751 New
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