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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
776
Wharton Business Group
Pennsylvania
$248K – – –
AEPG
777
American Economic Planning Group
New Jersey
$247K -$4.97K -118 -2%
IB
778
Intrust Bank
Kansas
$246K -$25.2K -599 -9%
SS
779
Sunbelt Securities
Texas
$246K +$12.1K +287 +5%
HB
780
Homrich & Berg
Georgia
$246K +$246K +5,834 New
GPA
781
Garrison Point Advisors
California
$244K – – –
KA
782
KLCM Advisors
Wisconsin
$240K -$55.4K -1,317 -19%
LC
783
Loews Corp
New York
$239K – – –
CA
784
Calton & Associates
Florida
$239K +$8.46K +201 +4%
WWM
785
Western Wealth Management
Colorado
$237K +$3.54K +84 +2%
MWPCG
786
Measured Wealth Private Client Group
New Hampshire
$235K +$235K +5,579 New
PWAG
787
Polaris Wealth Advisory Group
California
$234K – – –
BBHC
788
Brown Brothers Harriman & Co
New York
$234K +$81K +1,924 +53%
ASN
789
Advisory Services Network
Georgia
$233K +$2.52K +60 +1%
CHAM
790
Clear Harbor Asset Management
Connecticut
$232K -$115K -2,737 -33%
PL
791
Perpetual Ltd
Australia
$232K – – –
FI
792
Fosun International
China
$231K -$402K -9,564 -64%
FFBTD
793
First Financial Bank - Trust Division
Ohio
$231K -$1.81K -43 -0.8%
GCC
794
Game Creek Capital
Massachusetts
$231K +$230K +5,477 New
BBNA
795
Bremer Bank National Association
Minnesota
$230K +$201K +4,774 New
IIA
796
IPG Investment Advisors
California
$230K – – –
CAM
797
CenterStar Asset Management
Illinois
$229K – – –
BWAM
798
Boyd Watterson Asset Management
Ohio
$229K +$229K +5,435 New
SYBT
799
Stock Yards Bank & Trust
Kentucky
$229K +$229K +5,435 New
CIM
800
Confluence Investment Management
Missouri
$228K -$22.1K -526 -9%
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