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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
I2I
776
Insight 2811 Inc
Illinois
$235K -$412K -8,740 -56%
ASN
777
Advisory Services Network
Georgia
$234K +$55.8K +1,185 +21%
NNP
778
Nachman Norwood & Parrott
South Carolina
$229K -$52K -1,104 -14%
AMC
779
Asset Management Corp
Illinois
$229K -$37K -786 -10%
WP
780
WealthSource Partners
California
$228K +$5.51K +117 +2%
DSC
781
Duncker Streett & Co
Missouri
$227K – – –
BCWM
782
Bartlett & Co Wealth Management
Ohio
$226K -$93.3K -1,980 -23%
MOS
783
MGO One Seven
Ohio
$226K -$9K -191 -3%
JFGIW
784
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$226K +$377 +8 +0.1%
BC
785
Bartlett & Co
Ohio
$226K +$313K +6,651 New
BB
786
Bell Bank
North Dakota
$225K -$34.8K -738 -10%
KPCM
787
Kings Point Capital Management
New York
$224K – – –
CPO
788
Cerity Partners OCIO
New York
$223K +$70.6K +1,498 +30%
CBOR
789
Community Bank of Raymore
Missouri
$222K – – –
SFS
790
Strategic Financial Services
New York
$222K +$308K +6,532 New
QI
791
Qtron Investments
Massachusetts
$222K +$308K +6,538 New
LDB
792
Lee, Danner & Bass
Tennessee
$220K – – –
LSAG
793
Lake Street Advisors Group
New Hampshire
$220K +$98.6K +2,094 +48%
OIA
794
Optimum Investment Advisors
Illinois
$219K – – –
SFA
795
Sequoia Financial Advisors
Ohio
$219K +$304K +6,455 New
MAM
796
Meeder Asset Management
Ohio
$216K +$155K +3,282 +107%
CFB
797
Cullen/Frost Bankers
Texas
$215K -$39.6K -841 -12%
RIM
798
Reliant Investment Management
Tennessee
$215K +$298K +6,335 New
HS
799
Haafor (Singapore)
Singapore
$212K -$132K -2,805 -31%
CFGS
800
Concourse Financial Group Securities
Alabama
$212K -$12.5K -266 -4%
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