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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
801
Calamos Wealth Management
Illinois
$1.33M -$113K -1,139 -8%
SFM
802
Systematic Financial Management
New Jersey
$1.32M – – –
CAG
803
Csenge Advisory Group
Florida
$1.32M +$232K +2,334 +19%
AC
804
Abbrea Capital
California
$1.32M +$38.8K +390 +3%
IRC
805
Investors Research Corp
Georgia
$1.32M – – –
TMAM
806
Tokio Marine Asset Management
Japan
$1.31M +$67.6K +679 +5%
MCM
807
McMillion Capital Management
North Carolina
$1.31M +$1.33M +13,346 New
WWM
808
Windsor Wealth Management
Indiana
$1.31M -$14.6K -147 -1%
PWM
809
Perigon Wealth Management
California
$1.31M +$19.7K +198 +2%
FCI
810
Financial Counselors Inc
Kansas
$1.3M -$235K -2,361 -15%
SWM
811
SeaCrest Wealth Management
New York
$1.3M -$15.8K -159 -1%
WE
812
Wealth Effects
Massachusetts
$1.29M +$1.31M +13,127 New
CFG
813
Citizens Financial Group
Rhode Island
$1.29M +$25.1K +252 +2%
LC
814
Lavaca Capital
Texas
$1.28M -$148K -1,490 -10%
HCM
815
Howland Capital Management
Massachusetts
$1.28M +$3.98K +40 +0.3%
DWT
816
Dorsey & Whitney Trust
South Dakota
$1.28M +$47.6K +478 +4%
CPO
817
Cerity Partners OCIO
New York
$1.28M +$100K +1,006 +8%
BP
818
Ballentine Partners
Massachusetts
$1.28M +$125K +1,257 +11%
TSWM
819
Triangle Securities Wealth Management
North Carolina
$1.27M -$36.9K -370 -3%
AHC
820
Adell Harriman & Carpenter
Texas
$1.27M +$296K +2,975 +30%
FNT
821
First National Trust
Pennsylvania
$1.27M +$40.2K +404 +3%
JC
822
JB Capital
Connecticut
$1.26M +$149K +1,493 +13%
IIA
823
IPG Investment Advisors
California
$1.26M +$1.28M +12,800 New
FB
824
Fulton Bank
Pennsylvania
$1.25M -$44K -442 -3%
BAM
825
Berkshire Asset Management
Pennsylvania
$1.25M – – –
31 32
33
34 35