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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
801
Citizens Financial Group
Rhode Island
$1.11M -$4.52K -53 -0.4%
SS
802
Simplicity Solutions
Minnesota
$1.11M +$98.3K +1,153 +10%
FB
803
Fulton Bank
Pennsylvania
$1.11M +$39.1K +459 +4%
CT
804
Columbia Trust
Oregon
$1.1M -$77.9K -914 -7%
TF
805
TLWM Financial
Texas
$1.09M +$454K +5,322 +71%
FFP
806
FourThought Financial Partners
Florida
$1.09M +$1.09M +12,771 New
S
807
Seeyond
France
$1.08M +$406K +4,758 +60%
AIA
808
Affinity Investment Advisors
California
$1.08M – – –
FNT
809
First National Trust
Pennsylvania
$1.07M -$13.9K -163 -1%
SACTSONJ
810
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.07M – – –
PWP
811
Principle Wealth Partners
Connecticut
$1.07M -$2.3K -27 -0.2%
BFS
812
Bard Financial Services
Connecticut
$1.06M – – –
BFIM
813
Beese Fulmer Investment Management
Ohio
$1.06M +$1.06M +12,445 New
AJ
814
Ashburton (Jersey)
Jersey
$1.05M -$206K -2,414 -16%
LSAG
815
Lake Street Advisors Group
New Hampshire
$1.05M -$81.6K -958 -7%
VCM
816
Viewpoint Capital Management
Washington
$1.04M -$4.26K -50 -0.4%
DLHL
817
Donald L. Hagan LLC
Florida
$1.04M +$41.7K +489 +4%
GAM
818
Gotham Asset Management
New York
$1.04M +$167K +1,965 +19%
AC
819
Abbrea Capital
California
$1.04M -$124K -1,459 -11%
SIC
820
Salem Investment Counselors
North Carolina
$1.03M -$28.5K -334 -3%
GG
821
Gofen & Glossberg
Illinois
$1.03M +$208K +2,440 +25%
QC
822
Quent Capital
New York
$1.03M +$48K +563 +5%
TFA
823
Transamerica Financial Advisors
Florida
$1.02M +$1.02M +12,017 New
BWM
824
Buckley Wealth Management
Nevada
$1.02M +$7.58K +89 +0.7%
WWA
825
WCG Wealth Advisors
Nevada
$1.02M +$75.4K +885 +8%
31 32
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