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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
801
Wealthspire Advisors (New York)
New York
$1.12M -$117K -1,251 -9%
CA
802
Cetera Advisors
Colorado
$1.11M -$41.3K -442 -3%
SACTSONJ
803
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.11M – – –
PWP
804
Principle Wealth Partners
Connecticut
$1.1M +$373 +4 +0%
ANTB
805
AMG National Trust Bank
Colorado
$1.1M +$151K +1,622 +15%
FNT
806
First National Trust
Pennsylvania
$1.1M -$8.68K -93 -0.7%
AC
807
Abbrea Capital
California
$1.1M +$29.4K +315 +3%
BFS
808
Bard Financial Services
Connecticut
$1.1M – – –
FCP
809
Fidelis Capital Partners
Florida
$1.09M +$929K +9,956 +343%
HCA
810
Harbour Capital Advisors
Virginia
$1.09M +$1.16M +12,425 New
CFG
811
Citizens Financial Group
Rhode Island
$1.09M -$62.8K -673 -5%
TFA
812
Transamerica Financial Advisors
Florida
$1.09M +$33.3K +357 +3%
WAP
813
Wealthcare Advisory Partners
Pennsylvania
$1.08M +$33.5K +359 +3%
PL
814
Perpetual Ltd
Australia
$1.08M +$1.15M +12,312 New
GIA
815
Gladstone Institutional Advisory
Florida
$1.08M +$560K +5,998 +95%
VCM
816
Viewpoint Capital Management
Washington
$1.07M -$6.53K -70 -0.6%
AIA
817
Affinity Investment Advisors
California
$1.07M -$45K -482 -4%
SWS
818
SYSTM Wealth Solutions
Illinois
$1.06M -$165K -1,766 -13%
CASB
819
Cape Ann Savings Bank
Massachusetts
$1.06M +$53.1K +569 +5%
JWCA
820
J.W. Cole Advisors
Florida
$1.06M +$22.9K +245 +2%
FFP
821
FourThought Financial Partners
Florida
$1.06M -$68.2K -731 -6%
DWT
822
Dorsey & Whitney Trust
South Dakota
$1.06M -$116K -1,243 -9%
WW
823
Waterfront Wealth
Kansas
$1.05M +$6.35K +68 +0.6%
WWA
824
WCG Wealth Advisors
Nevada
$1.05M – – –
PTC
825
Private Trust Company
Ohio
$1.05M +$206K +2,209 +23%
31 32
33
34 35