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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ANTB
801
AMG National Trust Bank
Colorado
$1.49M -$146K -1,451 -9%
KWA
802
Kingswood Wealth Advisors
California
$1.49M +$377K +3,743 +36%
NG
803
Norden Group
Utah
$1.49M +$699K +6,943 +95%
COCM
804
Charter Oak Capital Management
New Hampshire
$1.48M +$1.43M +14,217 New
DI
805
Diligent Investors
California
$1.48M -$2.12K -21 -0.1%
CAMV
806
Concord Asset Management (Virginia)
Virginia
$1.47M +$104K +1,028 +8%
TAM
807
Tocqueville Asset Management
New York
$1.47M -$48.8K -485 -3%
CIAS
808
Capital Investment Advisory Services
North Carolina
$1.47M +$39.4K +391 +3%
GRP
809
Global Retirement Partners
California
$1.47M +$107K +1,063 +8%
BTI
810
Blue Trust Inc
Georgia
$1.47M +$642K +6,373 +73%
NB
811
Northwest Bancshares
Pennsylvania
$1.47M +$1.11M +10,995 +354%
BW
812
Bison Wealth
Georgia
$1.47M -$544K -5,400 -28%
KF
813
Krilogy Financial
Missouri
$1.45M +$11.2K +111 +0.8%
GAMC
814
Garner Asset Management Corp
Texas
$1.45M +$23.6K +234 +2%
EM
815
Excalibur Management
Massachusetts
$1.45M -$17.8K -177 -1%
FFA
816
Farther Finance Advisors
California
$1.42M -$135K -1,345 -9%
PIM
817
Penobscot Investment Management
Massachusetts
$1.42M – – –
TCOV
818
Trust Company of Vermont
Vermont
$1.42M +$140K +1,387 +11%
AWM
819
AE Wealth Management
Kansas
$1.42M +$235K +2,334 +21%
PFBT
820
Parkside Financial Bank & Trust
Missouri
$1.41M +$22.1K +219 +2%
LIA
821
LS Investment Advisors
Michigan
$1.41M +$793K +7,875 +139%
JWCA
822
J.W. Cole Advisors
Florida
$1.41M +$28.3K +281 +2%
SFM
823
Systematic Financial Management
New Jersey
$1.41M – – –
JSSH
824
J. Safra Sarasin Holding
$1.41M -$501K -4,977 -27%
IFG
825
Independent Financial Group
California
$1.4M +$100K +997 +8%
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