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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
826
CSat Investment Advisory
Michigan
$201K +$84.2K +2,000 +72%
SWMG
827
Strategic Wealth Management Group
Maryland
$201K +$201K +4,765 New
BBWA
828
Bell & Brown Wealth Advisors
California
$200K +$199K +4,731 New
PK
829
Pflug Koory
Nebraska
$197K -$10.5K -250 -5%
FMT
830
First Mercantile Trust
Tennessee
$197K +$54.5K +1,295 +38%
YWP
831
YorkBridge Wealth Partners
New York
$196K -$13.8K -329 -7%
AWM
832
Avior Wealth Management
Nebraska
$194K -$14.7K -350 -7%
BCM
833
Brasada Capital Management
Texas
$190K +$189K +4,500 New
CAM
834
Cresset Asset Management
Illinois
$189K +$97.8K +2,325 +108%
TL
835
TrueWealth LLC
Georgia
$188K – – –
CMTU
836
Capital Markets Trading (UK)
United Kingdom
$185K -$1.8M -42,862 -91%
FWM
837
Focused Wealth Management
New York
$185K -$5.89K -140 -3%
CII
838
Capital International Inc
California
$183K – – –
BC
839
Bartlett & Co
Ohio
$181K -$8.42K -200 -4%
BCWM
840
Bartlett & Co Wealth Management
Ohio
$181K -$8.42K -200 -4%
LFA
841
Legacy Financial Advisors
Kentucky
$175K +$39.9K +949 +30%
HWA
842
Heritage Wealth Advisors
Virginia
$174K +$46.5K +1,104 +37%
S
843
Seeyond
France
$173K -$264K -6,273 -61%
OWD
844
Osborn Williams & Donohoe
Ohio
$172K +$161K +3,832 New
RCC
845
Red Cedar Capital
Nebraska
$169K – – –
SMFS
846
Squar Milner Financial Services
California
$169K +$4.08K +97 +2%
PWMG
847
Prestige Wealth Management Group
New Jersey
$160K -$408K -9,698 -72%
GLI
848
Guardian Life Insurance
New York
$158K – – –
ST
849
Smithfield Trust
Pennsylvania
$155K +$3.2K +76 +2%
PCM
850
Penserra Capital Management
California
$153K +$6.78K +161 +5%
32 33
34
35 36