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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
826
Avior Wealth Management
Nebraska
$207K +$5.13K +115 +2%
CCM
827
Coldstream Capital Management
Washington
$207K +$211K +4,722 New
PPP
828
Private Portfolio Partners
New Jersey
$206K +$209K +4,682 New
PVWM
829
Point View Wealth Management
New Jersey
$202K -$24.5K -549 -11%
PK
830
Pflug Koory
Nebraska
$200K -$4.46K -100 -2%
ATC
831
Adirondack Trust Company
New York
$199K – – –
TL
832
TrueWealth LLC
Georgia
$194K -$1.34K -30 -0.7%
BCWM
833
Bartlett & Co Wealth Management
Ohio
$192K +$4.46K +100 +2%
BC
834
Bartlett & Co
Ohio
$192K +$4.46K +100 +2%
BBHC
835
Brown Brothers Harriman & Co
New York
$191K -$52.7K -1,181 -21%
SIC
836
Salem Investment Counselors
North Carolina
$188K -$442K -9,915 -70%
TPWA
837
TRUE Private Wealth Advisors
Oregon
$184K +$188K +4,205 New
RWA
838
Redhawk Wealth Advisors
Minnesota
$183K +$187K +4,188 New
HWA
839
Heritage Wealth Advisors
Virginia
$181K +$178 +4 +0.1%
FMLI
840
Fukoku Mutual Life Insurance
Japan
$180K -$53.5K -1,200 -23%
RCC
841
Red Cedar Capital
Nebraska
$175K – – –
ST
842
Smithfield Trust
Pennsylvania
$169K +$8.92K +200 +5%
PWMG
843
Prestige Wealth Management Group
New Jersey
$166K – – –
GLI
844
Guardian Life Insurance
New York
$165K – – –
FWM
845
Focused Wealth Management
New York
$157K -$35.7K -800 -18%
SMFS
846
Squar Milner Financial Services
California
$154K -$22.8K -512 -13%
FHA
847
First Horizon Advisors
Tennessee
$152K -$61.6K -1,382 -28%
MA
848
MCF Advisors
Kentucky
$148K – – –
S
849
Seeyond
France
$147K -$32.8K -735 -18%
WAM
850
Wolverine Asset Management
Illinois
$147K +$150K +3,372 New
32 33
34
35 36