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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
VNA
826
Valley National Advisers
Pennsylvania
$202K -$38.8K -908 -16%
SMFS
827
Squar Milner Financial Services
California
$200K +$26.8K +628 +18%
FCA
828
FinTrust Capital Advisors
South Carolina
$198K -$25.2K -590 -11%
ST
829
Smithfield Trust
Pennsylvania
$198K +$32.9K +770 +20%
AWM
830
Avior Wealth Management
Nebraska
$196K -$4.92K -115 -2%
ATC
831
Adirondack Trust Company
New York
$196K +$2.99K +70 +2%
PK
832
Pflug Koory
Nebraska
$195K – – –
BBHC
833
Brown Brothers Harriman & Co
New York
$194K +$7.91K +185 +4%
EDRH
834
Edmond de Rothschild Holding
Switzerland
$193K -$76.7K -1,794 -28%
TL
835
TrueWealth LLC
Georgia
$189K – – –
HWA
836
Heritage Wealth Advisors
Virginia
$175K -$427 -10 -0.2%
QCG
837
Quadrant Capital Group
Ohio
$174K +$58.1K +1,360 +45%
RCC
838
Red Cedar Capital
Nebraska
$171K – – –
IA
839
IFP Advisors
Florida
$170K +$170K +3,978 New
PWMG
840
Prestige Wealth Management Group
New Jersey
$161K – – –
GLI
841
Guardian Life Insurance
New York
$157K -$3.33K -78 -2%
FHA
842
First Horizon Advisors
Tennessee
$157K +$8.21K +192 +6%
FWM
843
Focused Wealth Management
New York
$153K – – –
PRC
844
Pearl River Capital
Michigan
$152K +$67.9K +1,589 +81%
MA
845
MCF Advisors
Kentucky
$144K – – –
S
846
Seeyond
France
$143K – – –
IWA
847
Intercontinental Wealth Advisors
Texas
$136K -$1.54K -36 -1%
GI
848
Gradient Investments
Minnesota
$133K -$8.16M -190,906 -98%
PCM
849
Penserra Capital Management
California
$128K – – –
PFO
850
Pathstone Family Office
New Jersey
$127K +$14.1K +330 +12%
32 33
34
35 36