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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WANY
826
Wealthspire Advisors (New York)
New York
$245K +$226K +4,785 New
PPP
827
Private Portfolio Partners
New Jersey
$242K +$224K +4,722 New
GIA
828
GHP Investment Advisors
Colorado
$241K +$224K +4,723 New
HB
829
Homrich & Berg
Georgia
$240K -$32.6K -689 -13%
KFC
830
Klingenstein Fields & Co
New York
$236K -$947K -20,000 -81%
AWM
831
Avior Wealth Management
Nebraska
$235K – – –
O
832
Ossiam
France
$235K +$82.8K +1,749 +62%
EH
833
Equitable Holdings
New York
$235K +$217K +4,595 New
PVWM
834
Point View Wealth Management
New Jersey
$235K +$218K +4,606 New
ST
835
Smithfield Trust
Pennsylvania
$234K -$2.6K -55 -1%
FCA
836
FinTrust Capital Advisors
South Carolina
$234K -$2.37K -50 -1%
EDRH
837
Edmond de Rothschild Holding
Switzerland
$231K – – –
H
838
HoyleCohen
California
$231K +$214K +4,525 New
VWA
839
Visionary Wealth Advisors
Illinois
$230K +$213K +4,494 New
VCM
840
Vivaldi Capital Management
Illinois
$228K -$23K -486 -10%
EWG
841
Executive Wealth Group
Washington
$227K +$210K +4,443 New
VNA
842
Valley National Advisers
Pennsylvania
$227K -$13.2K -279 -6%
FFG
843
Frisch Financial Group
New York
$226K +$209K +4,412 New
LSAG
844
Lake Street Advisors Group
New Hampshire
$224K +$208K +4,390 New
EHWM
845
Eads & Heald Wealth Management
Georgia
$223K +$207K +4,370 New
TMAM
846
Tokio Marine Asset Management
Japan
$222K +$206K +4,347 New
AC
847
Avestar Capital
New York
$221K -$58.8K -1,243 -22%
MCM
848
MAI Capital Management
Ohio
$221K -$50.9K -1,075 -20%
LWM
849
Lyell Wealth Management
California
$220K +$203K +4,299 New
AAM
850
American Asset Management
Florida
$220K +$204K +4,301 New
32 33
34
35 36