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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PGA
851
Premia Global Advisors
Florida
$153K +$153K +3,626 New
AIM
852
Assured Investment Management
New York
$151K +$82.9K +1,970 +122%
ADL
853
Asset Dedication LLC
California
$149K -$27K -641 -15%
MA
854
MCF Advisors
Kentucky
$143K – – –
IWA
855
Intercontinental Wealth Advisors
Texas
$137K – – –
AIM
856
Advantage Investment Management
Iowa
$136K -$26.3K -624 -16%
MFW
857
Mosaic Family Wealth
Missouri
$136K +$8.5K +202 +7%
VFA
858
Valeo Financial Advisors
Indiana
$123K +$29.6K +704 +32%
HI
859
Human Investing
Oregon
$117K +$4.75K +113 +4%
FNB
860
Farmers National Bank
Kentucky
$117K +$116K +2,768 New
ZB
861
Zions Bancorporation
Utah
$115K +$114K +2,716 New
ECM
862
Estabrook Capital Management
New York
$113K – – –
NSB
863
Norway Savings Bank
Maine
$113K -$8.42K -200 -7%
PFO
864
Pathstone Family Office
New Jersey
$112K +$112K +2,666 New
BWM
865
Baystate Wealth Management
Massachusetts
$111K +$673 +16 +0.7%
RCAG
866
Rehmann Capital Advisory Group
Michigan
$109K +$17.6K +419 +19%
IBOK
867
Independence Bank of Kentucky
Kentucky
$106K -$16.8K -400 -14%
GWA
868
Guidant Wealth Advisors
Illinois
$106K – – –
PFBT
869
Parkside Financial Bank & Trust
Missouri
$104K +$7.07K +168 +7%
OFW
870
Omnia Family Wealth
Florida
$102K – – –
SLF
871
Sun Life Financial
Ontario, Canada
$93K -$60.9K -1,448 -40%
QCG
872
Quadrant Capital Group
Ohio
$92K -$295 -7 -0.3%
JFGIW
873
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$86K -$13K -310 -13%
CCM
874
Cribstone Capital Management
Maine
$86K – – –
IWP
875
Icon Wealth Partners
Texas
$86K +$86K +2,044 New
33 34
35
36 37