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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
851
Intercontinental Wealth Advisors
Texas
$142K -$134 -3 -0.1%
PCM
852
Penserra Capital Management
California
$131K -$8.47K -190 -6%
AIM
853
Advantage Investment Management
Iowa
$128K -$14.1K -317 -10%
O
854
Ossiam
France
$126K +$128K +2,878 New
VFA
855
Valeo Financial Advisors
Indiana
$123K -$4.24K -95 -3%
FNB
856
Farmers National Bank
Kentucky
$121K – – –
QCG
857
Quadrant Capital Group
Ohio
$121K +$24.5K +549 +22%
RCAG
858
Rehmann Capital Advisory Group
Michigan
$119K +$6.11K +137 +5%
ECM
859
Estabrook Capital Management
New York
$118K – – –
PFO
860
Pathstone Family Office
New Jersey
$117K – – –
PFBT
861
Parkside Financial Bank & Trust
Missouri
$115K +$6.6K +148 +6%
ZB
862
Zions Bancorporation
Utah
$111K -$8.07K -181 -7%
GWA
863
Guidant Wealth Advisors
Illinois
$110K – – –
IBOK
864
Independence Bank of Kentucky
Kentucky
$110K – – –
NSB
865
Norway Savings Bank
Maine
$105K -$12.3K -275 -10%
BWM
866
Baystate Wealth Management
Massachusetts
$104K +$714 +16 +0.7%
NFG
867
Next Financial Group
Texas
$104K +$39.8K +892 +60%
PCP
868
Proficio Capital Partners
Massachusetts
$97K +$20.8K +467 +27%
CCM
869
Covington Capital Management
California
$94K +$8.92K +200 +10%
APC
870
Aspire Private Capital
North Carolina
$93K +$14.7K +329 +18%
OC
871
Oakworth Capital
Alabama
$92K +$22.5K +504 +32%
JFGIW
872
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90K – – –
CCM
873
Cribstone Capital Management
Maine
$88K -$1.61K -36 -2%
IFA
874
Interactive Financial Advisors
Illinois
$88K – – –
SBL
875
Sargent Bickham Lagudis
Colorado
$87K +$4.5K +101 +5%
33 34
35
36 37