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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
851
Premier Fund Managers
United Kingdom
$256K +$223K +5,300 New
PCM
852
Perritt Capital Management
Illinois
$255K +$222K +5,275 New
IWA
853
Intercontinental Wealth Advisors
Texas
$251K +$218K +5,198 New
GVAG
854
Great Valley Advisor Group
Delaware
$251K +$219K +5,211 New
BBWA
855
Bell & Brown Wealth Advisors
California
$250K +$211K +5,015 New
BOM
856
Bank of Marin
California
$249K +$217K +5,163 New
SYBT
857
Stock Yards Bank & Trust
Kentucky
$247K +$215K +5,131 New
PWM
858
PRW Wealth Management
Massachusetts
$246K +$214K +5,093 New
CWM
859
Centric Wealth Management
Illinois
$245K +$213K +5,072 New
TIA
860
Tiemann Investment Advisors
California
$245K +$213K +5,075 New
TL
861
TrueWealth LLC
Georgia
$242K -$1.26K -30 -0.6%
IA
862
IFG Advisors
Missouri
$241K +$209K +4,983 New
IWC
863
Integrated Wealth Concepts
Massachusetts
$238K +$207K +4,924 New
CHAM
864
Clear Harbor Asset Management
Connecticut
$237K +$206K +4,900 New
HPC
865
HM Payson & Co
Maine
$236K – – –
EWA
866
Exencial Wealth Advisors
Oklahoma
$236K +$205K +4,882 New
PNC
867
Park National Corp
Ohio
$234K +$203K +4,844 New
RPC
868
Rossmore Private Capital
Connecticut
$233K +$202K +4,815 New
TC
869
TradeLink Capital
Illinois
$232K +$202K +4,800 New
VWA
870
Visionary Wealth Advisors
Illinois
$232K +$202K +4,804 New
PFGIA
871
Patriot Financial Group Insurance Agency
Massachusetts
$230K +$20.2K +480 +8%
RMA
872
Roffman Miller Associates
Pennsylvania
$230K +$200K +4,761 New
BOH
873
Bank of Hawaii
Hawaii
$228K -$93.4K -2,223 -32%
HKAM
874
Horizon Kinetics Asset Management
New York
$227K -$241K -5,741 -55%
NSIM
875
North Star Investment Management
Illinois
$226K -$289K -6,886 -60%
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