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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
851
Strategic Investment Advisors
Michigan
$1M +$369K +4,308 +65%
USAA
852
United Services Automobile Association
Texas
$993K -$499K -5,818 -35%
VWM
853
Venturi Wealth Management
Texas
$993K -$52.2K -609 -5%
UCFA
854
United Capital Financial Advisors
Texas
$992K -$166K -1,932 -15%
MC
855
Muhlenkamp & Co
Pennsylvania
$991K – – –
HI
856
Hoey Investments
Pennsylvania
$989K -$807K -9,412 -47%
BAM
857
Blueshift Asset Management
New Jersey
$988K -$5.58M -65,078 -86%
HI
858
Horizon Investments
North Carolina
$984K -$3.01M -35,059 -76%
CA
859
Cetera Advisors
Colorado
$980K -$11.7K -137 -1%
CM
860
Capula Management
Cayman Islands
$960K +$905K +10,549 New
HH
861
Hilltop Holdings
Texas
$952K +$241K +2,813 +37%
MCM
862
MAI Capital Management
Ohio
$950K +$106K +1,241 +14%
CT
863
Columbia Trust
Oregon
$949K +$132K +1,544 +18%
NFC
864
Northeast Financial Consultants
Connecticut
$948K +$9.78K +114 +1%
BCM
865
Bourgeon Capital Management
Connecticut
$935K – – –
QSS
866
Quantitative Systematic Strategies
Florida
$934K -$386K -4,502 -31%
CIP
867
Cornerstone Investment Partners
Georgia
$930K – – –
AWM
868
Accurate Wealth Management
Florida
$930K +$870K +10,143 New
LWIC
869
Leith Wheeler Investment Counsel
British Columbia, Canada
$928K – – –
B
870
Barings
North Carolina
$923K -$1.8M -21,009 -68%
RZH
871
Relyea Zuckerberg Hanson
Connecticut
$920K – – –
PAWC
872
P.A.W. Capital
Connecticut
$917K – – –
JFGLC
873
Johnson Financial Group LLC (Colorado)
Colorado
$913K +$188K +2,191 +28%
CASB
874
Cape Ann Savings Bank
Massachusetts
$911K +$852K +9,931 New
LIM
875
Leavell Investment Management
Alabama
$893K – – –
33 34
35
36 37