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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ERIC
876
Eagle Rock Investment Company
Georgia
$790K – – –
GA
877
Greenhaven Associates
New York
$790K – – –
ZCA
878
Zeke Capital Advisors
Pennsylvania
$790K – – –
DT
879
Diversified Trust
Tennessee
$788K -$511K -6,057 -38%
PTC
880
Private Trust Company
Ohio
$787K +$24.8K +294 +3%
NERM
881
New England Research & Management
Illinois
$786K -$25.3K -300 -3%
OIA
882
OneDigital Investment Advisors
Kansas
$782K +$38K +451 +5%
WANY
883
Wealthspire Advisors (New York)
New York
$780K -$89.8K -1,066 -10%
PCM
884
Pennsylvania Capital Management
Pennsylvania
$779K +$63.7K +756 +8%
MMPW
885
Mitchell McLeod Pugh & Williams
Alabama
$775K -$12.6K -149 -1%
LGA
886
Lebenthal Global Advisors
New York
$766K -$115K -1,362 -12%
GG
887
Gofen & Glossberg
Illinois
$763K +$51.2K +608 +7%
SIM
888
Sentry Investment Management
Wisconsin
$758K – – –
SAM
889
Silvercrest Asset Management
New York
$755K -$87.7K -1,040 -10%
PPW
890
Parcion Private Wealth
Washington
$753K – – –
WPW
891
Warther Private Wealth
Ohio
$751K -$32.2K -382 -4%
CCM
892
CTC Capital Management
Illinois
$751K +$801K +9,500 New
SRC
893
Sage Rhino Capital
California
$743K +$11.1K +132 +1%
TCOV
894
Trust Company of Vermont
Vermont
$741K +$20.5K +243 +3%
PCM
895
Parsons Capital Management
Rhode Island
$737K +$20.6K +245 +3%
GAMC
896
Garner Asset Management Corp
Texas
$734K +$782K +9,283 New
BCM
897
Brookstone Capital Management
Illinois
$733K -$28.3K -336 -3%
SCI
898
Stableford Capital II
Arizona
$732K -$57.6K -683 -7%
ADL
899
Asset Dedication LLC
California
$731K +$783K +9,288 New
WPW
900
Waldron Private Wealth
Pennsylvania
$730K +$82.1K +974 +12%
34 35
36
37 38