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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
876
AR Asset Management
California
$931K – – –
SBIA
877
Sheaff Brock Investment Advisors
Indiana
$928K -$37.1K -427 -4%
CWAG
878
Compton Wealth Advisory Group
Virginia
$924K +$39.5K +455 +4%
RPC
879
Rossmore Private Capital
Connecticut
$920K – – –
AIA
880
Alera Investment Advisors
Illinois
$916K +$97.6K +1,124 +11%
DT
881
Diversified Trust
Tennessee
$911K +$292K +3,363 +43%
DWT
882
Dorsey & Whitney Trust
South Dakota
$907K -$26.7K -308 -3%
TCOV
883
Trust Company of Vermont
Vermont
$905K -$45.6K -525 -5%
EWA
884
EverSource Wealth Advisors
Alabama
$897K -$33.4K -385 -3%
WT
885
Washington Trust
Rhode Island
$896K +$17.4K +200 +2%
BFIM
886
Beese Fulmer Investment Management
Ohio
$896K – – –
IA
887
IFP Advisors
Florida
$894K -$45.5K -524 -5%
WCM
888
Washburn Capital Management
Florida
$892K -$16.5K -190 -2%
CIAS
889
Capital Investment Advisory Services
North Carolina
$892K +$67.4K +776 +8%
LB
890
Legacy Bridge
Iowa
$890K – – –
BCM
891
BlueCrest Capital Management
Jersey
$882K +$937K +10,796 New
VWM
892
Venturi Wealth Management
Texas
$869K -$4.34K -50 -0.5%
WPC
893
Wedmont Private Capital
Pennsylvania
$866K -$83.8K -965 -8%
TCOT
894
Trust Company of Toledo
Ohio
$864K +$439K +5,055 +91%
VSQM
895
V-Square Quantitative Management
Illinois
$864K +$245K +2,817 +36%
FFP
896
FourThought Financial Partners
Florida
$863K -$73.4K -845 -7%
HTC
897
Haverford Trust Company
Pennsylvania
$859K -$137K -1,581 -13%
BFG
898
Beacon Financial Group
Texas
$859K -$33K -380 -4%
NCM
899
NCM Capital Management
New Jersey
$857K -$10.1K -116 -1%
TSWM
900
Triangle Securities Wealth Management
North Carolina
$856K -$18.8K -217 -2%
34 35
36
37 38