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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
876
Summit Trail Advisors
New York
$1.01M -$147K -1,840 -14%
BFIM
877
Beese Fulmer Investment Management
Ohio
$1.01M -$8.08K -101 -0.9%
LB
878
Legacy Bridge
Iowa
$1.01M -$4K -50 -0.5%
HC
879
Hamilton Capital
Ohio
$1.01M +$58.1K +726 +7%
AIA
880
Alera Investment Advisors
Illinois
$1M -$38.4K -480 -4%
WCM
881
Washburn Capital Management
Florida
$1M -$15.6K -195 -2%
SWA
882
Stratos Wealth Advisors
Ohio
$998K +$52.9K +661 +7%
PFBT
883
Parkside Financial Bank & Trust
Missouri
$996K +$338K +4,230 +66%
MCM
884
Mork Capital Management
California
$995K +$59.2K +740 +7%
BTWM
885
Baker Tilly Wealth Management
Wisconsin
$994K -$71.4K -893 -8%
NCM
886
NCM Capital Management
New Jersey
$994K +$12.8K +160 +2%
ICG
887
InterOcean Capital Group
Tennessee
$988K -$81.8K -1,022 -9%
BONH
888
Bank of New Hampshire
New Hampshire
$988K -$789K -9,857 -48%
OAM
889
Ostrum Asset Management
France
$987K -$561K -7,009 -40%
HTC
890
Haverford Trust Company
Pennsylvania
$985K +$3.2K +40 +0.4%
MMPW
891
Mitchell McLeod Pugh & Williams
Alabama
$981K +$29.4K +368 +4%
CWP
892
Concord Wealth Partners
Virginia
$975K +$192K +2,404 +30%
VWM
893
Venturi Wealth Management
Texas
$974K -$16.4K -205 -2%
TSWM
894
Triangle Securities Wealth Management
North Carolina
$973K -$3.84K -48 -0.5%
CGIM
895
Capital Group Investment Management
Singapore
$967K – – –
CWM
896
Castle Wealth Management
Florida
$965K +$13.7K +171 +2%
GM
897
Granger Management
New York
$964K +$535K +6,692 +184%
EAM
898
Eagle Asset Management
Florida
$963K +$200K +2,502 +32%
FFP
899
FourThought Financial Partners
Florida
$959K -$23.3K -291 -3%
BJL
900
Brighton Jones LLC
Washington
$956K -$16.7K -209 -2%
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