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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BJL
901
Brighton Jones LLC
Washington
$855K +$111K +1,275 +14%
CBT
902
Central Bank & Trust
Kentucky
$853K -$85.3K -983 -9%
ADL
903
Asset Dedication LLC
California
$851K -$12K -138 -1%
MGIA
904
Moneta Group Investment Advisors
Missouri
$851K +$1.04K +12 +0.1%
CWM
905
Calamos Wealth Management
Illinois
$849K +$25.2K +290 +3%
CA
906
Clearstead Advisors
Ohio
$848K +$414K +4,763 +85%
CGIM
907
Capital Group Investment Management
Singapore
$847K -$735K -8,467 -45%
MAM
908
Mark Asset Management
New York
$843K -$10.3M -118,901 -92%
RCIM
909
Red Cedar Investment Management
Michigan
$840K +$7.73K +89 +0.9%
GSEP
910
Golden State Equity Partners
California
$836K -$323K -3,723 -27%
CWM
911
Castle Wealth Management
Florida
$831K +$333K +3,832 +60%
SAM
912
Silvercrest Asset Management
New York
$830K – – –
MMPW
913
Mitchell McLeod Pugh & Williams
Alabama
$829K +$64.3K +741 +8%
HC
914
Hamilton Capital
Ohio
$825K +$33.5K +386 +4%
FFA
915
First Foundation Advisors
California
$824K +$113K +1,300 +15%
PL
916
Perpetual Ltd
Australia
$824K -$188K -2,164 -18%
SWA
917
Stratos Wealth Advisors
Ohio
$820K +$872K +10,045 New
GA
918
Greenhaven Associates
New York
$817K – – –
MCM
919
Mork Capital Management
California
$811K – – –
HIA
920
Harbor Investment Advisory
Maryland
$811K -$146K -1,684 -15%
CCFP
921
Charles Carroll Financial Partners
Massachusetts
$805K +$28.2K +325 +3%
NFC
922
Northeast Financial Consultants
Connecticut
$804K – – –
PGIM
923
Pacific Global Investment Management
California
$802K -$20.3K -234 -2%
CFCI
924
Comprehensive Financial Consultants Institutional
Indiana
$800K +$608 +7 +0.1%
PCP
925
Proficio Capital Partners
Massachusetts
$799K +$19.4K +223 +2%
35 36
37
38 39