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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAG
901
SageView Advisory Group
California
$951K +$624K +7,797 +255%
NP
902
Nilsine Partners
Colorado
$949K -$289K -3,607 -26%
NFC
903
Northeast Financial Consultants
Connecticut
$946K +$24K +300 +3%
CFCI
904
Comprehensive Financial Consultants Institutional
Indiana
$943K +$24.8K +310 +3%
GA
905
Greenhaven Associates
New York
$933K – – –
MGIA
906
Moneta Group Investment Advisors
Missouri
$930K -$35.3K -441 -4%
CAMV
907
Concord Asset Management (Virginia)
Virginia
$925K +$254K +3,169 +47%
CIA
908
Choate Investment Advisors
Massachusetts
$925K +$19.9K +249 +3%
FPCP
909
Fort Point Capital Partners
California
$920K +$34.2K +428 +5%
MAM
910
Mark Asset Management
New York
$918K -$38.4K -480 -5%
CA
911
Commerzbank Aktiengesellschaft
Germany
$914K +$784K +9,798 New
PCP
912
Proficio Capital Partners
Massachusetts
$912K -$400 -5 -0.1%
LA
913
LVW Advisors
New York
$907K +$194K +2,422 +33%
CIA
914
Concurrent Investment Advisors
Florida
$905K +$777K +9,710 New
AWE
915
Avidian Wealth Enterprises
Texas
$902K -$206K -2,575 -21%
EA
916
Everpar Advisors
Oklahoma
$901K +$773K +9,665 New
CAG
917
Csenge Advisory Group
Florida
$901K +$81.9K +1,024 +12%
FHA
918
First Horizon Advisors
Tennessee
$898K +$1.12K +14 +0.1%
MG
919
Mather Group
Illinois
$894K -$180K -2,250 -19%
DGAM
920
Desjardins Global Asset Management
Quebec, Canada
$893K -$803K -10,042 -51%
LIM
921
Longfellow Investment Management
Massachusetts
$893K +$766K +9,572 New
GSEP
922
Golden State Equity Partners
California
$890K -$55.4K -693 -7%
TCOV
923
Trust Company of Vermont
Vermont
$886K -$126K -1,579 -14%
CPC
924
Congress Park Capital
New York
$886K +$552K +6,900 +265%
PPW
925
Parcion Private Wealth
Washington
$883K – – –
35 36
37
38 39