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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCC
926
Park Circle Company
Maryland
$38K – – –
TFO
927
Tarbox Family Office
California
$37K – – –
M
928
MOTCO
Texas
$36K – – –
GAM
929
Gemmer Asset Management
California
$34K – – –
MBT
930
Monroe Bank & Trust
Michigan
$34K – – –
CDIA
931
Capital Directions Investment Advisors
Georgia
$34K +$37.6K +720 New
SWA
932
Sutton Wealth Advisors
Florida
$33K – – –
AWM
933
AllSquare Wealth Management
New York
$30K – – –
HCM
934
Horrell Capital Management
Arkansas
$28K – – –
OC
935
Oakworth Capital
Alabama
$28K – – –
DWM
936
Destination Wealth Management
California
$28K +$2.14K +41 +7%
ST
937
Sageworth Trust
Pennsylvania
$28K +$31.4K +600 New
FHA
938
Flagship Harbor Advisors
Massachusetts
$27K +$30.4K +581 New
CFG
939
Citizens Financial Group
Rhode Island
$25K -$406K -7,774 -94%
ACS
940
Archford Capital Strategies
Illinois
$25K – – –
SFSIG
941
San Francisco Sentry Investment Group
California
$24K -$297K -5,678 -92%
FMII
942
Farmers & Merchants Investments Inc
Nebraska
$24K – – –
IDBONY
943
Israel Discount Bank of New York
New York
$24K – – –
TWMP
944
Taylor Wealth Management Partners
Massachusetts
$24K – – –
AAP
945
Arax Advisory Partners
Colorado
$24K +$627 +12 +2%
AOWM
946
Alpha Omega Wealth Management
Virginia
$24K +$26.1K +500 New
RWA
947
River Wealth Advisors
Pennsylvania
$24K +$26.9K +515 New
DBT
948
Dubuque Bank & Trust
Iowa
$23K -$12K -229 -32%
MWM
949
MinichMacGregor Wealth Management
New York
$23K – – –
MFBTD
950
MB Financial Bank - Trust Department
Illinois
$22K – – –
36 37
38
39 40