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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RWA
926
River Wealth Advisors
Pennsylvania
$40K +$17.1K +350 +68%
NSIM
927
North Star Investment Management
Illinois
$39K – – –
LYV
928
Live Your Vision
Pennsylvania
$39K +$31.4K +644 +334%
EFSCE
929
Enterprise Financial Services Corp (EFSC)
Missouri
$38K +$195 +4 +0.5%
PCC
930
Park Circle Company
Maryland
$37K – – –
SCM
931
Southport Capital Management
Tennessee
$37K +$38.3K +785 New
CQS
932
Credential Qtrade Securities
$35.6K +$37.3K +764 New
BC
933
Bartlett & Co
Ohio
$34K -$19.5K -400 -36%
BCWM
934
Bartlett & Co Wealth Management
Ohio
$33.7K -$19.5K -400 -36%
SNT
935
Security National Trust
West Virginia
$33K -$28.6K -585 -45%
AWM
936
AllSquare Wealth Management
New York
$33K +$3.66K +75 +12%
FHA
937
Flagship Harbor Advisors
Massachusetts
$33K +$6.54K +134 +23%
SWA
938
Sutton Wealth Advisors
Florida
$32.5K – – –
GAM
939
Gemmer Asset Management
California
$32K -$977 -20 -3%
GRP
940
Global Retirement Partners
California
$30K +$9.77K +200 +46%
LWCFA
941
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28K -$29.3K -600 -50%
DWM
942
Destination Wealth Management
California
$28K – – –
SFSIG
943
San Francisco Sentry Investment Group
California
$28K +$6.05K +124 +25%
HCM
944
Horrell Capital Management
Arkansas
$27K – – –
VRM
945
Vectors Research Management
New York
$26K +$27K +552 New
ACS
946
Archford Capital Strategies
Illinois
$25K – – –
CFG
947
Citizens Financial Group
Rhode Island
$25K – – –
FMII
948
Farmers & Merchants Investments Inc
Nebraska
$25K +$1.86K +38 +8%
BFC
949
Bedel Financial Consulting
Indiana
$24K +$4.74K +97 +23%
AOWM
950
Alpha Omega Wealth Management
Virginia
$23K – – –
36 37
38
39 40