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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFO
926
Pathstone Family Office
New Jersey
$129K – – –
BWM
927
BerganKDV Wealth Management
Minnesota
$128K +$23.1K +551 +26%
RWB
928
RMR Wealth Builders
New Jersey
$128K +$112K +2,655 New
MMC
929
Mizuho Markets Cayman
Cayman Islands
$124K -$552K -13,140 -84%
ATC
930
Adirondack Trust Company
New York
$122K – – –
HCM
931
Highlander Capital Management
New Jersey
$121K – – –
SBL
932
Sargent Bickham Lagudis
Colorado
$121K +$42 +1 +0%
APC
933
Aspire Private Capital
North Carolina
$119K +$8.27K +197 +9%
NSB
934
Norway Savings Bank
Maine
$116K – – –
VNA
935
Valley National Advisers
Pennsylvania
$112K -$59.9K -1,427 -38%
CB
936
CNB Bank
Pennsylvania
$108K +$17K +405 +22%
EI
937
Ellevest Inc
New York
$104K +$36.4K +866 +67%
FCA
938
FinTrust Capital Advisors
South Carolina
$99K -$95.1K -2,265 -52%
FCM
939
Firestone Capital Management
Florida
$98K – – –
PWMG
940
Prestige Wealth Management Group
New Jersey
$98K – – –
BCA
941
Berman Capital Advisors
Georgia
$98K +$11.5K +274 +15%
IFA
942
Interactive Financial Advisors
Illinois
$97K – – –
KTC
943
Kistler-Tiffany Companies
Pennsylvania
$93K +$58.6K +1,395 +259%
ZB
944
Zions Bancorporation
Utah
$90K -$3.07K -73 -4%
CCM
945
Covington Capital Management
California
$90K -$126 -3 -0.2%
RMC
946
Resources Management Corp
Connecticut
$83K +$42 +1 +0.1%
ECM
947
Estabrook Capital Management
New York
$82.6K – – –
IBOK
948
Independence Bank of Kentucky
Kentucky
$82K -$8.4K -200 -11%
C
949
Cerebellum
California
$82K +$65.6K +1,561 New
LC
950
Lindbrook Capital
California
$80K -$420 -10 -0.6%
36 37
38
39 40