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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SB
951
Strategic Blueprint
Georgia
$815K -$50.7K -509 -6%
PTC
952
Private Trust Company
Ohio
$815K +$53K +532 +7%
III
953
Independent Investors Inc
New York
$806K -$49.8K -500 -6%
FPCP
954
Fort Point Capital Partners
California
$806K -$8.37K -84 -1%
ESCM
955
Echo Street Capital Management
New York
$806K +$62.1K +623 +8%
PCP
956
Proficio Capital Partners
Massachusetts
$802K -$6.38K -64 -0.8%
GLA
957
Good Life Advisors
Pennsylvania
$800K -$2.09K -21 -0.3%
VFA
958
Valeo Financial Advisors
Indiana
$798K +$74.2K +745 +10%
NCP
959
NexWave Capital Partners
New York
$785K -$320K -3,208 -29%
PRWA
960
Platte River Wealth Advisors
Colorado
$785K +$101K +1,010 +16%
CG
961
Colony Group
Massachusetts
$783K -$951K -9,547 -54%
OPS
962
Orion Portfolio Solutions
Nebraska
$783K +$55.1K +553 +7%
HH
963
Hilltop Holdings
Texas
$776K -$188K -1,891 -19%
TPWA
964
TRUE Private Wealth Advisors
Oregon
$776K +$8.87K +89 +1%
GF
965
Gries Financial
Ohio
$775K -$810K -8,131 -51%
BB
966
Busey Bank
Illinois
$775K -$119K -1,196 -13%
RIG
967
Renaissance Investment Group
Massachusetts
$775K +$797 +8 +0.1%
PCM
968
Pennsylvania Capital Management
Pennsylvania
$774K – – –
BIP
969
Blueprint Investment Partners
North Carolina
$774K +$202K +2,028 +35%
CFCI
970
Comprehensive Financial Consultants Institutional
Indiana
$773K +$815K +8,186 New
CWM
971
Circle Wealth Management
New Jersey
$768K +$3.39K +34 +0.4%
ST
972
Sentinel Trust
Texas
$768K +$779K +7,819 New
WPW
973
Warther Private Wealth
Ohio
$766K +$185K +1,862 +32%
MIC
974
Meridian Investment Counsel
California
$765K – – –
PFM
975
Parsec Financial Management
North Carolina
$762K -$340K -3,409 -31%
37 38
39
40 41