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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WCAMG
976
Woodard & Company Asset Management Group
North Carolina
$2.7M +$2.55M +12,896 New
TCOV
977
Trust Company of Vermont
Vermont
$2.69M +$2.55M +12,882 New
CFWMA
978
Center for Wealth Management Advisory
Ohio
$2.69M +$264K +1,335 +12%
ALA
979
Atlas Legacy Advisors
California
$2.67M +$1.22M +6,160 +81%
AF
980
Alerus Financial
North Dakota
$2.67M -$533K -2,690 -17%
EFM
981
E Fund Management
China
$2.67M +$92.1K +465 +4%
VA
982
VestGen Advisors
Illinois
$2.66M +$129K +651 +5%
GWM
983
Greenwich Wealth Management
Connecticut
$2.65M -$19K -96 -0.8%
PWP
984
Principle Wealth Partners
Connecticut
$2.65M +$67.9K +343 +3%
MGP
985
M&G plc
United Kingdom
$2.64M – – –
CWM
986
Chesapeake Wealth Management
Virginia
$2.64M -$43.4K -219 -2%
AA
987
Altman Advisors
Illinois
$2.63M -$88.3K -446 -3%
MGIA
988
Moneta Group Investment Advisors
Missouri
$2.63M +$368K +1,860 +17%
MAM
989
Morse Asset Management
Connecticut
$2.62M +$439K +2,219 +21%
FPAS
990
Focus Partners Advisor Solutions
Missouri
$2.62M +$654K +3,305 +36%
RCM
991
Radnor Capital Management
Pennsylvania
$2.62M -$27.7K -140 -1%
NP
992
NorthRock Partners
Minnesota
$2.61M +$101K +510 +4%
MMPW
993
Mitchell McLeod Pugh & Williams
Alabama
$2.59M +$437K +2,208 +22%
MFIM
994
Mesirow Financial Investment Management
Illinois
$2.59M -$2.07M -10,438 -46%
TWM
995
TriaGen Wealth Management
California
$2.57M +$1.39M +7,021 +133%
DWP
996
Daymark Wealth Partners
Ohio
$2.56M +$658K +3,323 +37%
SL
997
Sentinus LLC
Illinois
$2.56M +$952K +4,809 +65%
CIP
998
Convergence Investment Partners
Florida
$2.56M -$100K -505 -4%
PEA
999
Park Edge Advisors
Ohio
$2.55M +$11.7K +59 +0.5%
CCG
1000
Chatham Capital Group
Georgia
$2.55M -$5.74K -29 -0.2%
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