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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
976
Greenwich Wealth Management
Connecticut
$2.65M -$19K -96 -0.8%
PWP
977
Principle Wealth Partners
Connecticut
$2.65M +$67.9K +343 +3%
MGP
978
M&G plc
United Kingdom
$2.64M – – –
CWM
979
Chesapeake Wealth Management
Virginia
$2.64M -$43.4K -219 -2%
AA
980
Altman Advisors
Illinois
$2.63M -$88.3K -446 -3%
MGIA
981
Moneta Group Investment Advisors
Missouri
$2.63M +$368K +1,860 +17%
MAM
982
Morse Asset Management
Connecticut
$2.62M +$439K +2,219 +21%
FPAS
983
Focus Partners Advisor Solutions
Missouri
$2.62M +$654K +3,305 +36%
RCM
984
Radnor Capital Management
Pennsylvania
$2.62M -$27.7K -140 -1%
NP
985
NorthRock Partners
Minnesota
$2.61M +$101K +510 +4%
MMPW
986
Mitchell McLeod Pugh & Williams
Alabama
$2.59M +$437K +2,208 +22%
MFIM
987
Mesirow Financial Investment Management
Illinois
$2.59M -$2.07M -10,438 -46%
TWM
988
TriaGen Wealth Management
California
$2.57M +$1.39M +7,021 +133%
DWP
989
Daymark Wealth Partners
Ohio
$2.56M +$658K +3,323 +37%
SL
990
Sentinus LLC
Illinois
$2.56M +$952K +4,809 +65%
CIP
991
Convergence Investment Partners
Florida
$2.56M -$100K -505 -4%
PEA
992
Park Edge Advisors
Ohio
$2.55M +$11.7K +59 +0.5%
CCG
993
Chatham Capital Group
Georgia
$2.55M -$5.74K -29 -0.2%
AFS
994
Aft Forsyth & Sober
Florida
$2.55M – – –
MAG
995
Meadowbrook Advisors Group
New Jersey
$2.54M -$365K -1,844 -13%
PPWP
996
Premier Path Wealth Partners
New Jersey
$2.53M +$136K +687 +6%
VCA
997
Verdence Capital Advisors
Maryland
$2.52M -$11.5K -58 -0.5%
MNBTD
998
Moody National Bank Trust Division
Texas
$2.52M -$170K -860 -7%
BTD
999
BankPlus Trust Department
Mississippi
$2.51M +$154K +777 +7%
BAM
1000
Berkshire Asset Management
Pennsylvania
$2.5M +$11.5K +58 +0.5%
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40
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