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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
976
Harbour Investments
Wisconsin
$557K +$550K +7,178 New
SM
977
Salzhauer Michael
$555K – – –
PFGIA
978
Patriot Financial Group Insurance Agency
Massachusetts
$553K +$17.4K +227 +3%
FVCM
979
F&V Capital Management
Florida
$549K -$319K -4,165 -37%
WCM
980
Washburn Capital Management
Florida
$548K +$255K +3,330 +89%
DIA
981
Davidson Investment Advisors
Montana
$542K -$43.4K -566 -7%
CWM
982
Circle Wealth Management
New Jersey
$541K +$84.5K +1,103 +19%
WBG
983
Wharton Business Group
Pennsylvania
$540K -$70K -914 -12%
LP
984
LMR Partners
United Kingdom
$540K +$533K +6,958 New
IWC
985
Integrated Wealth Concepts
Massachusetts
$537K +$130K +1,698 +33%
RCAG
986
Rehmann Capital Advisory Group
Michigan
$531K +$43.5K +567 +9%
LIG
987
Lokken Investment Group
Delaware
$530K +$138K +1,804 +36%
GG
988
Gofen & Glossberg
Illinois
$530K +$285K +3,723 +120%
BG
989
Bahl & Gaynor
Ohio
$529K +$125K +1,625 +31%
BCWM
990
Bartlett & Co Wealth Management
Ohio
$528K – – –
OIA
991
Optimum Investment Advisors
Illinois
$528K -$11.5K -150 -2%
BC
992
Bartlett & Co
Ohio
$528K – – –
PHS
993
Pekin Hardy Strauss
Illinois
$527K +$62.5K +815 +14%
T
994
TRUADVICE
Florida
$526K +$42.8K +558 +10%
EH
995
Equitable Holdings
New York
$526K +$266K +3,475 +105%
QP
996
Quilter Plc
United Kingdom
$523K -$87.2K -1,138 -14%
CH
997
Canton Hathaway
Rhode Island
$522K – – –
MYIA
998
Mount Yale Investment Advisors
Colorado
$521K +$42.8K +559 +9%
TA
999
Tiedemann Advisors
New York
$521K +$514K +6,713 New
EA
1000
Emerald Advisors
Washington
$520K -$136K -1,777 -21%
38 39
40
41 42