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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MS
976
Maven Securities
Jersey
$730K +$167K +2,082 +36%
BB
977
Berkshire Bank
Massachusetts
$727K – – –
MFG
978
MidWestOne Financial Group
Iowa
$726K -$40.1K -501 -6%
SDAM
979
Shulman DeMeo Asset Management
New York
$719K +$22.4K +280 +4%
NSIM
980
North Star Investment Management
Illinois
$719K – – –
BBNA
981
Bremer Bank National Association
Minnesota
$717K +$26.9K +336 +5%
PWG
982
Portside Wealth Group
Utah
$716K -$86.6K -1,082 -12%
WPC
983
Wedmont Private Capital
Pennsylvania
$715K -$255K -3,190 -29%
CST
984
Charles Schwab Trust
Nevada
$705K -$69.5K -869 -10%
FC
985
FORA Capital
Florida
$703K -$6.95M -86,914 -92%
AOI
986
Auto-Owners Insurance
Michigan
$699K – – –
III
987
Independent Investors Inc
New York
$698K -$10.6K -133 -2%
MWM
988
Maltin Wealth Management
New Jersey
$692K -$76.3K -954 -11%
KNW
989
Kesler Norman & Wride
Utah
$690K -$57.4K -718 -9%
HH
990
Hilltop Holdings
Texas
$686K -$4.56K -57 -0.8%
TFA
991
Transamerica Financial Advisors
Florida
$686K -$354K -4,425 -38%
RIG
992
Renaissance Investment Group
Massachusetts
$684K – – –
FMP
993
Financial Management Professionals
Texas
$684K +$7.92K +99 +1%
BCM
994
Brookstone Capital Management
Illinois
$682K -$129K -1,608 -18%
SIM
995
Sentry Investment Management
Wisconsin
$680K -$7.28K -91 -1%
MIC
996
Meridian Investment Counsel
California
$679K -$36K -450 -6%
HBT
997
Hills Bank & Trust
Iowa
$678K -$2.88K -36 -0.5%
CAM
998
Cidel Asset Management
Ontario, Canada
$677K +$581K +7,257 New
CCFP
999
Charles Carroll Financial Partners
Massachusetts
$676K -$208K -2,600 -26%
SS
1000
Sunbelt Securities
Texas
$676K +$15.8K +198 +3%
38 39
40
41 42