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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
C
1001
Cerebellum
California
$64K -$11.8K -235 -15%
SAM
1002
Security Asset Management
New York
$64K +$66.5K +1,320 New
OC
1003
Oakworth Capital
Alabama
$63K – – –
GG
1004
Gleason Group
Kentucky
$63K +$403 +8 +0.6%
MPWT
1005
MassMutual Private Wealth & Trust
Connecticut
$62K -$353 -7 -0.5%
BHWM
1006
Bay Harbor Wealth Management
Maryland
$62K +$2.12K +42 +3%
LC
1007
Lindbrook Capital
California
$61K -$20.3K -403 -24%
ECM
1008
Estabrook Capital Management
New York
$60.9K -$22.7K -450 -26%
CFO
1009
CVA Family Office
Colorado
$59K -$7.56K -150 -11%
EFSCE
1010
Enterprise Financial Services Corp (EFSC)
Missouri
$59K – – –
CSPIA
1011
Cary Street Partners Investment Advisory
Virginia
$59K +$61.8K +1,226 New
IBOK
1012
Independence Bank of Kentucky
Kentucky
$58K -$25.2K -500 -29%
BFC
1013
Bedel Financial Consulting
Indiana
$58K – – –
JFGIW
1014
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K – – –
SIM
1015
Sonora Investment Management
Arizona
$54K – – –
EWA
1016
Evolution Wealth Advisors
Florida
$54K +$50.4K +1,000 +909%
MHR
1017
Matthew Hamilton Rosenberg
$53K – – –
RMC
1018
Resources Management Corp
Connecticut
$52K -$32.7K -650 -38%
CAL
1019
Capital Advisors Ltd
Ohio
$52K – – –
WB
1020
Webster Bank
Connecticut
$52K – – –
GWS
1021
Glassman Wealth Services
Virginia
$52K +$12.5K +248 +30%
SQA
1022
Simon Quick Advisors
New Jersey
$52K +$33.8K +670 +165%
AW
1023
Alpha Windward
Massachusetts
$50K – – –
RWA
1024
Ropes Wealth Advisors
Massachusetts
$48K -$5.94K -118 -11%
FNBOSM
1025
First National Bank of South Miami
Florida
$48K – – –
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