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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FMP
1001
Financial Management Professionals
Texas
$66K +$252 +5 +0.4%
ED
1002
Exane Derivatives
France
$65.3K -$578K -11,475 -89%
PS
1003
Planned Solutions
California
$65K +$68.1K +1,352 New
C
1004
Cerebellum
California
$64K -$11.8K -235 -15%
SAM
1005
Security Asset Management
New York
$64K +$66.5K +1,320 New
OC
1006
Oakworth Capital
Alabama
$63K – – –
GG
1007
Gleason Group
Kentucky
$63K +$403 +8 +0.6%
MPWT
1008
MassMutual Private Wealth & Trust
Connecticut
$62K -$353 -7 -0.5%
BHWM
1009
Bay Harbor Wealth Management
Maryland
$62K +$2.12K +42 +3%
LC
1010
Lindbrook Capital
California
$61K -$20.3K -403 -24%
ECM
1011
Estabrook Capital Management
New York
$60.9K -$22.7K -450 -26%
CFO
1012
CVA Family Office
Colorado
$59K -$7.56K -150 -11%
EFSCE
1013
Enterprise Financial Services Corp (EFSC)
Missouri
$59K – – –
CSPIA
1014
Cary Street Partners Investment Advisory
Virginia
$59K +$61.8K +1,226 New
IBOK
1015
Independence Bank of Kentucky
Kentucky
$58K -$25.2K -500 -29%
BFC
1016
Bedel Financial Consulting
Indiana
$58K – – –
JFGIW
1017
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$56K – – –
SIM
1018
Sonora Investment Management
Arizona
$54K – – –
EWA
1019
Evolution Wealth Advisors
Florida
$54K +$50.4K +1,000 +909%
MHR
1020
Matthew Hamilton Rosenberg
$53K – – –
RMC
1021
Resources Management Corp
Connecticut
$52K -$32.7K -650 -38%
CAL
1022
Capital Advisors Ltd
Ohio
$52K – – –
WB
1023
Webster Bank
Connecticut
$52K – – –
GWS
1024
Glassman Wealth Services
Virginia
$52K +$12.5K +248 +30%
SQA
1025
Simon Quick Advisors
New Jersey
$52K +$33.8K +670 +165%
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42 43