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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
1001
Woodmont Investment Counsel
Tennessee
$710K +$721K +7,234 New
LIG
1002
Lokken Investment Group
Delaware
$707K +$23.9K +240 +3%
OIM
1003
Orca Investment Management
Oregon
$703K -$35.3K -354 -5%
WPW
1004
Waldron Private Wealth
Pennsylvania
$703K +$40K +402 +6%
GFPC
1005
Global Financial Private Client
Florida
$700K +$113K +1,131 +19%
TWM
1006
TriaGen Wealth Management
California
$696K -$404K -4,057 -36%
KFS
1007
Kurt F. Somerville
$696K -$25.1K -252 -3%
FMBTD
1008
First Midwest Bank Trust Division
Illinois
$696K -$4.18K -42 -0.6%
FNBOH
1009
First National Bank of Hutchinson
Kansas
$695K +$21.6K +217 +3%
HPC
1010
HM Payson & Co
Maine
$694K +$181K +1,816 +35%
EWA
1011
EP Wealth Advisors
California
$692K +$14.9K +150 +2%
RR
1012
Robotti Robert
$687K – – –
SW
1013
SteelPeak Wealth
California
$685K -$242K -2,427 -26%
RSS
1014
Rosenblum Silverman Sutton
California
$680K -$113K -1,131 -14%
IA
1015
IFG Advisors
Missouri
$680K – – –
APC
1016
Aspire Private Capital
North Carolina
$679K +$65.1K +654 +10%
AMC
1017
Asset Management Corp
Illinois
$676K -$51.9K -521 -7%
JWCA
1018
J.W. Cole Advisors
Florida
$671K -$24K -241 -3%
WW
1019
Waterfront Wealth
Kansas
$670K +$198K +1,987 +41%
CA
1020
CoreCap Advisors
Michigan
$666K +$676K +6,784 New
RCAG
1021
Rehmann Capital Advisory Group
Michigan
$663K +$14.5K +146 +2%
MSA
1022
Marino Stram & Associates
Massachusetts
$662K +$206K +2,073 +44%
NP
1023
NorthRock Partners
Minnesota
$658K +$186K +1,868 +39%
HA
1024
Harbor Advisors
Florida
$649K – – –
WBG
1025
Wharton Business Group
Pennsylvania
$649K +$659K +6,614 New
39 40
41
42 43