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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1001
Resource Consulting Group
Florida
$722K +$733K +7,356 New
ADL
1002
Asset Dedication LLC
California
$721K +$88K +883 +14%
BFS
1003
Bard Financial Services
Connecticut
$719K +$87.2K +875 +14%
FFG
1004
Fortem Financial Group
California
$713K -$189K -1,895 -21%
WIC
1005
Woodmont Investment Counsel
Tennessee
$710K +$721K +7,234 New
LIG
1006
Lokken Investment Group
Delaware
$707K +$23.9K +240 +3%
OIM
1007
Orca Investment Management
Oregon
$703K -$35.3K -354 -5%
WPW
1008
Waldron Private Wealth
Pennsylvania
$703K +$40K +402 +6%
GFPC
1009
Global Financial Private Client
Florida
$700K +$113K +1,131 +19%
TWM
1010
TriaGen Wealth Management
California
$696K -$404K -4,057 -36%
KFS
1011
Kurt F. Somerville
$696K -$25.1K -252 -3%
FMBTD
1012
First Midwest Bank Trust Division
Illinois
$696K -$4.18K -42 -0.6%
FNBOH
1013
First National Bank of Hutchinson
Kansas
$695K +$21.6K +217 +3%
HPC
1014
HM Payson & Co
Maine
$694K +$181K +1,816 +35%
EWA
1015
EP Wealth Advisors
California
$692K +$14.9K +150 +2%
RR
1016
Robotti Robert
$687K – – –
SW
1017
SteelPeak Wealth
California
$685K -$242K -2,427 -26%
RSS
1018
Rosenblum Silverman Sutton
California
$680K -$113K -1,131 -14%
IA
1019
IFG Advisors
Missouri
$680K – – –
APC
1020
Aspire Private Capital
North Carolina
$679K +$65.1K +654 +10%
AMC
1021
Asset Management Corp
Illinois
$676K -$51.9K -521 -7%
JWCA
1022
J.W. Cole Advisors
Florida
$671K -$24K -241 -3%
WW
1023
Waterfront Wealth
Kansas
$670K +$198K +1,987 +41%
CA
1024
CoreCap Advisors
Michigan
$666K +$676K +6,784 New
RCAG
1025
Rehmann Capital Advisory Group
Michigan
$663K +$14.5K +146 +2%
39 40
41
42 43