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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BB
1026
Berkshire Bank
Massachusetts
$476K +$32.3K +394 +7%
CWM
1027
Chicago Wealth Management
Illinois
$475K – – –
UAML
1028
US Asset Management LLC
Pennsylvania
$474K – – –
NP
1029
NorthRock Partners
Minnesota
$473K -$12.4K -152 -2%
PG
1030
Pendal Group
Australia
$471K -$469K -5,722 -48%
GCP
1031
GSA Capital Partners
United Kingdom
$470K -$289K -3,523 -36%
RWB
1032
RMR Wealth Builders
New Jersey
$469K -$213K -2,595 -30%
CWP
1033
Concord Wealth Partners
Virginia
$469K -$5.41K -66 -1%
MMA
1034
Miracle Mile Advisors
California
$469K +$35.1K +428 +7%
BWP
1035
BSW Wealth Partners
Colorado
$468K +$22K +269 +5%
BB
1036
Bell Bank
North Dakota
$468K +$51.6K +630 +11%
CL
1037
CPWM LLC
Washington
$466K +$148K +1,802 +42%
CCM
1038
Carlson Capital Management
Minnesota
$466K +$160K +1,949 +47%
STA
1039
Summit Trail Advisors
New York
$460K +$18.1K +221 +4%
AWE
1040
Avidian Wealth Enterprises
Texas
$457K -$437K -5,339 -47%
EWM
1041
Empirical Wealth Management
Washington
$457K +$17K +207 +4%
BFG
1042
Berger Financial Group
Minnesota
$457K +$34.6K +422 +8%
RCA
1043
Ranch Capital Advisors
Florida
$454K +$3.19K +39 +0.7%
CFMC
1044
Curbstone Financial Management Corp
New Hampshire
$453K – – –
ATC
1045
Adirondack Trust Company
New York
$452K +$13.5K +165 +3%
AI
1046
AXS Investments
New York
$452K +$125K +1,522 +34%
WPC
1047
Wedmont Private Capital
Pennsylvania
$451K +$70.9K +866 +17%
BC
1048
Bartlett & Co
Ohio
$449K +$16.8K +205 +4%
BCWM
1049
Bartlett & Co Wealth Management
Ohio
$449K +$16.8K +205 +4%
GEA
1050
Glen Eagle Advisors
New Jersey
$447K -$63K -769 -12%
40 41
42
43 44