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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1051
Advisors Capital Management
New Jersey
$523K -$35.3K -414 -6%
PFSC
1052
Peoples Financial Services Corp
Pennsylvania
$523K – – –
RPC
1053
Rossmore Private Capital
Connecticut
$522K +$25.7K +301 +5%
KTC
1054
Kistler-Tiffany Companies
Pennsylvania
$522K +$36.1K +424 +7%
CG
1055
Clifford Group
Massachusetts
$519K +$520K +6,102 New
UH
1056
Unigestion Holding
Switzerland
$516K +$516K +6,057 New
BFG
1057
Berger Financial Group
Minnesota
$514K +$85 +1 +0%
RSS
1058
Rosenblum Silverman Sutton
California
$511K -$2.47K -29 -0.5%
ATC
1059
Adirondack Trust Company
New York
$510K +$2.47K +29 +0.5%
RLIM
1060
Red Lighthouse Investment Management
New York
$506K +$507K +5,950 New
HWA
1061
Heritage Wealth Advisors
Virginia
$505K -$29.1K -342 -5%
MHS
1062
M Holdings Securities
Oregon
$505K -$10.9K -128 -2%
NHC
1063
Nicholas Hoffman & Company
Georgia
$505K +$1.02K +12 +0.2%
FIB
1064
First Interstate Bank
Montana
$504K – – –
BFM
1065
Boston Financial Management
Massachusetts
$504K +$21.3K +250 +4%
FCB
1066
First County Bank
Connecticut
$501K +$502K +5,888 New
PCA
1067
Personal Capital Advisors
California
$499K -$31.6K -371 -6%
ST
1068
Smithfield Trust
Pennsylvania
$498K – – –
FFA
1069
First Foundation Advisors
California
$497K +$41.6K +488 +9%
LFA
1070
Legacy Financial Advisors
Kentucky
$497K +$100K +1,176 +25%
RWA
1071
Redhawk Wealth Advisors
Minnesota
$497K +$168K +1,970 +51%
CA
1072
Claro Advisors
Massachusetts
$497K +$29.7K +348 +6%
TWI
1073
Thomas White International
Illinois
$495K – – –
I2I
1074
Insight 2811 Inc
Illinois
$494K +$3.49K +41 +0.7%
WE
1075
Wealth Effects
Massachusetts
$493K -$639K -7,499 -56%
41 42
43
44 45