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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FIM
1076
Freedom Investment Management
Connecticut
$243K +$204K +3,548 New
PFO
1077
Pathstone Family Office
New Jersey
$242K +$49.5K +863 +32%
SAM
1078
Security Asset Management
New York
$242K +$127K +2,211 +168%
SIA
1079
SkyView Investment Advisors
New Jersey
$242K +$203K +3,531 New
RCC
1080
Red Cedar Capital
Nebraska
$240K – – –
PCP
1081
Proficio Capital Partners
Massachusetts
$240K +$201K +3,496 New
NIM
1082
Northeast Investment Management
Massachusetts
$240K +$201K +3,500 New
CB
1083
CNB Bank
Pennsylvania
$239K +$67.8K +1,181 +51%
LFA
1084
Legacy Financial Advisors
Kentucky
$239K +$200K +3,484 New
CAI
1085
Capital Advisors Inc
Oklahoma
$239K +$200K +3,486 New
FNBOH
1086
First National Bank of Hutchinson
Kansas
$238K +$204K +3,547 New
FIA
1087
Foundations Investment Advisors
Arizona
$237K +$181K +3,149 New
WPW
1088
Waldron Private Wealth
Pennsylvania
$237K +$198K +3,459 New
LNB
1089
Ledyard National Bank
$236K +$198K +3,448 New
MHR
1090
Matthew Hamilton Rosenberg
$235K +$134K +2,332 +213%
FAIM
1091
Financial Advocates Investment Management
Washington
$235K +$197K +3,425 New
AO
1092
Advisor OS
Illinois
$235K +$197K +3,429 New
FMLI
1093
Fukoku Mutual Life Insurance
Japan
$233K – – –
MA
1094
MCF Advisors
Kentucky
$232K – – –
CL
1095
CPWM LLC
Washington
$232K +$194K +3,388 New
BSW
1096
Buckingham Strategic Wealth
Missouri
$231K +$193K +3,368 New
Financial Engines Advisors
1097
Financial Engines Advisors
California
$231K +$193K +3,368 New
IF
1098
IRON Financial
Illinois
$230K +$193K +3,357 New
Lido Advisors
1099
Lido Advisors
California
$229K +$192K +3,345 New
BFG
1100
Berger Financial Group
Minnesota
$228K +$191K +3,332 New
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