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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
1076
North Star Investment Management
Illinois
$499K +$25.9K +261 +5%
NP
1077
NorthRock Partners
Minnesota
$496K +$101K +1,020 +27%
SFS
1078
Strategic Financial Services
New York
$495K – – –
ISWM
1079
Independent Solutions Wealth Management
New York
$490K +$86.1K +869 +21%
GLA
1080
Great Lakes Advisors
Illinois
$484K +$1.58K +16 +0.3%
CHAM
1081
Clear Harbor Asset Management
Connecticut
$482K – – –
CCM
1082
Coldstream Capital Management
Washington
$480K -$4.13M -41,689 -81%
LNB
1083
Ledyard National Bank
$480K -$9.41K -95 -2%
IA
1084
IFP Advisors
Florida
$479K -$55.3K -558 -10%
XSC
1085
X-Square Capital
Puerto Rico
$479K +$7.73K +78 +2%
EW
1086
Evoke Wealth
California
$478K -$19.2K -194 -4%
WFI
1087
West Family Investments
California
$478K +$17.2K +174 +4%
APA
1088
American Portfolios Advisors
New York
$477K -$202K -2,042 -29%
CAIMH
1089
Central Asset Investments & Management Holdings
Hong Kong
$476K +$485K +4,900 New
EHWM
1090
Eads & Heald Wealth Management
Georgia
$474K +$50K +505 +12%
MMA
1091
Miracle Mile Advisors
California
$473K +$21.8K +220 +5%
WW
1092
Waterfront Wealth
Kansas
$471K +$99.1K +1,000 +26%
EB
1093
Eastern Bank
Massachusetts
$470K -$51K -515 -10%
PCM
1094
Perritt Capital Management
Illinois
$470K – – –
WSCM
1095
Wellington Shields Capital Management
New York
$470K +$171K +1,725 +56%
GA
1096
Geller Advisors
New York
$469K -$8.42K -85 -2%
RIL
1097
Rothschild Investment LLC
Illinois
$467K – – –
OFW
1098
Omnia Family Wealth
Florida
$467K +$188K +1,900 +66%
FCH
1099
Freestone Capital Holdings
Washington
$466K +$229K +2,311 +93%
FIM
1100
Freedom Investment Management
Connecticut
$465K -$120K -1,207 -20%
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