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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1076
Modera Wealth Management
New Jersey
$1.09M -$151K -1,226 -14%
OCM
1077
Orion Capital Management
California
$1.09M -$77.4K -630 -8%
RCA
1078
Resonant Capital Advisors
Wisconsin
$1.09M +$182K +1,481 +24%
CST
1079
Charles Schwab Trust
Nevada
$1.09M – – –
SMA
1080
Sage Mountain Advisors
Georgia
$1.09M +$63K +513 +7%
SWA
1081
Stratos Wealth Advisors
Ohio
$1.09M -$6.26K -51 -0.7%
IA
1082
IFG Advisors
Missouri
$1.08M +$86K +700 +10%
FIA
1083
FNY Investment Advisers
New York
$1.07M +$938K +7,633 New
OA
1084
Operose Advisors
Wisconsin
$1.07M – – –
PAMP
1085
Polar Asset Management Partners
Ontario, Canada
$1.07M +$933K +7,600 New
GBT
1086
Grove Bank & Trust
Florida
$1.07M +$19.5K +159 +2%
BSA
1087
Bull Street Advisors
Georgia
$1.07M – – –
MFS
1088
Mirabella Financial Services
United Kingdom
$1.07M -$2.64M -21,465 -74%
BPCE
1089
Bank Pictet & Cie (Europe)
Germany
$1.07M +$144K +1,171 +18%
BB
1090
Berkshire Bank
Massachusetts
$1.06M -$52K -423 -5%
WCA
1091
Westover Capital Advisors
Delaware
$1.06M – – –
VWA
1092
Visionary Wealth Advisors
Illinois
$1.06M +$11.1K +90 +1%
PI
1093
Parkside Investments
Illinois
$1.06M -$61.4K -500 -6%
JPWM
1094
Jamison Private Wealth Management
Georgia
$1.05M +$2.83K +23 +0.3%
ADL
1095
Asset Dedication LLC
California
$1.05M -$15.1K -123 -2%
BOS
1096
Bank of Stockton
California
$1.05M +$14K +114 +2%
HFM
1097
Hartford Funds Management
Pennsylvania
$1.04M +$33.3K +271 +4%
FNFDCM
1098
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.04M – – –
SPF
1099
South Plains Financial
Texas
$1.04M -$60.8K -495 -6%
SW
1100
Simplicity Wealth
New Jersey
$1.04M +$689K +5,612 +323%
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44
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