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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
1101
Rothschild Investment LLC
Illinois
$383K – – –
VCM
1102
Vivaldi Capital Management
Illinois
$382K -$11.2K -133 -3%
WGAM
1103
Wilkinson Global Asset Management
New York
$382K +$21.1K +250 +5%
PBO
1104
Peoples Bank (Ohio)
Ohio
$381K -$8.43K -100 -2%
AWG
1105
Altus Wealth Group
Colorado
$381K – – –
DIP
1106
DT Investment Partners
Pennsylvania
$379K -$130K -1,540 -24%
OFW
1107
Omnia Family Wealth
Florida
$379K – – –
EWG
1108
Executive Wealth Group
Washington
$379K +$3.37K +40 +0.8%
LNB
1109
Ledyard National Bank
$378K – – –
LC
1110
Lindbrook Capital
California
$378K +$64.2K +762 +19%
RC
1111
Roundview Capital
New Jersey
$376K +$36.7K +435 +10%
WFI
1112
West Family Investments
California
$376K +$60.8K +721 +18%
TC
1113
Trilogy Capital
California
$374K -$13.6K -161 -3%
LI
1114
LVZ Inc
Michigan
$374K – – –
BTI
1115
Blue Trust Inc
Georgia
$371K +$100K +1,192 +32%
M1FG
1116
Mach-1 Financial Group
Arkansas
$370K -$1.77K -21 -0.4%
LFA
1117
Legacy Financial Advisors
Kentucky
$369K +$46.2K +548 +13%
BSW
1118
Buckingham Strategic Wealth
Missouri
$368K +$10.2K +121 +3%
KLCM
1119
KG&L Capital Management
Louisiana
$367K -$49.3K -585 -11%
APP
1120
Avantax Planning Partners
Iowa
$367K -$35.7K -424 -8%
KA
1121
KLCM Advisors
Wisconsin
$367K – – –
RIG
1122
Roosevelt Investment Group
New York
$365K +$389K +4,621 New
BG
1123
Bahl & Gaynor
Ohio
$364K -$31.6K -375 -8%
MW
1124
Marcum Wealth
Ohio
$363K +$34.2K +406 +10%
PCM
1125
Perritt Capital Management
Illinois
$361K – – –
43 44
45
46 47