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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BFM
1101
Boston Financial Management
Massachusetts
$467K -$11.5K -134 -2%
VWA
1102
V Wealth Advisors
Kansas
$467K +$82.6K +966 +21%
ESCM
1103
Echo Street Capital Management
New York
$464K +$465K +5,439 New
GIA
1104
Gladstone Institutional Advisory
Florida
$464K -$587K -6,868 -56%
KA
1105
Kovack Advisors
Florida
$459K -$77.8K -910 -14%
BG
1106
Bahl & Gaynor
Ohio
$459K -$2.05K -24 -0.4%
MHIC
1107
Marble Harbor Investment Counsel
Massachusetts
$459K -$159K -1,858 -26%
CW
1108
CreativeOne Wealth
Kansas
$458K +$80.1K +937 +21%
FIB
1109
First Interstate Bank
Montana
$457K -$9.84K -115 -2%
RIL
1110
Rothschild Investment LLC
Illinois
$456K +$38.8K +454 +9%
CFO
1111
CVA Family Office
Colorado
$454K -$2.48K -29 -0.5%
SMWM
1112
Silvia McColl Wealth Management
California
$454K – – –
EHWM
1113
Eads & Heald Wealth Management
Georgia
$452K +$74.4K +870 +20%
PI
1114
PineBridge Investments
New York
$451K -$74.2K -868 -14%
SWP
1115
Strategic Wealth Partners
Ohio
$449K +$14.5K +170 +3%
SCM
1116
SKBA Capital Management
California
$448K -$8.55K -100 -2%
BWP
1117
BSW Wealth Partners
Colorado
$448K -$12.7K -148 -3%
CFP
1118
Catalyst Financial Partners
Massachusetts
$446K +$46.4K +543 +12%
EWA
1119
Exencial Wealth Advisors
Oklahoma
$445K +$1.71K +20 +0.4%
SFS
1120
Strategic Financial Services
New York
$445K – – –
PP
1121
PDS Planning
Ohio
$445K +$11.3K +132 +3%
CAMV
1122
Concord Asset Management (Virginia)
Virginia
$444K +$110K +1,292 +33%
CWM
1123
C2C Wealth Management
Arizona
$444K – – –
SMA
1124
Sage Mountain Advisors
Georgia
$441K -$37.1K -434 -8%
GFP
1125
Gryphon Financial Partners
Ohio
$437K -$73.4K -858 -14%
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