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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1101
Ranch Capital Advisors
Florida
$492K +$26.4K +304 +5%
ERIC
1102
Eagle Rock Investment Company
Georgia
$490K -$260K -3,000 -33%
RLIM
1103
Red Lighthouse Investment Management
New York
$489K +$3.73K +43 +0.7%
OCBCO
1104
Oversea-Chinese Banking Corp (OCBC)
Singapore
$489K -$785K -9,044 -60%
CD
1105
Chapin Davis
Maryland
$489K -$2.17K -25 -0.4%
ACM
1106
Advisors Capital Management
New Jersey
$488K -$13.9K -160 -3%
WBG
1107
Wharton Business Group
Pennsylvania
$485K -$7.38K -85 -1%
RC
1108
Roundview Capital
New Jersey
$483K -$63.8K -735 -11%
LCGC
1109
Legacy Capital Group California
California
$483K +$4.34K +50 +0.9%
BWG
1110
Beta Wealth Group
California
$482K +$9.03K +104 +2%
BTI
1111
Blue Trust Inc
Georgia
$481K +$114K +1,315 +31%
BMM
1112
Buffington Mohr McNeal
Idaho
$480K +$278K +3,200 +120%
SAM
1113
Strategy Asset Managers
California
$478K -$769K -8,853 -60%
BEI
1114
Benjamin Edwards Inc
Missouri
$475K +$453K +5,212 +857%
LC
1115
Lavaca Capital
Texas
$473K +$202K +2,325 +67%
EFS
1116
Essex Financial Services
Connecticut
$473K +$7.12K +82 +1%
RSS
1117
Rosenblum Silverman Sutton
California
$471K – – –
BCM
1118
Brown Capital Management
Maryland
$471K -$48.4K -558 -9%
HWA
1119
Heritage Wealth Advisors
Virginia
$470K +$608 +7 +0.1%
MS
1120
Maven Securities
Jersey
$470K -$180K -2,069 -26%
PWMG
1121
Prestige Wealth Management Group
New Jersey
$467K +$299K +3,449 +152%
WE
1122
Wealth Effects
Massachusetts
$466K +$87 +1 +0%
WCA
1123
Westover Capital Advisors
Delaware
$466K – – –
NS
1124
NBC Securities
Alabama
$465K +$494K +5,694 New
ATC
1125
Adirondack Trust Company
New York
$465K -$1.48K -17 -0.3%
43 44
45
46 47