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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
1101
Rothschild Investment LLC
Illinois
$827K -$113K -880 -11%
EHWM
1102
Eads & Heald Wealth Management
Georgia
$823K -$3.61K -28 -0.4%
III
1103
Independent Investors Inc
New York
$815K -$64.4K -500 -7%
KWA
1104
Kingswood Wealth Advisors
California
$809K -$233K -1,809 -21%
IA
1105
IFG Advisors
Missouri
$809K – – –
CFP
1106
Catalyst Financial Partners
Massachusetts
$802K +$17.9K +139 +2%
AC
1107
AlphaCore Capital
California
$797K +$183K +1,422 +26%
PTC
1108
Private Trust Company
Ohio
$797K +$26.2K +203 +3%
SEIA
1109
Signature Estate & Investment Advisors
California
$795K -$64.4K -500 -7%
HBT
1110
Hills Bank & Trust
Iowa
$792K -$1.42K -11 -0.2%
EFMC
1111
Empire Financial Management Company
New York
$790K +$17.8K +138 +2%
IWM
1112
IHT Wealth Management
Illinois
$787K +$10.7K +83 +1%
AIA
1113
Affinity Investment Advisors
California
$786K -$3.09K -24 -0.4%
MIC
1114
Meridian Investment Counsel
California
$786K – – –
PCM
1115
Polymer Capital Management
New York
$785K +$867K +6,730 New
TWP
1116
Triad Wealth Partners
Kansas
$785K -$11.9K -92 -1%
CH
1117
Canton Hathaway
Rhode Island
$785K – – –
RR
1118
Robotti Robert
$783K – – –
JE
1119
JMAC Enterprises
Pennsylvania
$782K +$103K +800 +14%
NAS
1120
Nicolet Advisory Services
Wisconsin
$781K -$55.8K -433 -6%
PCS
1121
Personal CFO Solutions
New Jersey
$775K +$62.4K +484 +8%
JIC
1122
Johnson Investment Counsel
Ohio
$774K -$13.3K -103 -2%
CGIM
1123
Capital Group Investment Management
Singapore
$772K – – –
LDB
1124
Lee, Danner & Bass
Tennessee
$772K -$258 -2 -0%
RCA
1125
Ranch Capital Advisors
Florida
$771K +$55.3K +429 +7%
43 44
45
46 47