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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1101
Fieldview Capital Management
Michigan
$828K +$915K +7,098 New
RIL
1102
Rothschild Investment LLC
Illinois
$827K -$113K -880 -11%
EHWM
1103
Eads & Heald Wealth Management
Georgia
$823K -$3.61K -28 -0.4%
III
1104
Independent Investors Inc
New York
$815K -$64.4K -500 -7%
KWA
1105
Kingswood Wealth Advisors
California
$809K -$233K -1,809 -21%
IA
1106
IFG Advisors
Missouri
$809K – – –
CFP
1107
Catalyst Financial Partners
Massachusetts
$802K +$17.9K +139 +2%
AC
1108
AlphaCore Capital
California
$797K +$183K +1,422 +26%
PTC
1109
Private Trust Company
Ohio
$797K +$26.2K +203 +3%
SEIA
1110
Signature Estate & Investment Advisors
California
$795K -$64.4K -500 -7%
HBT
1111
Hills Bank & Trust
Iowa
$792K -$1.42K -11 -0.2%
EFMC
1112
Empire Financial Management Company
New York
$790K +$17.8K +138 +2%
IWM
1113
IHT Wealth Management
Illinois
$787K +$10.7K +83 +1%
AIA
1114
Affinity Investment Advisors
California
$786K -$3.09K -24 -0.4%
MIC
1115
Meridian Investment Counsel
California
$786K – – –
PCM
1116
Polymer Capital Management
New York
$785K +$867K +6,730 New
TWP
1117
Triad Wealth Partners
Kansas
$785K -$11.9K -92 -1%
CH
1118
Canton Hathaway
Rhode Island
$785K – – –
RR
1119
Robotti Robert
$783K – – –
JE
1120
JMAC Enterprises
Pennsylvania
$782K +$103K +800 +14%
NAS
1121
Nicolet Advisory Services
Wisconsin
$781K -$55.8K -433 -6%
PCS
1122
Personal CFO Solutions
New Jersey
$775K +$62.4K +484 +8%
JIC
1123
Johnson Investment Counsel
Ohio
$774K -$13.3K -103 -2%
CGIM
1124
Capital Group Investment Management
Singapore
$772K – – –
LDB
1125
Lee, Danner & Bass
Tennessee
$772K -$258 -2 -0%
43 44
45
46 47