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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
1126
Adirondack Trust Company
New York
$433K +$17.5K +177 +4%
BG
1127
Bahl & Gaynor
Ohio
$432K -$272K -2,747 -38%
AA
1128
AlphaCentric Advisors
Puerto Rico
$432K +$2.18K +22 +0.5%
VCM
1129
Vivaldi Capital Management
Illinois
$431K – – –
AWS
1130
AJ Wealth Strategies
New York
$428K – – –
IWM
1131
IHT Wealth Management
Illinois
$427K -$1.17M -11,789 -73%
VWA
1132
Visionary Wealth Advisors
Illinois
$427K -$237K -2,395 -35%
SB
1133
Sunflower Bank
Texas
$427K +$9.41K +95 +2%
IWA
1134
Intercontinental Wealth Advisors
Texas
$424K +$23.2K +234 +6%
BOM
1135
Bank of Marin
California
$423K – – –
I
1136
INVST
Indiana
$423K +$26.5K +267 +7%
SWP
1137
Strategic Wealth Partners
Ohio
$423K +$167K +1,689 +63%
TBA
1138
Tower Bridge Advisors
Pennsylvania
$423K – – –
AWAP
1139
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$422K – – –
RMDI
1140
R.M. Davis Inc
Maine
$422K +$35.9K +362 +9%
ONGA
1141
O'Neil Global Advisors
California
$420K -$167K -1,682 -28%
FCFC
1142
First Citizens Financial Corp
Iowa
$420K -$25.8K -260 -6%
KTC
1143
Kistler-Tiffany Companies
Pennsylvania
$419K +$25.7K +259 +6%
ACI
1144
Alpha Cubed Investments
California
$416K -$71.6K -723 -14%
PFPT
1145
Pinnacle Financial Partners (Tennessee)
Tennessee
$416K -$26.5K -267 -6%
ZB
1146
Zions Bancorporation
Utah
$416K +$134K +1,354 +46%
AIM
1147
Allen Investment Management
New York
$416K +$424K +4,280 New
ECM
1148
Evergreen Capital Management
Washington
$412K +$29.7K +300 +8%
MHR
1149
Matthew Hamilton Rosenberg
$412K +$61.2K +618 +17%
CI
1150
CX Institutional
Indiana
$407K -$13.1K -132 -3%
44 45
46
47 48