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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1126
Cullinan Associates
Kentucky
$495K +$502K +5,041 New
ISWM
1127
Independent Solutions Wealth Management
New York
$495K – – –
CIC
1128
Crawford Investment Counsel
Georgia
$494K -$25.4K -255 -5%
AIM
1129
Anchor Investment Management
South Carolina
$494K +$98.3K +987 +24%
DIA
1130
Davidson Investment Advisors
Montana
$492K -$14.9K -150 -3%
SM
1131
Southport Management
Wyoming
$491K -$498K -5,000 -50%
XSC
1132
X-Square Capital
Puerto Rico
$490K +$6.97K +70 +1%
LNB
1133
Ledyard National Bank
$489K +$4.28K +43 +0.9%
SWM
1134
Sendero Wealth Management
Texas
$486K +$493K +4,954 New
BW
1135
Bison Wealth
Georgia
$483K -$64.5K -647 -12%
CAIMH
1136
Central Asset Investments & Management Holdings
Hong Kong
$480K – – –
SS
1137
Sunbelt Securities
Texas
$478K +$124K +1,242 +38%
RIL
1138
Rothschild Investment LLC
Illinois
$476K +$4.88K +49 +1%
MRCM
1139
M&R Capital Management
New Jersey
$474K +$411K +4,125 +583%
GA
1140
Geller Advisors
New York
$473K – – –
MFW
1141
Mosaic Family Wealth
Missouri
$472K -$58.8K -590 -11%
OFW
1142
Omnia Family Wealth
Florida
$471K – – –
AF
1143
Allworth Financial
California
$470K +$79.8K +801 +20%
CCC
1144
Chelsea Counsel Company
California
$469K – – –
PCM
1145
Perritt Capital Management
Illinois
$467K -$7.47K -75 -2%
KTC
1146
Kistler-Tiffany Companies
Pennsylvania
$465K +$42.9K +431 +10%
LI
1147
LVZ Inc
Michigan
$464K – – –
PCMC
1148
Private Capital Management (Colorado)
Colorado
$464K +$471K +4,728 New
LHC
1149
Little House Capital
Massachusetts
$463K +$88K +883 +23%
VFPI
1150
Vantage Financial Partners (Illinois)
Illinois
$461K +$139K +1,400 +42%
44 45
46
47 48