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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TIA
1126
Tiemann Investment Advisors
California
$412K – – –
RCM
1127
Radnor Capital Management
Pennsylvania
$412K – – –
WGAM
1128
Wilkinson Global Asset Management
New York
$411K – – –
EWG
1129
Executive Wealth Group
Washington
$411K +$3.49K +41 +0.9%
MAM
1130
Meeder Asset Management
Ohio
$410K -$1.84M -21,562 -82%
WP
1131
WealthSource Partners
California
$410K +$66.8K +784 +19%
AWM
1132
Arista Wealth Management
Nevada
$409K +$410K +4,815 New
MFWP
1133
Mosaic Family Wealth Partners
Missouri
$408K +$409K +4,800 New
MSFS
1134
Main Street Financial Solutions
Pennsylvania
$408K +$56.7K +665 +16%
OFW
1135
Omnia Family Wealth
Florida
$408K – – –
SVWAG
1136
Sound View Wealth Advisors Group
Georgia
$408K +$372K +4,370 New
LNB
1137
Ledyard National Bank
$407K – – –
PBO
1138
Peoples Bank (Ohio)
Ohio
$405K -$4.69K -55 -1%
RC
1139
Roundview Capital
New Jersey
$405K – – –
MRCM
1140
M&R Capital Management
New Jersey
$403K -$102K -1,199 -20%
M
1141
Mirova
France
$403K -$15.8K -185 -4%
LI
1142
LVZ Inc
Michigan
$402K – – –
TC
1143
Trilogy Capital
California
$402K – – –
PI
1144
PineBridge Investments
New York
$401K -$154K -1,808 -28%
WFI
1145
West Family Investments
California
$398K -$6.56K -77 -2%
HA
1146
Herold Advisors
New York
$395K +$59.8K +702 +18%
CWM
1147
Curi Wealth Management
North Carolina
$393K -$212K -2,487 -35%
BWG
1148
Beta Wealth Group
California
$391K +$25.6K +300 +7%
FDS
1149
First Dallas Securities
Texas
$391K +$392K +4,600 New
ANBT
1150
American National Bank & Trust
Texas
$390K +$1.71K +20 +0.4%
44 45
46
47 48