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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
1126
Curbstone Financial Management Corp
New Hampshire
$530K – – –
MSA
1127
Marino Stram & Associates
Massachusetts
$527K -$198K -2,250 -29%
KWM
1128
Kingsview Wealth Management
Oregon
$525K -$60.6K -688 -11%
EHWM
1129
Eads & Heald Wealth Management
Georgia
$524K +$1.67K +19 +0.3%
MP
1130
McDonald Partners
Ohio
$523K -$37.7K -428 -7%
BG
1131
Bahl & Gaynor
Ohio
$522K +$8.72K +99 +2%
SC
1132
Syon Capital
California
$520K +$18.8K +213 +4%
GC
1133
Gratus Capital
Georgia
$517K +$484K +5,492 New
FA
1134
Financial Advisors
Massachusetts
$516K – – –
PP
1135
PDS Planning
Ohio
$515K +$31.6K +359 +7%
M1FG
1136
Mach-1 Financial Group
Arkansas
$515K -$1M -11,405 -68%
DWA
1137
Douglass Winthrop Advisors
New York
$514K -$93.5K -1,062 -16%
ATC
1138
Adirondack Trust Company
New York
$513K -$6.96K -79 -1%
FAT
1139
First American Trust
California
$512K +$479K +5,442 New
GFP
1140
Gryphon Financial Partners
Ohio
$510K -$821K -9,322 -63%
LC
1141
Lindbrook Capital
California
$506K +$16.2K +184 +4%
CP
1142
Canopy Partners
Ohio
$504K +$107K +1,210 +29%
HCP
1143
Hexagon Capital Partners
Arkansas
$502K +$48.9K +555 +12%
CT
1144
Cambridge Trust
Massachusetts
$502K +$17.4K +198 +4%
CL
1145
Choreo LLC
Illinois
$502K +$25.6K +291 +6%
ORAM
1146
One River Asset Management
Connecticut
$502K +$469K +5,330 New
NFA
1147
Northern Financial Advisors
Michigan
$500K – – –
BWP
1148
Barlow Wealth Partners
Kentucky
$498K – – –
GL
1149
Graypoint LLC
New York
$498K -$27.7K -315 -6%
ACM
1150
Advisors Capital Management
New Jersey
$496K -$64.6K -733 -12%
44 45
46
47 48