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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1151
Oakworth Capital
Alabama
$196K +$89.7K +1,564 +120%
APC
1152
Aspire Private Capital
North Carolina
$194K +$172 +3 +0.1%
ASBI
1153
American State Bank (Iowa)
Iowa
$192K +$161K +2,808 New
EWM
1154
Edge Wealth Management
New York
$192K -$11.5K -200 -7%
WTC
1155
WhitTier Trust Company
Nevada
$189K – – –
ZB
1156
Zions Bancorporation
Utah
$185K +$19.5K +339 +14%
RWB
1157
RMR Wealth Builders
New Jersey
$181K +$152K +2,646 New
AF
1158
Allworth Financial
California
$180K +$6.25K +109 +4%
AIM
1159
Anchor Investment Management
South Carolina
$178K -$43K -750 -22%
IBOK
1160
Independence Bank of Kentucky
Kentucky
$177K +$79.5K +1,386 +116%
WWM
1161
Wolff Wiese Magana
California
$176K +$147K +2,564 New
HCM
1162
Highlander Capital Management
New Jersey
$171K – – –
SBL
1163
Sargent Bickham Lagudis
Colorado
$166K -$4.53K -79 -3%
FCM
1164
Firestone Capital Management
Florida
$166K +$22.4K +391 +19%
FWM
1165
Focused Wealth Management
New York
$164K -$31.3K -545 -19%
ACA
1166
Atlas Capital Advisors
Wyoming
$163K +$137K +2,379 New
ATC
1167
Adirondack Trust Company
New York
$163K – – –
LWA
1168
Lenox Wealth Advisors
New York
$160K +$35.5K +618 +36%
AA
1169
AlphaCentric Advisors
Puerto Rico
$156K +$130K +2,273 New
BWM
1170
BerganKDV Wealth Management
Minnesota
$155K +$9.58K +167 +8%
CCM
1171
Covington Capital Management
California
$146K +$15.3K +266 +14%
PWMG
1172
Prestige Wealth Management Group
New Jersey
$145K +$4.53K +79 +4%
BCA
1173
Berman Capital Advisors
Georgia
$145K +$32.4K +564 +36%
IFA
1174
Interactive Financial Advisors
Illinois
$137K – – –
CM
1175
Cohanzick Management
New York
$137K +$115K +2,000 New
45 46
47
48 49