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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1151
Allred Capital Management
Texas
$406K -$6.34K -64 -2%
BWP
1152
BSW Wealth Partners
Colorado
$406K +$414K +4,174 New
AFP
1153
Ausdal Financial Partners
Iowa
$405K -$70.8K -715 -15%
OIA
1154
Optimum Investment Advisors
Illinois
$404K -$168K -1,700 -29%
PWPS
1155
Pinnacle Wealth Planning Services
Ohio
$402K -$396 -4 -0.1%
CCM
1156
Carlson Capital Management
Minnesota
$401K +$6.34K +64 +2%
FFBTD
1157
First Financial Bank - Trust Division
Ohio
$400K -$1.88K -19 -0.5%
PIM
1158
Perpetual Investment Management
Australia
$399K – – –
CWM
1159
Curi Wealth Management
North Carolina
$399K +$99 +1 +0%
FWM
1160
Frontier Wealth Management
Missouri
$398K +$405K +4,087 New
SMA
1161
Sage Mountain Advisors
Georgia
$397K +$2.87K +29 +0.7%
KA
1162
Kovack Advisors
Florida
$397K +$20.8K +210 +5%
H
1163
HoyleCohen
California
$396K +$297 +3 +0.1%
CWA
1164
Canvas Wealth Advisors
Kansas
$396K +$4.95K +50 +1%
PNC
1165
Park National Corp
Ohio
$394K -$54.6K -551 -12%
BFG
1166
Berger Financial Group
Minnesota
$394K +$44.9K +453 +13%
AIM
1167
Anchor Investment Management
South Carolina
$393K +$99.1K +1,000 +33%
DWM
1168
Destination Wealth Management
California
$392K – – –
FAIM
1169
Financial Advocates Investment Management
Washington
$391K -$1.42M -14,351 -78%
RM
1170
Resource Management
Louisiana
$391K +$398K +4,015 New
GIA
1171
GHP Investment Advisors
Colorado
$390K – – –
PFWA
1172
Paces Ferry Wealth Advisors
Georgia
$389K -$140K -1,408 -26%
WCA
1173
Westover Capital Advisors
Delaware
$389K – – –
HI
1174
Hudock Inc
Pennsylvania
$388K +$85.3K +861 +28%
AF
1175
Allworth Financial
California
$388K +$134K +1,357 +52%
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