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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
1151
Pinnacle Financial Partners (Tennessee)
Tennessee
$416K -$26.5K -267 -6%
ZB
1152
Zions Bancorporation
Utah
$416K +$134K +1,354 +46%
AIM
1153
Allen Investment Management
New York
$416K +$424K +4,280 New
ECM
1154
Evergreen Capital Management
Washington
$412K +$29.7K +300 +8%
MHR
1155
Matthew Hamilton Rosenberg
$412K +$61.2K +618 +17%
CI
1156
CX Institutional
Indiana
$407K -$13.1K -132 -3%
ACM
1157
Allred Capital Management
Texas
$406K -$6.34K -64 -2%
BWP
1158
BSW Wealth Partners
Colorado
$406K +$414K +4,174 New
AFP
1159
Ausdal Financial Partners
Iowa
$405K -$70.8K -715 -15%
OIA
1160
Optimum Investment Advisors
Illinois
$404K -$168K -1,700 -29%
PWPS
1161
Pinnacle Wealth Planning Services
Ohio
$402K -$396 -4 -0.1%
CCM
1162
Carlson Capital Management
Minnesota
$401K +$6.34K +64 +2%
FFBTD
1163
First Financial Bank - Trust Division
Ohio
$400K -$1.88K -19 -0.5%
PIM
1164
Perpetual Investment Management
Australia
$399K – – –
CWM
1165
Curi Wealth Management
North Carolina
$399K +$99 +1 +0%
FWM
1166
Frontier Wealth Management
Missouri
$398K +$405K +4,087 New
SMA
1167
Sage Mountain Advisors
Georgia
$397K +$2.87K +29 +0.7%
KA
1168
Kovack Advisors
Florida
$397K +$20.8K +210 +5%
H
1169
HoyleCohen
California
$396K +$297 +3 +0.1%
CWA
1170
Canvas Wealth Advisors
Kansas
$396K +$4.95K +50 +1%
PNC
1171
Park National Corp
Ohio
$394K -$54.6K -551 -12%
BFG
1172
Berger Financial Group
Minnesota
$394K +$44.9K +453 +13%
AIM
1173
Anchor Investment Management
South Carolina
$393K +$99.1K +1,000 +33%
DWM
1174
Destination Wealth Management
California
$392K – – –
FAIM
1175
Financial Advocates Investment Management
Washington
$391K -$1.42M -14,351 -78%
45 46
47
48 49