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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
1151
Chelsea Counsel Company
California
$417K – – –
IWM
1152
IHT Wealth Management
Illinois
$415K +$29.4K +305 +7%
LI
1153
LVZ Inc
Michigan
$414K – – –
EWG
1154
Executive Wealth Group
Washington
$412K +$2.99K +31 +0.7%
WA
1155
Wealth Alliance
New York
$411K -$109K -1,133 -19%
GD
1156
Grandfield & Dodd
New York
$410K +$69.4K +719 +18%
LFA
1157
Legacy Financial Advisors
Kentucky
$408K +$10K +104 +2%
PB
1158
Pinnacle Bancorp
Nebraska
$407K +$126K +1,303 +39%
KA
1159
KLCM Advisors
Wisconsin
$406K – – –
IIM
1160
Ipswich Investment Management
Massachusetts
$406K +$11.1K +115 +3%
AAS
1161
Ameritas Advisory Services
Nebraska
$405K +$87.7K +909 +24%
FPCG
1162
Fort Pitt Capital Group
Pennsylvania
$404K -$1.83K -19 -0.4%
BG
1163
Bahl & Gaynor
Ohio
$401K +$12.3K +127 +3%
M
1164
MOTCO
Texas
$399K -$9.28M -96,232 -95%
MW
1165
Marcum Wealth
Ohio
$397K +$44.3K +459 +11%
VA
1166
Valmark Advisers
Ohio
$395K +$436K +4,524 New
CI
1167
CX Institutional
Indiana
$394K +$23.2K +240 +6%
FMP
1168
Financial Management Professionals
Texas
$394K +$64K +663 +17%
PCM
1169
Perritt Capital Management
Illinois
$393K -$25.1K -260 -5%
FFM
1170
Fullerton Fund Management
Singapore
$392K -$75.1M -778,095 -99%
MHR
1171
Matthew Hamilton Rosenberg
$391K +$13.5K +140 +3%
BFM
1172
Boothbay Fund Management
New York
$389K +$429K +4,449 New
RCM
1173
Radnor Capital Management
Pennsylvania
$388K – – –
ECM
1174
Evergreen Capital Management
Washington
$388K +$22.3K +231 +5%
NIMI
1175
Natixis Investment Managers International
France
$388K +$429K +4,447 New
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