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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWS
1151
AJ Wealth Strategies
New York
$335K – – –
ARC
1152
Advisor Resource Council
Texas
$335K +$360K +4,398 New
FCH
1153
Freestone Capital Holdings
Washington
$332K -$714K -8,715 -67%
ACI
1154
Alpha Cubed Investments
California
$332K +$54.9K +670 +18%
CIC
1155
Crawford Investment Counsel
Georgia
$330K -$58.2K -711 -14%
ECM
1156
Evergreen Capital Management
Washington
$330K -$8.36K -102 -2%
AWAP
1157
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$330K -$164 -2 -0%
RC
1158
Roundview Capital
New Jersey
$329K +$110K +1,340 +45%
EB
1159
Eastern Bank
Massachusetts
$328K -$3.36K -41 -0.9%
EHWM
1160
Eads & Heald Wealth Management
Georgia
$327K -$54.5K -665 -13%
TCM
1161
Tributary Capital Management
Nebraska
$327K -$8.19K -100 -2%
BTI
1162
Blue Trust Inc
Georgia
$323K +$302K +3,690 New
FNA
1163
First National Advisers
Nebraska
$322K +$347K +4,234 New
AP
1164
Americana Partners
Texas
$321K -$148K -1,805 -30%
FCFC
1165
First Citizens Financial Corp
Iowa
$320K – – –
DA
1166
DSC Advisors
Illinois
$320K +$13.3K +162 +4%
MW
1167
Marcum Wealth
Ohio
$319K -$29.2K -356 -8%
BBWA
1168
Bell & Brown Wealth Advisors
California
$319K +$2.95K +36 +0.9%
AWA
1169
Aaron Wealth Advisors
Illinois
$318K -$20.3M -248,305 -98%
ER
1170
Enlightenment Research
Florida
$317K -$700K -8,543 -67%
PVH
1171
Psagot Value Holdings
Israel
$316K +$20.5K +250 +6%
BBA
1172
BLB&B Advisors
Pennsylvania
$315K -$18.9K -231 -5%
QFA
1173
Quantum Financial Advisors
California
$315K +$290K +3,545 New
MSFS
1174
Main Street Financial Solutions
Pennsylvania
$314K +$246 +3 +0.1%
LFA
1175
Legacy Financial Advisors
Kentucky
$313K -$44.6K -544 -12%
45 46
47
48 49