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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MSFS
1151
Main Street Financial Solutions
Pennsylvania
$495K +$39.2K +445 +9%
IWM
1152
Integris Wealth Management
California
$493K – – –
VCM
1153
Vivaldi Capital Management
Illinois
$487K -$34.1K -387 -7%
SMWM
1154
Silvia McColl Wealth Management
California
$487K – – –
OC
1155
Oakworth Capital
Alabama
$484K +$220K +2,500 +95%
FMWA
1156
Forvis Mazars Wealth Advisors
Missouri
$482K +$127K +1,442 +39%
WH
1157
Willner & Heller
California
$482K +$9.51K +108 +2%
CRI
1158
Colonial River Investments
Virginia
$482K +$73.9K +839 +20%
AFP
1159
Ausdal Financial Partners
Iowa
$482K -$24.4K -277 -5%
SFS
1160
Strategic Financial Services
New York
$479K – – –
IFG
1161
Independent Financial Group
California
$478K +$20.3K +231 +5%
BCM
1162
BluePath Capital Management
Georgia
$477K +$99.9K +1,134 +29%
BFM
1163
Boston Financial Management
Massachusetts
$475K -$41.1K -467 -8%
ACM
1164
Arcataur Capital Management
Wisconsin
$475K – – –
HIA
1165
Harbor Investment Advisory
Maryland
$474K +$82K +931 +23%
NFC
1166
Northeast Financial Consultants
Connecticut
$473K -$450K -5,115 -50%
SW
1167
SlateStone Wealth
Florida
$472K +$20.4K +232 +5%
ZB
1168
Zions Bancorporation
Utah
$472K +$75K +852 +21%
DS
1169
DRW Securities
Illinois
$471K -$1.53M -17,329 -78%
GCM
1170
Glaxis Capital Management
Florida
$471K +$440K +5,000 New
PBO
1171
Peoples Bank (Ohio)
Ohio
$469K -$17.6K -200 -4%
SCTC
1172
Sanibel Captiva Trust Company
Florida
$469K +$2.91K +33 +0.7%
FDCP
1173
Foster Dykema Cabot & Partners
Massachusetts
$468K – – –
EA
1174
Everpar Advisors
Oklahoma
$467K -$414K -4,704 -49%
RMDI
1175
R.M. Davis Inc
Maine
$466K – – –
45 46
47
48 49