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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SMWM
1151
Silvia McColl Wealth Management
California
$487K – – –
OC
1152
Oakworth Capital
Alabama
$484K +$220K +2,500 +95%
FMWA
1153
Forvis Mazars Wealth Advisors
Missouri
$482K +$127K +1,442 +39%
WH
1154
Willner & Heller
California
$482K +$9.51K +108 +2%
CRI
1155
Colonial River Investments
Virginia
$482K +$73.9K +839 +20%
AFP
1156
Ausdal Financial Partners
Iowa
$482K -$24.4K -277 -5%
SFS
1157
Strategic Financial Services
New York
$479K – – –
IFG
1158
Independent Financial Group
California
$478K +$20.3K +231 +5%
BCM
1159
BluePath Capital Management
Georgia
$477K +$99.9K +1,134 +29%
BFM
1160
Boston Financial Management
Massachusetts
$475K -$41.1K -467 -8%
ACM
1161
Arcataur Capital Management
Wisconsin
$475K – – –
HIA
1162
Harbor Investment Advisory
Maryland
$474K +$82K +931 +23%
NFC
1163
Northeast Financial Consultants
Connecticut
$473K -$450K -5,115 -50%
SW
1164
SlateStone Wealth
Florida
$472K +$20.4K +232 +5%
ZB
1165
Zions Bancorporation
Utah
$472K +$75K +852 +21%
DS
1166
DRW Securities
Illinois
$471K -$1.53M -17,329 -78%
GCM
1167
Glaxis Capital Management
Florida
$471K +$440K +5,000 New
PBO
1168
Peoples Bank (Ohio)
Ohio
$469K -$17.6K -200 -4%
SCTC
1169
Sanibel Captiva Trust Company
Florida
$469K +$2.91K +33 +0.7%
FDCP
1170
Foster Dykema Cabot & Partners
Massachusetts
$468K – – –
EA
1171
Everpar Advisors
Oklahoma
$467K -$414K -4,704 -49%
RMDI
1172
R.M. Davis Inc
Maine
$466K – – –
RFA
1173
Register Financial Advisors
Georgia
$465K +$80.8K +918 +23%
BB
1174
Bell Bank
North Dakota
$463K -$9.95K -113 -2%
AWA
1175
Arkadios Wealth Advisors
Georgia
$462K -$29.7K -337 -6%
45 46
47
48 49