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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TPW
1151
Transatlantique Private Wealth
New York
$723K -$132K -1,023 -14%
BMO
1152
Beck Mack & Oliver
New York
$715K +$467K +3,625 +145%
AA
1153
Alta Advisers
United Kingdom
$713K +$258K +2,000 +49%
SC
1154
Scholtz & Company
Connecticut
$713K +$788K +6,115 New
BFG
1155
Berger Financial Group
Minnesota
$712K +$33.2K +258 +4%
CA
1156
Claro Advisors
Massachusetts
$712K -$70.1K -544 -8%
RSS
1157
Rosenblum Silverman Sutton
California
$710K +$9.28K +72 +1%
CIAS
1158
CFS Investment Advisory Services
New Jersey
$710K -$25.9K -201 -3%
BA
1159
Bridgewater Advisors
New York
$710K +$787K +6,109 New
PP
1160
PDS Planning
Ohio
$709K +$55.5K +431 +8%
GFG
1161
Goldstone Financial Group
Illinois
$708K +$21.6K +168 +3%
CG
1162
Clifford Group
Massachusetts
$707K -$62.9K -488 -7%
CAU
1163
Caxton Associates (UK)
$705K +$778K +6,039 New
AIM
1164
Anchor Investment Management
South Carolina
$701K +$106K +825 +16%
LFA
1165
Legacy Financial Advisors
Kentucky
$701K -$45.4K -352 -6%
ERIC
1166
Eagle Rock Investment Company
Georgia
$700K – – –
ECM
1167
Evergreen Capital Management
Washington
$696K +$68.9K +535 +10%
BFG
1168
Beacon Financial Group
Texas
$696K -$127K -989 -14%
BC
1169
Bridgefront Capital
Texas
$694K +$767K +5,949 New
HSA
1170
HBK Sorce Advisory
Pennsylvania
$693K +$52.1K +404 +7%
WA
1171
Wealth Alliance
New York
$691K -$194K -1,506 -20%
DWM
1172
Diversify Wealth Management
Utah
$690K -$17.4K -135 -2%
KP
1173
Keel Point
Alabama
$688K +$81.6K +633 +12%
RAM
1174
Ramirez Asset Management
New York
$687K – – –
BONH
1175
Bank of New Hampshire
New Hampshire
$686K -$56.1K -435 -7%
45 46
47
48 49