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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
1176
Financial Advocates Investment Management
Washington
$387K +$52.1K +540 +14%
DWM
1177
Drive Wealth Management
Utah
$387K +$67.7K +702 +19%
HPWM
1178
Highland Private Wealth Management
Washington
$386K -$74.5K -772 -15%
AI
1179
AXS Investments
New York
$386K +$91.2K +945 +27%
TCM
1180
Tributary Capital Management
Nebraska
$385K -$130K -1,350 -23%
AWS
1181
AJ Wealth Strategies
New York
$385K – – –
DWM
1182
Destination Wealth Management
California
$385K +$34.5K +358 +9%
WGAM
1183
Wilkinson Global Asset Management
New York
$383K +$66.1K +685 +19%
BBA
1184
BLB&B Advisors
Pennsylvania
$382K -$29.1K -302 -6%
EB
1185
Eastern Bank
Massachusetts
$380K -$17.5K -181 -4%
AWAP
1186
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$379K – – –
CL
1187
CPWM LLC
Washington
$378K +$47.1K +488 +13%
DHGWA
1188
Dixon Hughes Goodman Wealth Advisors
North Carolina
$377K – – –
WH
1189
Willner & Heller
California
$376K +$2.6K +27 +0.7%
FFA
1190
First Foundation Advisors
California
$376K +$82.6K +856 +25%
WFI
1191
West Family Investments
California
$375K -$14.5K -150 -3%
NIM
1192
NuWave Investment Management
New Jersey
$372K +$211K +2,186 +106%
OIA
1193
Optimum Investment Advisors
Illinois
$371K -$38.6K -400 -9%
FCFC
1194
First Citizens Financial Corp
Iowa
$368K – – –
CWM
1195
Centric Wealth Management
Illinois
$368K +$29.6K +307 +8%
IIC
1196
Integrated Investment Consultants
Michigan
$367K +$6.46K +67 +2%
CCM
1197
Carlson Capital Management
Minnesota
$365K -$2.12K -22 -0.5%
FWM
1198
Frontier Wealth Management
Missouri
$365K +$24.4K +253 +6%
FPA
1199
First Pacific Advisors
California
$364K – – –
CIC
1200
Carnegie Investment Counsel
Ohio
$363K -$52.5K -544 -12%
46 47
48
49 50