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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BPCE
1176
Bank Pictet & Cie (Europe)
Germany
$730K -$62.4K -507 -8%
SSWM
1177
Strait & Sound Wealth Management
California
$729K +$23.6K +192 +3%
EFS
1178
Essex Financial Services
Connecticut
$729K -$616 -5 -0.1%
CIC
1179
Chase Investment Counsel
Virginia
$726K -$3.08K -25 -0.4%
CCIA
1180
Campbell & Co Investment Adviser
Maryland
$724K +$710K +5,762 New
YWM
1181
Yardley Wealth Management
Pennsylvania
$724K +$776K +6,304 New
RSWM
1182
Robertson Stephens Wealth Management
California
$724K +$15.3K +124 +2%
FCG
1183
Fielder Capital Group
Tennessee
$723K -$98.8K -802 -12%
LA
1184
LM Advisors
California
$719K – – –
ACM
1185
Aljian Capital Management
Nevada
$718K -$3.2K -26 -0.5%
SVWAG
1186
Sound View Wealth Advisors Group
Georgia
$715K -$2.46K -20 -0.4%
WCM
1187
Washburn Capital Management
Florida
$715K +$739 +6 +0.1%
WE
1188
Wealth Effects
Massachusetts
$713K -$3.08K -25 -0.4%
PP
1189
PDS Planning
Ohio
$710K -$7.76K -63 -1%
SWP
1190
Strategic Wealth Partners
Ohio
$709K -$88.7K -720 -12%
RLIM
1191
Red Lighthouse Investment Management
New York
$708K -$25.9K -210 -4%
CIEC
1192
Crédit Industriel et Commercial
France
$708K +$693K +5,630 New
MW
1193
Marcum Wealth
Ohio
$704K +$42.2K +343 +7%
BWP
1194
Barlow Wealth Partners
Kentucky
$703K -$49.3K -400 -7%
CFMC
1195
Curbstone Financial Management Corp
New Hampshire
$701K -$24.6K -200 -3%
TCM
1196
Tributary Capital Management
Nebraska
$697K -$37.6K -305 -5%
VCM
1197
Vivaldi Capital Management
Illinois
$696K +$11.1K +90 +2%
HSA
1198
HBK Sorce Advisory
Pennsylvania
$696K +$60K +487 +10%
RCAG
1199
Rehmann Capital Advisory Group
Michigan
$694K +$75.9K +616 +13%
FFA
1200
First Foundation Advisors
California
$693K -$151K -1,226 -18%
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