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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
1201
Adirondack Trust Company
New York
$275K +$84.8K +1,106 +45%
SAM
1202
Security Asset Management
New York
$274K – – –
KTC
1203
Kistler-Tiffany Companies
Pennsylvania
$274K +$37K +483 +16%
OC
1204
Oakworth Capital
Alabama
$274K +$51.3K +670 +23%
C
1205
Certuity
Florida
$273K +$19.2K +251 +8%
RCC
1206
Red Cedar Capital
Nebraska
$272K – – –
CAI
1207
Capital Advisors Inc
Oklahoma
$271K +$77 +1 +0%
CWA
1208
Canvas Wealth Advisors
Kansas
$269K +$257K +3,355 New
ZB
1209
Zions Bancorporation
Utah
$268K +$58.2K +759 +28%
CL
1210
CPWM LLC
Washington
$267K +$3.83K +50 +1%
ZIC
1211
ZWJ Investment Counsel
Georgia
$265K -$10.7K -139 -4%
MIH
1212
Meitav Investment House
Israel
$264K -$237K -3,090 -48%
FMLI
1213
Fukoku Mutual Life Insurance
Japan
$264K – – –
BFG
1214
Berger Financial Group
Minnesota
$264K +$5.44K +71 +2%
MA
1215
MCF Advisors
Kentucky
$263K – – –
PFA
1216
Pinnacle Family Advisors
Missouri
$262K +$259K +3,375 New
GL
1217
Graypoint LLC
New York
$258K +$9.58K +125 +4%
I
1218
INVST
Indiana
$258K +$240K +3,130 New
WCM
1219
Wedge Capital Management
North Carolina
$257K -$29.3M -381,774 -99%
GG
1220
Golden Green
South Carolina
$257K – – –
FAM
1221
Formidable Asset Management
Ohio
$257K +$7.13K +93 +3%
ECM
1222
Evergreen Capital Management
Washington
$257K +$253K +3,303 New
HHGA
1223
Halbert Hargrove Global Advisors
California
$256K +$1.46K +19 +0.6%
TFCP
1224
Twin Focus Capital Partners
Massachusetts
$256K +$6.9K +90 +3%
APP
1225
Avantax Planning Partners
Iowa
$255K +$252K +3,282 New
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