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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1201
Curi Wealth Management
North Carolina
$415K +$11.8K +118 +3%
RWA
1202
Redhawk Wealth Advisors
Minnesota
$414K +$28.9K +290 +7%
FCFC
1203
First Citizens Financial Corp
Iowa
$413K -$10.9K -109 -3%
ECM
1204
Evergreen Capital Management
Washington
$413K -$1.99K -20 -0.5%
PVH
1205
Psagot Value Holdings
Israel
$413K +$200K +2,009 +91%
CCM
1206
Carlson Capital Management
Minnesota
$412K +$7.57K +76 +2%
FPA
1207
First Pacific Advisors
California
$408K +$414K +4,160 New
ACM
1208
Allred Capital Management
Texas
$405K -$4.78K -48 -1%
IIC
1209
Integrated Investment Consultants
Michigan
$405K +$68.6K +689 +20%
GLA
1210
Great Lakes Advisors
Illinois
$403K -$86.3K -866 -17%
BRWM
1211
B. Riley Wealth Management
Tennessee
$403K +$48.8K +490 +14%
FWM
1212
Frontier Wealth Management
Missouri
$402K +$1.2K +12 +0.3%
MW
1213
Marcum Wealth
Ohio
$401K -$62.4K -626 -13%
PWPS
1214
Pinnacle Wealth Planning Services
Ohio
$401K -$4.18K -42 -1%
SCA
1215
Snowden Capital Advisors
New York
$400K -$1.06M -10,648 -72%
FNB
1216
Farmers National Bank
Kentucky
$399K -$6.18K -62 -2%
STA
1217
Summit Trail Advisors
New York
$398K +$40.1K +403 +11%
DWM
1218
Destination Wealth Management
California
$397K +$1.79K +18 +0.4%
FFBTD
1219
First Financial Bank - Trust Division
Ohio
$396K -$7.07K -71 -2%
AGA
1220
Accuvest Global Advisors
Utah
$395K +$401K +4,029 New
SB
1221
Sunflower Bank
Texas
$393K -$38.4K -385 -9%
GIA
1222
GHP Investment Advisors
Colorado
$393K – – –
WCA
1223
Westover Capital Advisors
Delaware
$393K – – –
RMDI
1224
R.M. Davis Inc
Maine
$390K -$36.1K -362 -8%
GD
1225
Grandfield & Dodd
New York
$390K +$3.98K +40 +1%
47 48
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