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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EFG
1201
Everhart Financial Group
Ohio
$372K -$39.3K -460 -10%
A
1202
AustralianSuper
Australia
$372K +$372K +4,351 New
SIC
1203
Samalin Investment Counsel
New York
$370K +$371K +4,335 New
QT
1204
Quantamental Technologies
New York
$369K -$827K -9,670 -69%
CB
1205
CNB Bank
Pennsylvania
$367K +$91.3K +1,068 +33%
ORAM
1206
One River Asset Management
Connecticut
$366K +$367K +4,295 New
FCH
1207
Freestone Capital Holdings
Washington
$364K -$14K -164 -4%
HCP
1208
Hexagon Capital Partners
Arkansas
$363K -$6.41K -75 -2%
GC
1209
Garde Capital
Washington
$359K +$360K +4,208 New
NICM
1210
Neo Ivy Capital Management
New York
$358K +$359K +4,194 New
CA
1211
Continuum Advisory
Idaho
$358K +$1.97K +23 +0.6%
PIA
1212
Powell Investment Advisors
Florida
$356K +$3.25K +38 +0.9%
RSWM
1213
Robertson Stephens Wealth Management
California
$356K -$61.6K -720 -15%
DWM
1214
Destination Wealth Management
California
$355K -$20.3K -237 -5%
PCIG
1215
Partners Capital Investment Group
Massachusetts
$354K +$355K +4,150 New
SFP
1216
Shepherd Financial Partners
Massachusetts
$354K +$18K +211 +5%
AWAP
1217
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$353K – – –
GD
1218
Grandfield & Dodd
New York
$353K – – –
ACM
1219
Allred Capital Management
Texas
$349K – – –
ZIMP
1220
Zimmermann Investment Management & Planning
Pennsylvania
$347K +$106K +1,243 +44%
MTIC
1221
Missouri Trust & Investment Company
Missouri
$347K +$163K +1,910 +89%
FNB
1222
Farmers National Bank
Kentucky
$345K -$2.4K -28 -0.7%
TFCP
1223
Twin Focus Capital Partners
Massachusetts
$344K +$60K +702 +21%
EB
1224
Eastern Bank
Massachusetts
$341K -$17.4K -203 -5%
UH
1225
Unigestion Holding
Switzerland
$338K -$65.4K -765 -16%
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