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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1201
DT Investment Partners
Pennsylvania
$370K – – –
OTL
1202
Oak Thistle LLC
New York
$369K +$393K +4,522 New
WWMSC
1203
Wagner Wealth Management (South Carolina)
South Carolina
$369K +$10.5K +121 +3%
SFB
1204
STAR Financial Bank
Indiana
$369K -$23.9K -275 -6%
JCIA
1205
Jackson Creek Investment Advisors
Colorado
$368K -$21K -242 -5%
OA
1206
Operose Advisors
Wisconsin
$365K +$83.3K +959 +27%
BWM
1207
Baron Wealth Management
Michigan
$364K +$174 +2 +0%
ZB
1208
Zions Bancorporation
Utah
$364K -$2.52K -29 -0.6%
SMA
1209
Sage Mountain Advisors
Georgia
$364K -$61.4K -707 -14%
CA
1210
Continuum Advisory
Idaho
$360K +$19.2K +221 +5%
AFT
1211
Alpha Family Trust
California
$360K – – –
MAM
1212
Mastrapasqua Asset Management
Tennessee
$359K +$130K +1,500 +52%
FCB
1213
First County Bank
Connecticut
$359K -$61.6K -710 -14%
ACM
1214
Allred Capital Management
Texas
$358K +$25.8K +297 +7%
FFG
1215
Fortem Financial Group
California
$358K -$36.8K -424 -9%
SFP
1216
Shepherd Financial Partners
Massachusetts
$355K +$17.2K +198 +5%
MCCA
1217
Mill Creek Capital Advisors
Pennsylvania
$355K -$63.6K -732 -14%
RSWM
1218
Robertson Stephens Wealth Management
California
$354K +$14.7K +169 +4%
KFS
1219
Kaizen Financial Strategies
California
$353K -$29.8K -343 -7%
SC
1220
Syon Capital
California
$352K +$374K +4,308 New
ST
1221
Smithfield Trust
Pennsylvania
$350K -$29.5K -340 -7%
ANBT
1222
American National Bank & Trust
Texas
$349K -$122K -1,407 -25%
WA
1223
Waddell & Associates
Tennessee
$349K -$8.77K -101 -2%
QFA
1224
Quantum Financial Advisors
California
$348K +$60.1K +692 +19%
GC
1225
Garde Capital
Washington
$347K +$3.99K +46 +1%
47 48
49
50 51