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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RSWM
1201
Robertson Stephens Wealth Management
California
$400K -$4.08K -51 -1%
CRI
1202
Colonial River Investments
Virginia
$399K -$56.7K -709 -14%
AL
1203
Aspiriant LLC
California
$399K +$12.1K +151 +4%
FCH
1204
Freestone Capital Holdings
Washington
$399K +$14.4K +180 +4%
AWA
1205
Aaron Wealth Advisors
Illinois
$398K -$101K -1,258 -23%
VAS
1206
Vestmark Advisory Solutions
Massachusetts
$398K +$342K +4,272 New
RL
1207
Rogco LP
Oklahoma
$398K +$224K +2,802 +192%
DIP
1208
DT Investment Partners
Pennsylvania
$397K – – –
PIA
1209
Powell Investment Advisors
Florida
$397K +$3.6K +45 +1%
ST
1210
Smithfield Trust
Pennsylvania
$395K – – –
HI
1211
Hudock Inc
Pennsylvania
$394K +$41.4K +518 +14%
SM
1212
Salzhauer Michael
$394K -$147K -1,842 -30%
EFA
1213
Evernest Financial Advisors
Indiana
$392K +$336K +4,204 New
MAM
1214
Morse Asset Management
Connecticut
$392K -$694K -8,674 -67%
SIC
1215
Samalin Investment Counsel
New York
$390K +$7.28K +91 +2%
AGP
1216
Autumn Glory Partners
Texas
$390K +$42.4K +530 +13%
SCI
1217
Silver Coast Investments
United States
$389K +$334K +4,173 New
AC
1218
Allstate Corporation
Illinois
$389K -$65.3K -816 -16%
APP
1219
Avantax Planning Partners
Iowa
$388K +$2.56K +32 +0.8%
ZB
1220
Zions Bancorporation
Utah
$388K -$24.4K -305 -7%
CP
1221
Canopy Partners
Ohio
$387K +$332K +4,147 New
AWAP
1222
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$385K – – –
LAM
1223
L2 Asset Management
Massachusetts
$384K +$324K +4,045 +5,697%
JIC
1224
Johnson Investment Counsel
Ohio
$383K +$38.1K +476 +13%
HIA
1225
Harbor Investment Advisory
Maryland
$382K -$466K -5,823 -59%
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