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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
DIP
1201
DT Investment Partners
Pennsylvania
$427K – – –
AGP
1202
Autumn Glory Partners
Texas
$427K – – –
CWM
1203
Connecticut Wealth Management
Connecticut
$423K -$89.8K -1,020 -18%
WGAM
1204
Wilkinson Global Asset Management
New York
$423K -$87.2K -990 -18%
LNB
1205
Ledyard National Bank
$423K -$22K -250 -5%
MCA
1206
Millennium Capital Advisors
Arkansas
$423K -$44.8K -509 -10%
BWM
1207
Baron Wealth Management
Michigan
$422K +$264 +3 +0.1%
ST
1208
Smithfield Trust
Pennsylvania
$422K +$21K +239 +6%
MAM
1209
Meeder Asset Management
Ohio
$421K +$34.7K +394 +10%
CWM
1210
Cornerstone Wealth Management
Missouri
$421K +$7.31K +83 +2%
SAM
1211
Strategy Asset Managers
California
$419K +$528 +6 +0.1%
LAM
1212
L2 Asset Management
Massachusetts
$419K +$29.7K +337 +8%
RVPG
1213
Relative Value Partners Group
$419K +$2.82K +32 +0.7%
HSA
1214
HBK Sorce Advisory
Pennsylvania
$418K -$5.72K -65 -1%
HI
1215
Hudock Inc
Pennsylvania
$417K +$18.3K +208 +5%
RP
1216
Riverwater Partners
Wisconsin
$417K -$32.7K -371 -8%
BOH
1217
Bank of Hawaii
Hawaii
$417K +$91.7K +1,041 +31%
TIA
1218
Tiemann Investment Advisors
California
$417K -$3.08K -35 -0.8%
BBWA
1219
Bell & Brown Wealth Advisors
California
$414K -$3.96K -45 -1%
IIA
1220
IPG Investment Advisors
California
$412K – – –
ACM
1221
Allred Capital Management
Texas
$412K -$793 -9 -0.2%
FC
1222
Forte Capital
New York
$409K +$39.6K +450 +12%
AL
1223
Aspiriant LLC
California
$408K +$4.93K +56 +1%
SMA
1224
Sage Mountain Advisors
Georgia
$406K +$59.5K +676 +19%
PFPT
1225
Pinnacle Financial Partners (Tennessee)
Tennessee
$406K +$83.8K +952 +28%
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