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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FAIM
1201
Financial Advocates Investment Management
Washington
$647K +$398K +3,090 +126%
FPAS
1202
Focus Partners Advisor Solutions
Missouri
$647K +$58.9K +457 +9%
TFA
1203
Transamerica Financial Advisors
Florida
$646K +$18.8K +146 +3%
FFA
1204
First Foundation Advisors
California
$646K +$3.09K +24 +0.4%
CD
1205
Chapin Davis
Maryland
$645K -$6.83K -53 -0.9%
CIC
1206
Chase Investment Counsel
Virginia
$645K -$31.7K -246 -4%
MW
1207
Marcum Wealth
Ohio
$643K -$11.2K -87 -2%
DWA
1208
Douglass Winthrop Advisors
New York
$643K +$5.93K +46 +0.8%
IF
1209
Intrua Financial
Texas
$642K -$218K -1,688 -23%
WCM
1210
Washburn Capital Management
Florida
$641K -$25.3K -196 -3%
DWM
1211
Destination Wealth Management
California
$640K +$165K +1,283 +31%
FA
1212
Financial Advisors
Massachusetts
$639K – – –
IC
1213
Iconiq Capital
California
$637K +$137K +1,060 +24%
LCM
1214
Lazari Capital Management
California
$636K – – –
BWP
1215
Barlow Wealth Partners
Kentucky
$634K +$10.6K +82 +2%
HWA
1216
Heritage Wealth Advisors
Virginia
$633K -$773 -6 -0.1%
CP
1217
Canopy Partners
Ohio
$633K +$2.19K +17 +0.3%
FDCP
1218
Foster Dykema Cabot & Partners
Massachusetts
$632K -$5.54K -43 -0.8%
MC
1219
Machina Capital
France
$630K +$696K +5,403 New
AIA
1220
Arbor Investment Advisors
North Carolina
$629K -$3.61K -28 -0.5%
RCM
1221
Raleigh Capital Management
North Carolina
$629K -$161K -1,251 -19%
PFGIA
1222
Patriot Financial Group Insurance Agency
Massachusetts
$625K +$1.42K +11 +0.2%
DWP
1223
Daymark Wealth Partners
Ohio
$624K +$104K +811 +18%
RSWM
1224
Robertson Stephens Wealth Management
California
$623K -$53.5K -415 -7%
AF
1225
Advisornet Financial
Minnesota
$623K +$72.7K +564 +12%
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