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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FPAS
1201
Focus Partners Advisor Solutions
Missouri
$647K +$58.9K +457 +9%
TFA
1202
Transamerica Financial Advisors
Florida
$646K +$18.8K +146 +3%
FFA
1203
First Foundation Advisors
California
$646K +$3.09K +24 +0.4%
CD
1204
Chapin Davis
Maryland
$645K -$6.83K -53 -0.9%
CIC
1205
Chase Investment Counsel
Virginia
$645K -$31.7K -246 -4%
MW
1206
Marcum Wealth
Ohio
$643K -$11.2K -87 -2%
DWA
1207
Douglass Winthrop Advisors
New York
$643K +$5.93K +46 +0.8%
IF
1208
Intrua Financial
Texas
$642K -$218K -1,688 -23%
WCM
1209
Washburn Capital Management
Florida
$641K -$25.3K -196 -3%
DWM
1210
Destination Wealth Management
California
$640K +$165K +1,283 +31%
FA
1211
Financial Advisors
Massachusetts
$639K – – –
IC
1212
Iconiq Capital
California
$637K +$137K +1,060 +24%
LCM
1213
Lazari Capital Management
California
$636K – – –
BWP
1214
Barlow Wealth Partners
Kentucky
$634K +$10.6K +82 +2%
HWA
1215
Heritage Wealth Advisors
Virginia
$633K -$773 -6 -0.1%
CP
1216
Canopy Partners
Ohio
$633K +$2.19K +17 +0.3%
FDCP
1217
Foster Dykema Cabot & Partners
Massachusetts
$632K -$5.54K -43 -0.8%
MC
1218
Machina Capital
France
$630K +$696K +5,403 New
AIA
1219
Arbor Investment Advisors
North Carolina
$629K -$3.61K -28 -0.5%
RCM
1220
Raleigh Capital Management
North Carolina
$629K -$161K -1,251 -19%
PFGIA
1221
Patriot Financial Group Insurance Agency
Massachusetts
$625K +$1.42K +11 +0.2%
DWP
1222
Daymark Wealth Partners
Ohio
$624K +$104K +811 +18%
RSWM
1223
Robertson Stephens Wealth Management
California
$623K -$53.5K -415 -7%
AF
1224
Advisornet Financial
Minnesota
$623K +$72.7K +564 +12%
ATC
1225
Adirondack Trust Company
New York
$620K -$13.7K -106 -2%
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