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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCIG
1226
Partners Capital Investment Group
Massachusetts
$382K -$200K -2,505 -38%
AF
1227
Apexium Financial
Texas
$381K +$99.7K +1,246 +44%
MAM
1228
Meeder Asset Management
Ohio
$380K +$19.4K +242 +6%
SFP
1229
Shepherd Financial Partners
Massachusetts
$380K -$22.2K -277 -6%
H
1230
HoyleCohen
California
$379K +$37.9K +474 +13%
BCM
1231
Brown Capital Management
Maryland
$378K -$137K -1,708 -30%
BCA
1232
Bay Colony Advisors
Massachusetts
$378K +$13.4K +167 +4%
CB
1233
CNB Bank
Pennsylvania
$378K – – –
WA
1234
Wealth Alliance
New York
$376K – – –
AIM
1235
Allen Investment Management
New York
$376K -$958K -11,970 -75%
EWA
1236
Exencial Wealth Advisors
Oklahoma
$375K +$9.76K +122 +3%
RFA
1237
Register Financial Advisors
Georgia
$375K +$224K +2,804 +231%
RIA
1238
Regal Investment Advisors
Michigan
$374K +$10.2K +128 +3%
MCCA
1239
Mill Creek Capital Advisors
Pennsylvania
$372K -$28.7K -359 -8%
AF
1240
Advisornet Financial
Minnesota
$370K +$32.4K +405 +11%
HIC
1241
Holderness Investments Company
North Carolina
$370K +$317K +3,968 New
HCM
1242
Hollencrest Capital Management
California
$369K +$17.8K +223 +6%
EB
1243
Eastern Bank
Massachusetts
$369K -$2K -25 -0.6%
ESB
1244
Essex Savings Bank
Connecticut
$368K +$316K +3,950 New
RWB
1245
RMR Wealth Builders
New Jersey
$367K +$14K +175 +5%
AC
1246
AlphaCore Capital
California
$366K -$231K -2,893 -42%
JE
1247
JMAC Enterprises
Pennsylvania
$364K +$96K +1,200 +44%
FC
1248
Forte Capital
New York
$363K -$4K -50 -1%
DWM
1249
Destination Wealth Management
California
$362K -$16.9K -211 -5%
SAM
1250
Shell Asset Management
Netherlands
$360K -$1.44M -17,984 -82%
48 49
50
51 52