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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1251
Wimmer Associates 1
California
$265K – – –
FAM
1252
Formidable Asset Management
Ohio
$263K -$34.3K -400 -12%
LCM
1253
Leisure Capital Management
California
$263K – – –
GEA
1254
Glen Eagle Advisors
New Jersey
$262K +$227K +2,645 +1,219%
AIC
1255
Ameritas Investment Company
Nebraska
$261K -$610K -7,110 -93%
BBNA
1256
Bremer Bank National Association
Minnesota
$261K -$24.2K -282 -9%
HIS
1257
Harvest Investment Services
Illinois
$261K -$8.92K -104 -4%
CFO
1258
CVA Family Office
Colorado
$260K +$103K +1,207 +74%
BO
1259
Bank OZK
Arkansas
$259K – – –
RWB
1260
RMR Wealth Builders
New Jersey
$259K – – –
TW
1261
TrinityPoint Wealth
Connecticut
$258K +$241K +2,810 New
ASBI
1262
American State Bank (Iowa)
Iowa
$257K – – –
WWM
1263
Wolff Wiese Magana
California
$255K +$3.09K +36 +1%
GI
1264
Gradient Investments
Minnesota
$255K +$13.7K +160 +6%
SIA
1265
SkyView Investment Advisors
New Jersey
$254K – – –
VCG
1266
Vantage Consulting Group
Virginia
$254K +$238K +2,774 New
PS
1267
Planned Solutions
California
$253K – – –
AFS
1268
Annapolis Financial Services
Maryland
$252K -$158K -1,842 -40%
CIS
1269
Capital International Sarl
California
$252K -$25.2K -294 -10%
CWM
1270
Cornerstone Wealth Management
Missouri
$252K +$6.26K +73 +3%
WCM
1271
Wedge Capital Management
North Carolina
$251K -$49K -571 -17%
CDH
1272
Charles D. Hyman
$251K -$24.2K -282 -9%
HWMG
1273
Hurlow Wealth Management Group
Indiana
$250K -$8.49K -99 -4%
DAM
1274
Doheny Asset Management
California
$250K – – –
CFA
1275
Capstone Financial Advisors
Illinois
$250K +$3.17K +37 +1%
49 50
51
52 53