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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1251
Holderness Investments Company
North Carolina
$374K – – –
DWM
1252
Destination Wealth Management
California
$373K +$7.66K +87 +2%
VFA
1253
Voya Financial Advisors
Connecticut
$373K -$192K -2,175 -35%
MAWA
1254
Moss Adams Wealth Advisors
Washington
$372K +$348K +3,946 New
NRS
1255
Neville Rodie & Shaw
New York
$370K -$242K -2,750 -41%
ESB
1256
Essex Savings Bank
Connecticut
$368K – – –
HIC
1257
Hartline Investment Corp
Illinois
$367K -$1.93M -21,958 -85%
BCA
1258
Bay Colony Advisors
Massachusetts
$367K -$13.4K -152 -4%
FWIA
1259
Fort Washington Investment Advisors
Ohio
$367K -$41.4K -470 -11%
AC
1260
Allstate Corporation
Illinois
$366K -$25.2K -286 -7%
KA
1261
Kovack Advisors
Florida
$363K -$236K -2,683 -41%
MC
1262
Marest Capital
California
$363K +$339K +3,855 New
PWPS
1263
Pinnacle Wealth Planning Services
Ohio
$361K -$450K -5,111 -57%
FCB
1264
First County Bank
Connecticut
$358K -$48.7K -553 -13%
CTC
1265
Cetera Trust Company
Minnesota
$358K – – –
AF
1266
Advisornet Financial
Minnesota
$357K -$15.6K -177 -4%
TWM
1267
Tanager Wealth Management
United Kingdom
$357K +$334K +3,794 New
BPCA
1268
Bank Pictet & Cie (Asia)
Singapore
$357K -$1.18M -13,454 -78%
MFG
1269
Mosaic Financial Group
Illinois
$357K +$334K +3,792 New
FIM
1270
Freedom Investment Management
Connecticut
$355K +$332K +3,774 New
JIC
1271
Johnson Investment Counsel
Ohio
$355K -$29.8K -338 -8%
OMC
1272
Overbrook Management Corp
New York
$354K – – –
CWM
1273
Centric Wealth Management
Illinois
$354K +$176 +2 +0.1%
MTIC
1274
Missouri Trust & Investment Company
Missouri
$353K +$33K +375 +11%
LA
1275
Legacy Advisors
Pennsylvania
$353K +$33.7K +383 +11%
49 50
51
52 53