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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
1276
Wimmer Associates 1
California
$281K – – –
EWM
1277
Empirical Wealth Management
Washington
$280K +$55.8K +563 +24%
FOA
1278
Five Oceans Advisors
California
$280K +$285K +2,877 New
LCM
1279
Leisure Capital Management
California
$279K – – –
ACA
1280
Atlas Capital Advisors
Wyoming
$279K +$14.9K +150 +6%
NSB
1281
Norway Savings Bank
Maine
$278K -$10.4K -105 -4%
FMP
1282
Financial Management Professionals
Texas
$276K +$15.7K +158 +6%
RWB
1283
RMR Wealth Builders
New Jersey
$275K – – –
WWMSC
1284
Wagner Wealth Management (South Carolina)
South Carolina
$275K +$495 +5 +0.2%
RDWM
1285
Red Door Wealth Management
Tennessee
$274K -$30.3K -306 -10%
MWPCG
1286
Measured Wealth Private Client Group
New Hampshire
$274K +$279K +2,814 New
ASBI
1287
American State Bank (Iowa)
Iowa
$273K – – –
PMG
1288
ProVise Management Group
Florida
$273K -$127K -1,284 -31%
HIS
1289
Harvest Investment Services
Illinois
$272K -$5.05K -51 -2%
PAM
1290
Premier Asset Management
Illinois
$270K +$1.11M +11,252 New
CBFP
1291
Cedar Brook Financial Partners
Ohio
$269K -$61K -616 -18%
JIC
1292
Johnson Investment Counsel
Ohio
$268K -$37.6K -379 -12%
RT
1293
Rockland Trust
Massachusetts
$268K +$42.7K +431 +18%
AFS
1294
Annapolis Financial Services
Maryland
$267K – – –
CDH
1295
Charles D. Hyman
$266K – – –
BP
1296
Broadleaf Partners
Ohio
$265K – – –
DAM
1297
Doheny Asset Management
California
$265K – – –
HWMG
1298
Hurlow Wealth Management Group
Indiana
$265K – – –
CFA
1299
Capstone Financial Advisors
Illinois
$265K +$99 +1 +0%
CAM
1300
Cozad Asset Management
Illinois
$264K -$108K -1,090 -29%
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