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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1276
CX Institutional
Indiana
$246K -$104K -1,274 -28%
FAG
1277
Fortitude Advisory Group
Washington
$246K -$11.5K -140 -4%
CAI
1278
Capital Advisors Inc
Oklahoma
$246K +$45.1K +551 +21%
HFS
1279
Howard Financial Services
Texas
$245K +$16K +195 +6%
TFCP
1280
Twin Focus Capital Partners
Massachusetts
$244K – – –
CAM
1281
Cozad Asset Management
Illinois
$244K +$16.4K +200 +7%
CCM
1282
Covington Capital Management
California
$243K -$1.56K -19 -0.6%
CA
1283
Crewe Advisors
Utah
$243K +$57.3K +699 +28%
RMAM
1284
Raab & Moskowitz Asset Management
New Jersey
$243K +$57.7K +705 +28%
HWM
1285
Horizon Wealth Management
Illinois
$242K -$26.6K -325 -9%
EFG
1286
Everhart Financial Group
Ohio
$242K +$261K +3,183 New
DA
1287
Detalus Advisors
Missouri
$240K +$258K +3,149 New
NAS
1288
Nicolet Advisory Services
Wisconsin
$239K +$3.52K +43 +1%
ESCM
1289
Echo Street Capital Management
New York
$238K -$75.1K -917 -23%
JIC
1290
Johnson Investment Counsel
Ohio
$238K +$54.7K +668 +27%
SCM
1291
SOL Capital Management
Maryland
$237K -$32.8K -400 -11%
NFSG
1292
Newbridge Financial Services Group
Florida
$237K +$410 +5 +0.2%
DU
1293
Delphia (USA)
Ontario, Canada
$237K +$255K +3,112 New
AG
1294
Ascent Group
Virginia
$236K -$28.3K -345 -11%
KWM
1295
Keebeck Wealth Management
Illinois
$236K +$254K +3,102 New
MAM
1296
Madison Asset Management
Wisconsin
$236K +$254K +3,106 New
JCM
1297
Janney Capital Management
Pennsylvania
$235K – – –
AWM
1298
Aprio Wealth Management
Georgia
$235K +$253K +3,090 New
PAM
1299
Private Asset Management
California
$234K – – –
I
1300
IMPACTfolio
Colorado
$232K -$3.28K -40 -1%
50 51
52
53 54