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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
1276
Stiles Financial Services
Minnesota
$243K +$7K +83 +3%
CBFP
1277
Cedar Brook Financial Partners
Ohio
$242K +$19.2K +228 +8%
IIM
1278
Ipswich Investment Management
Massachusetts
$242K -$49.1K -583 -16%
RIA
1279
Realta Investment Advisors
Delaware
$242K -$46.9K -557 -15%
CIA
1280
Choate Investment Advisors
Massachusetts
$241K -$42.1K -500 -14%
SA
1281
Syntax Advisors
New York
$241K -$20.6K -244 -7%
VCG
1282
Vantage Consulting Group
Virginia
$241K -$20.6K -244 -7%
OCM
1283
Objective Capital Management
Ohio
$241K +$1.1K +13 +0.4%
CIC
1284
Crawford Investment Counsel
Georgia
$239K -$111K -1,316 -30%
FHA
1285
Flagship Harbor Advisors
Massachusetts
$238K -$72.8K -864 -22%
I
1286
IMPACTfolio
Colorado
$238K -$3.03K -36 -1%
ORC
1287
O'Rourke & Company
Massachusetts
$238K +$1.01K +12 +0.4%
JIC
1288
Johnson Investment Counsel
Ohio
$237K -$11K -130 -4%
ACM
1289
Avalon Capital Management
California
$237K – – –
SOAMC
1290
Spirit of America Management Corp
New York
$237K – – –
RCM
1291
Raleigh Capital Management
North Carolina
$237K +$6.32K +75 +3%
AWA
1292
Alta Wealth Advisors
Massachusetts
$236K +$12.6K +150 +5%
BMM
1293
Buffington Mohr McNeal
Idaho
$235K -$78K -925 -24%
HI
1294
Harrington Investments
California
$235K – – –
RMAM
1295
Raab & Moskowitz Asset Management
New Jersey
$234K -$19K -225 -7%
WA1
1296
Wimmer Associates 1
California
$234K -$2.44K -29 -1%
HFM
1297
Harvest Fund Management
China
$234K +$45.5K +540 +22%
NL
1298
NWAM LLC
Washington
$234K +$250K +2,965 New
PWP
1299
Perfromance Wealth Partners
Illinois
$233K -$1.69K -20 -0.7%
SG
1300
Stonnington Group
California
$233K – – –
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