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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1301
McLean Asset Management
Virginia
$231K +$4.37K +51 +2%
ESCM
1302
Echo Street Capital Management
New York
$230K -$412K -4,802 -66%
UF
1303
Univest Financial
Pennsylvania
$230K +$215K +2,507 New
SGI
1304
Summit Global Investments
Utah
$230K +$215K +2,513 New
HCM
1305
Highlander Capital Management
New Jersey
$229K -$42.9K -500 -17%
BMO
1306
Beck Mack & Oliver
New York
$229K +$214K +2,500 New
CCFM
1307
Clear Creek Financial Management
Washington
$229K +$214K +2,500 New
BOPW
1308
Brandywine Oak Private Wealth
Pennsylvania
$229K +$215K +2,507 New
FG
1309
Fiduciary Group
Georgia
$228K +$203K +2,370 New
FCH
1310
Freestone Capital Holdings
Washington
$227K +$212K +2,474 New
FCA
1311
FinTrust Capital Advisors
South Carolina
$226K +$171 +2 +0.1%
CLOS
1312
Compagnie Lombard Odier SCmA
Switzerland
$225K +$143K +1,666 +208%
SBL
1313
Sargent Bickham Lagudis
Colorado
$224K +$2.14K +25 +1%
CWM
1314
Chesapeake Wealth Management
Virginia
$223K -$14.1K -165 -6%
AWA
1315
Aaron Wealth Advisors
Illinois
$223K +$209K +2,433 New
RW
1316
REDW Wealth
New Mexico
$223K +$209K +2,433 New
BTW
1317
Boston Trust Walden
Massachusetts
$222K +$208K +2,423 New
HTC
1318
Haverford Trust Company
Pennsylvania
$220K +$205K +2,395 New
FWM
1319
Focused Wealth Management
New York
$219K – – –
NEWAS
1320
N.E.W. Advisory Services
Wisconsin
$219K +$204K +2,380 New
NCM
1321
Neumann Capital Management
California
$217K +$203K +2,370 New
AIL
1322
AGF Investments LLC
Ontario, Canada
$215K +$4.72K +55 +2%
SHGA
1323
Sand Hill Global Advisors
California
$215K +$201K +2,346 New
OC
1324
Oakworth Capital
Alabama
$214K -$103K -1,204 -34%
ALAM
1325
Asahi Life Asset Management
Japan
$214K +$200K +2,330 New
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