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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1301
Annapolis Financial Services
Maryland
$267K – – –
CDH
1302
Charles D. Hyman
$266K – – –
BP
1303
Broadleaf Partners
Ohio
$265K – – –
DAM
1304
Doheny Asset Management
California
$265K – – –
HWMG
1305
Hurlow Wealth Management Group
Indiana
$265K – – –
CFA
1306
Capstone Financial Advisors
Illinois
$265K +$99 +1 +0%
CAM
1307
Cozad Asset Management
Illinois
$264K -$108K -1,090 -29%
FAM
1308
Formidable Asset Management
Ohio
$263K -$17.2K -174 -6%
CIC
1309
Carnegie Investment Counsel
Ohio
$263K – – –
CFN
1310
Cordasco Financial Network
Florida
$263K – – –
RC
1311
Reik & Co
New York
$263K – – –
CCM
1312
Covington Capital Management
California
$263K +$3.27K +33 +1%
WAM
1313
Weatherly Asset Management
California
$261K – – –
HWM
1314
Hemington Wealth Management
Virginia
$260K +$3.67K +37 +1%
CA
1315
Continuum Advisory
Idaho
$260K +$4.06K +41 +2%
FFA
1316
First Foundation Advisors
California
$259K +$5.85K +59 +2%
BCP
1317
Berkeley Capital Partners
Georgia
$258K -$40.5K -409 -13%
GCC
1318
Game Creek Capital
Massachusetts
$255K -$124K -1,250 -32%
PIA
1319
Powell Investment Advisors
Florida
$255K +$1.78K +18 +0.7%
WCM
1320
Wedge Capital Management
North Carolina
$253K -$13.4K -135 -5%
SAM
1321
Sompo Asset Management
Japan
$253K – – –
AA
1322
Argent Advisors
Louisiana
$251K -$13.9K -140 -5%
RMAM
1323
Raab & Moskowitz Asset Management
New Jersey
$251K – – –
KFGK
1324
Keystone Financial Group (Kentucky)
Kentucky
$251K +$2.97K +30 +1%
AWA
1325
Aaron Wealth Advisors
Illinois
$250K +$14.2K +143 +6%
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