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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1301
Stratos Wealth Advisors
Ohio
$274K -$316K -3,274 -51%
WB
1302
West Bancorporation
Iowa
$274K -$7.53K -78 -2%
DCM
1303
DGS Capital Management
New Jersey
$274K -$2.22K -23 -0.7%
FPS
1304
Fieldpoint Private Securities
Connecticut
$274K +$36.3K +376 +14%
NFSG
1305
Newbridge Financial Services Group
Florida
$272K +$26.3K +273 +10%
FIM
1306
Freedom Investment Management
Connecticut
$271K -$187K -1,938 -38%
RTS
1307
Round Table Services
New Jersey
$271K -$21.2K -220 -7%
PFPT
1308
Pinnacle Financial Partners (Tennessee)
Tennessee
$270K -$115K -1,194 -28%
JCM
1309
Janney Capital Management
Pennsylvania
$270K +$6.37K +66 +2%
I
1310
IMPACTfolio
Colorado
$270K +$298K +3,093 New
PAM
1311
Private Asset Management
California
$269K – – –
SOW
1312
State of Wyoming
Wyoming
$268K -$12.1K -125 -4%
FOA
1313
Five Oceans Advisors
California
$268K +$5.98K +62 +2%
CIA
1314
Choate Investment Advisors
Massachusetts
$266K -$17.4K -180 -6%
GPA
1315
Guerra Pan Advisors
New Jersey
$266K – – –
OCM
1316
Objective Capital Management
Ohio
$266K – – –
WWMSC
1317
Wagner Wealth Management (South Carolina)
South Carolina
$266K +$20.3K +210 +7%
ORC
1318
O'Rourke & Company
Massachusetts
$265K +$868 +9 +0.3%
SWM
1319
Segment Wealth Management
Texas
$265K +$3.96K +41 +1%
WP
1320
WealthSource Partners
California
$265K +$16.3K +169 +6%
AA
1321
Addison Advisors
Vermont
$265K +$121K +1,258 +71%
SFP
1322
Shepherd Financial Partners
Massachusetts
$265K +$292K +3,023 New
HFS
1323
Howard Financial Services
Texas
$264K +$292K +3,025 New
CAM
1324
Cozad Asset Management
Illinois
$263K +$28.9K +300 +11%
GSC
1325
Ground Swell Capital
South Carolina
$263K +$290K +3,010 New
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