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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1301
Angeles Wealth Management
California
$363K -$23.3K -245 -6%
MHR
1302
Matthew Hamilton Rosenberg
$362K -$10.4K -109 -3%
RC
1303
Roundview Capital
New Jersey
$362K +$16.8K +176 +5%
SIC
1304
Samalin Investment Counsel
New York
$361K +$26.3K +276 +8%
TC
1305
Trilogy Capital
California
$361K +$53.4K +561 +18%
CWG
1306
Cornerstone Wealth Group
North Carolina
$361K +$6.28K +66 +2%
FCB
1307
First County Bank
Connecticut
$361K -$8.95K -94 -2%
WA
1308
Wealth Alliance
New York
$359K +$1.05K +11 +0.3%
WSFS
1309
Wilmington Savings Fund Society
Delaware
$358K -$2.76K -29 -0.8%
FNB
1310
Farmers National Bank
Kentucky
$357K -$381 -4 -0.1%
VAS
1311
Vestmark Advisory Solutions
Massachusetts
$355K +$8.95K +94 +3%
SL
1312
Sentinus LLC
Illinois
$354K +$22.6K +237 +7%
AWG
1313
Altus Wealth Group
Colorado
$354K -$9.23K -97 -3%
OCM
1314
One Capital Management
California
$354K +$347K +3,644 New
H
1315
HoyleCohen
California
$353K -$41.7K -438 -11%
VFA
1316
Voya Financial Advisors
Connecticut
$353K -$28.8K -303 -8%
FFBTD
1317
First Financial Bank - Trust Division
Ohio
$352K +$571 +6 +0.2%
DIA
1318
Davidson Investment Advisors
Montana
$352K – – –
CM
1319
Capula Management
Cayman Islands
$352K +$193K +2,026 +127%
PWMG
1320
Prestige Wealth Management Group
New Jersey
$351K +$131K +1,371 +61%
WSCM
1321
Wellington Shields Capital Management
New York
$351K – – –
FFG
1322
Frisch Financial Group
New York
$350K +$190 +2 +0.1%
RWB
1323
RMR Wealth Builders
New Jersey
$350K +$2K +21 +0.6%
AA
1324
Alta Advisers
United Kingdom
$350K – – –
AWM
1325
Aprio Wealth Management
Georgia
$349K +$5.62K +59 +2%
51 52
53
54 55