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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ESB
1326
Essex Savings Bank
Connecticut
$214K +$202K +2,350 New
KS
1327
Karpas Strategies
Connecticut
$213K +$199K +2,320 New
RT
1328
Rockland Trust
Massachusetts
$213K +$200K +2,330 New
EWM
1329
Empirical Wealth Management
Washington
$212K +$199K +2,315 New
BWG
1330
Beta Wealth Group
California
$211K +$197K +2,300 New
CF
1331
Clarity Financial
Texas
$211K +$198K +2,304 New
CW
1332
CreativeOne Wealth
Kansas
$210K +$197K +2,295 New
FCM
1333
Firestone Capital Management
Florida
$209K +$86 +1 +0%
BCA
1334
Bay Colony Advisors
Massachusetts
$209K +$196K +2,284 New
HCM
1335
Hodges Capital Management
Texas
$208K +$195K +2,270 New
CMI
1336
Clare Market Investments
Texas
$207K +$193K +2,254 New
LC
1337
LCNB Corp
Ohio
$206K +$192K +2,244 New
BCA
1338
Berman Capital Advisors
Georgia
$205K – – –
MWM
1339
Mission Wealth Management
California
$205K +$191K +2,233 New
BHIA
1340
Birch Hill Investment Advisors
Massachusetts
$205K +$192K +2,238 New
RC
1341
Roundview Capital
New Jersey
$204K +$191K +2,224 New
CAI
1342
Capital Advisors Inc
Oklahoma
$202K -$110K -1,286 -37%
GIM
1343
Groesbeck Investment Management
New Jersey
$202K +$189K +2,200 New
BFA
1344
Beaumont Financial Advisors
Massachusetts
$201K -$40.7K -475 -18%
FPS
1345
Fieldpoint Private Securities
Connecticut
$201K -$6.6K -77 -4%
CIM
1346
Cambria Investment Management
California
$201K +$188K +2,194 New
EA
1347
Ellsworth Advisors
Ohio
$201K +$188K +2,195 New
SSB
1348
Sandy Spring Bank
Maryland
$199K -$19.7K -230 -10%
PWMG
1349
Prestige Wealth Management Group
New Jersey
$192K – – –
VNA
1350
Valley National Advisers
Pennsylvania
$190K +$11.2K +131 +7%
52 53
54
55 56