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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1351
Humankind Investments
New York
$235K -$12.7K -128 -5%
CWM
1352
Chesapeake Wealth Management
Virginia
$235K -$1.29K -13 -0.5%
EWA
1353
Exencial Wealth Advisors
Oklahoma
$234K -$273K -2,753 -53%
MC
1354
Machina Capital
France
$234K +$238K +2,400 New
EA
1355
Ellsworth Advisors
Ohio
$233K +$19.8K +200 +9%
IAS
1356
IMA Advisory Services
Colorado
$232K -$712K -7,185 -75%
FWM
1357
Focused Wealth Management
New York
$232K – – –
FAFN
1358
First Affirmative Financial Network
Colorado
$230K +$234K +2,361 New
OC
1359
Oakworth Capital
Alabama
$227K – – –
FC
1360
Forte Capital
New York
$227K +$231K +2,336 New
FG
1361
Fiduciary Group
Georgia
$226K -$18.7K -189 -8%
NFG
1362
Next Financial Group
Texas
$225K -$257K -2,594 -53%
BCA
1363
Berman Capital Advisors
Georgia
$224K +$6.44K +65 +3%
CFGS
1364
Concourse Financial Group Securities
Alabama
$223K -$34K -343 -13%
BCA
1365
Bay Colony Advisors
Massachusetts
$222K – – –
IGGA
1366
Iron Gate Global Advisors
Utah
$222K +$227K +2,292 New
HCM
1367
Hodges Capital Management
Texas
$221K – – –
CMI
1368
Clare Market Investments
Texas
$221K +$1.49K +15 +0.7%
CC
1369
Chicago Capital
Illinois
$220K +$224K +2,262 New
BHIA
1370
Birch Hill Investment Advisors
Massachusetts
$218K – – –
LC
1371
LCNB Corp
Ohio
$218K – – –
APW
1372
Austin Private Wealth
Texas
$218K +$222K +2,240 New
RC
1373
Roundview Capital
New Jersey
$217K +$892 +9 +0.4%
SWM
1374
Selective Wealth Management
Virginia
$217K +$191K +1,928 +643%
SICM
1375
Sustainable Insight Capital Management
New York
$216K +$220K +2,216 New
53 54
55
56 57