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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WTC
1351
WhitTier Trust Company
Nevada
$210K -$34.6K -423 -13%
AL
1352
Aspiriant LLC
California
$209K -$8.11K -99 -3%
AFS
1353
Annapolis Financial Services
Maryland
$209K – – –
PS
1354
Planned Solutions
California
$208K -$2.05K -25 -0.9%
BP
1355
Broadleaf Partners
Ohio
$207K – – –
HWMG
1356
Hurlow Wealth Management Group
Indiana
$207K – – –
FPWM
1357
FSB Premier Wealth Management
Iowa
$206K -$737 -9 -0.3%
CFN
1358
Cordasco Financial Network
Florida
$206K – – –
NB
1359
Northwest Bancshares
Pennsylvania
$206K – – –
RC
1360
Reik & Co
New York
$206K – – –
PIA
1361
Powell Investment Advisors
Florida
$206K +$1.97K +24 +0.9%
NWA
1362
Navis Wealth Advisors
New York
$205K – – –
CPIG
1363
Chicago Partners Investment Group
Illinois
$205K +$199K +2,435 New
WCM
1364
Wedge Capital Management
North Carolina
$204K -$5.16K -63 -2%
AA
1365
Argent Advisors
Louisiana
$204K – – –
WAM
1366
Weatherly Asset Management
California
$204K – – –
CT
1367
Chicago Trust
Illinois
$204K +$25.4K +310 +13%
CPC
1368
Cookson Peirce & Co
Pennsylvania
$203K -$56.1M -684,959 -100%
UF
1369
Univest Financial
Pennsylvania
$203K -$11.8K -144 -5%
WWM
1370
Windsor Wealth Management
Indiana
$202K -$806K -9,834 -79%
AAMC
1371
Asset Allocation & Management Company
Illinois
$202K – – –
MTIC
1372
Missouri Trust & Investment Company
Missouri
$201K – – –
EFSCE
1373
Enterprise Financial Services Corp (EFSC)
Missouri
$201K +$8.76K +107 +4%
NEWAS
1374
N.E.W. Advisory Services
Wisconsin
$201K +$216K +2,641 New
OC
1375
Oakworth Capital
Alabama
$194K -$6.88K -84 -3%
53 54
55
56 57