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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1376
Manchester Capital Management
Vermont
$191K +$187K +2,289 +1,050%
HCM
1377
Highlander Capital Management
New Jersey
$190K – – –
BSB
1378
Bangor Savings Bank
Maine
$189K +$204K +2,487 New
HFM
1379
Harvest Fund Management
China
$184K -$111K -1,351 -36%
HI
1380
Harbour Investments
Wisconsin
$182K +$196K +2,389 New
OA
1381
Operose Advisors
Wisconsin
$179K – – –
PWMG
1382
Prestige Wealth Management Group
New Jersey
$175K +$17K +208 +10%
EI
1383
Ellevest Inc
New York
$174K -$334K -4,081 -64%
SDIC
1384
South Dakota Investment Council
South Dakota
$167K +$180K +2,200 New
WWM
1385
Wolff Wiese Magana
California
$164K +$60.2K +735 +52%
FNBOSM
1386
First National Bank of South Miami
Florida
$161K +$92K +1,123 +112%
WTA
1387
Washington Trust Advisors
Massachusetts
$158K -$44.9K -548 -21%
CQS
1388
Credential Qtrade Securities
$157K -$35.9K -438 -17%
KFI
1389
Key Financial Inc
Pennsylvania
$157K – – –
CLOS
1390
Compagnie Lombard Odier SCmA
Switzerland
$156K – – –
SSB
1391
Sandy Spring Bank
Maryland
$154K +$15.3K +187 +10%
IFA
1392
Interactive Financial Advisors
Illinois
$152K – – –
IAS
1393
IMA Advisory Services
Colorado
$150K -$13.4K -163 -8%
MW
1394
Milestone Wealth
New York
$149K +$119K +1,448 +280%
EWM
1395
Endurance Wealth Management
Rhode Island
$146K – – –
BWM
1396
BerganKDV Wealth Management
Minnesota
$145K -$658K -8,028 -81%
BWM
1397
Baystate Wealth Management
Massachusetts
$142K +$1.39K +17 +0.9%
C
1398
Covestor
United Kingdom
$141K +$101K +1,231 +197%
FPS
1399
Fieldpoint Private Securities
Connecticut
$140K -$106K -1,296 -41%
BBPWM
1400
Blue Bell Private Wealth Management
Pennsylvania
$139K -$4.09K -50 -3%
54 55
56
57 58