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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WCWM
1376
Willow Creek Wealth Management
California
$226K +$87 +1 +0%
PFPT
1377
Pinnacle Financial Partners (Tennessee)
Tennessee
$225K -$51.5K -593 -18%
FC
1378
Fulcrum Capital
Washington
$225K +$240K +2,759 New
KFI
1379
Key Financial Inc
Pennsylvania
$225K +$260 +3 +0.1%
PFA
1380
Pathway Financial Advisors
Vermont
$224K – – –
BCM
1381
BluePath Capital Management
Georgia
$222K +$236K +2,720 New
BP
1382
Broadleaf Partners
Ohio
$222K – – –
ABC
1383
Associated Banc-Corp
Wisconsin
$221K -$3.21K -37 -1%
GEA
1384
Glen Eagle Advisors
New Jersey
$221K -$20.7K -238 -8%
TNA
1385
True North Advisors
Texas
$221K -$70.6K -813 -23%
RC
1386
Reik & Co
New York
$221K – – –
JE
1387
JMAC Enterprises
Pennsylvania
$221K +$234K +2,700 New
DJSG
1388
D.J. St. Germain
Massachusetts
$220K -$89.6K -1,032 -28%
SGI
1389
Summit Global Investments
Utah
$220K +$11.2K +129 +5%
IAS
1390
Insigneo Advisory Services
Florida
$219K -$892K -10,273 -79%
AA
1391
Argent Advisors
Louisiana
$219K – – –
ALAM
1392
Asahi Life Asset Management
Japan
$216K +$230K +2,650 New
WSCM
1393
Wellington Shields Capital Management
New York
$215K – – –
HWMG
1394
Hurlow Wealth Management Group
Indiana
$215K – – –
SC
1395
Sepio Capital
Utah
$215K – – –
BOPW
1396
Brandywine Oak Private Wealth
Pennsylvania
$215K – – –
RA
1397
Rational Advisors
New York
$214K -$51.9K -598 -19%
NB
1398
Northwest Bancshares
Pennsylvania
$213K +$226K +2,604 New
KIG
1399
Kennedy Investment Group
New Jersey
$212K +$868 +10 +0.4%
CPC
1400
Congress Park Capital
New York
$212K -$4.34K -50 -2%
54 55
56
57 58