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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1376
Payne Capital Management
New York
$629K -$36.9K -250 -6%
Q
1377
QVR
California
$628K +$583K +3,950 New
3IP
1378
3Chopt Investment Partners
Virginia
$627K -$5.91K -40 -1%
NPA
1379
Nichols & Pratt Advisers
Massachusetts
$627K -$221K -1,500 -28%
AIM
1380
Allen Investment Management
New York
$627K – – –
TW
1381
TritonPoint Wealth
Maryland
$619K +$14K +95 +3%
SMWM
1382
Silvia McColl Wealth Management
California
$617K -$28.1K -190 -5%
PEA
1383
Park Edge Advisors
Ohio
$616K -$39.7K -269 -6%
SCM
1384
SOL Capital Management
Maryland
$616K – – –
BAM
1385
Broyhill Asset Management
North Carolina
$614K -$7.38K -50 -1%
SWM
1386
Segment Wealth Management
Texas
$614K +$7.38K +50 +1%
AO
1387
Advisor OS
Illinois
$613K +$15.4K +104 +3%
CBT
1388
Crews Bank & Trust
Florida
$613K – – –
KSB
1389
Kennebec Savings Bank
Maine
$613K +$122K +826 +27%
JCM
1390
Jacobi Capital Management
Pennsylvania
$610K +$2.36K +16 +0.4%
DJSG
1391
D.J. St. Germain
Massachusetts
$609K +$1.03K +7 +0.2%
BONST
1392
Bank of Nova Scotia Trust
Ontario, Canada
$609K – – –
ICP
1393
Impact Capital Partners
Colorado
$606K -$19.2K -130 -3%
CWM
1394
Centric Wealth Management
Illinois
$605K +$4.43K +30 +0.8%
CTC
1395
Cetera Trust Company
Minnesota
$605K – – –
VA
1396
Valmark Advisers
Ohio
$604K +$10.5K +71 +2%
UFF
1397
USA Financial Formulas
Michigan
$604K +$561K +3,797 New
FFG
1398
Frisch Financial Group
New York
$602K +$3.54K +24 +0.6%
BI
1399
Bolthouse Investments
California
$602K – – –
OFG
1400
Oxford Financial Group
Indiana
$600K +$338K +2,288 +154%
54 55
56
57 58