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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1401
Palacios Wealth Management
Florida
$1M -$1.78K -9 -0.2%
BSTWA
1402
Blake Schutter Theil Wealth Advisors
Ohio
$1,000K – – –
CA
1403
Continuum Advisory
Idaho
$999K +$54.7K +276 +6%
GFWA
1404
Grey Fox Wealth Advisors
Delaware
$998K +$946K +4,775 New
FHA
1405
Flagship Harbor Advisors
Massachusetts
$997K -$690K -3,485 -42%
CVM
1406
Cheviot Value Management
California
$993K +$39.6K +200 +4%
NSIM
1407
North Star Investment Management
Illinois
$992K -$198 -1 -0%
DE
1408
Diversified Enterprises
Delaware
$989K +$23.4K +118 +3%
GIM
1409
Goelzer Investment Management
Indiana
$989K -$36.8K -186 -4%
OIM
1410
Orca Investment Management
Oregon
$987K +$396 +2 +0%
WFI
1411
West Family Investments
California
$983K +$360K +1,816 +63%
PCM
1412
Pinnbrook Capital Management
New York
$982K +$931K +4,700 New
DIP
1413
DT Investment Partners
Pennsylvania
$977K – – –
GLA
1414
Great Lakes Advisors
Illinois
$976K +$198K +998 +27%
ST
1415
Smithfield Trust
Pennsylvania
$976K – – –
AWA
1416
Alta Wealth Advisors
Massachusetts
$972K -$25.3K -128 -3%
TBT
1417
Texas Bank & Trust
Texas
$972K -$8.91K -45 -1%
ACG
1418
Allen Capital Group
Nebraska
$972K +$20.4K +103 +2%
MPWS
1419
McCarter Private Wealth Services
Massachusetts
$971K +$7.72K +39 +0.8%
CHAM
1420
Clear Harbor Asset Management
Connecticut
$969K – – –
3IP
1421
3Chopt Investment Partners
Virginia
$968K +$917K +4,633 New
CUAMC
1422
China Universal Asset Management Company
China
$968K +$248K +1,250 +37%
HFS
1423
Howard Financial Services
Texas
$967K +$56.2K +284 +7%
PIA
1424
Powell Investment Advisors
Florida
$967K +$4.55K +23 +0.5%
AGWCA
1425
Annis Gardner Whiting Capital Advisors
Florida
$967K +$28.9K +146 +3%
55 56
57
58 59