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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BMO
1426
Beck Mack & Oliver
New York
$233K – – –
AGM
1427
Alpine Global Management
New York
$233K +$200K +2,499 New
ICP
1428
Interchange Capital Partners
Pennsylvania
$233K -$41.1K -514 -17%
AMBIA
1429
Allen Mooney & Barnes Investment Advisors
Georgia
$232K +$400 +5 +0.2%
IGAM
1430
iA Global Asset Management
Quebec, Canada
$232K -$4.76M -59,490 -96%
VNA
1431
Valley National Advisers
Pennsylvania
$232K -$64.6K -807 -24%
AFC
1432
AFT Forsyth & Company
Florida
$232K +$199K +2,485 New
NEWAS
1433
N.E.W. Advisory Services
Wisconsin
$231K +$240 +3 +0.1%
RWA
1434
River Wealth Advisors
Pennsylvania
$230K +$197K +2,466 New
HFS
1435
Howard Financial Services
Texas
$229K +$197K +2,461 New
BAM
1436
Blueshift Asset Management
New Jersey
$229K -$444K -5,545 -69%
BAAM
1437
Baker Avenue Asset Management
California
$229K -$1.92K -24 -1%
JFGIW
1438
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$229K +$106K +1,320 +117%
MAG
1439
Mayfair Advisory Group
Alabama
$228K +$194K +2,430 New
AIA
1440
Angeles Investment Advisors
California
$228K +$196K +2,446 New
KFS
1441
Kaizen Financial Strategies
California
$227K -$151K -1,887 -44%
HCM
1442
Hall Capital Management
Rhode Island
$226K +$194K +2,426 New
PK
1443
Pflug Koory
Nebraska
$226K – – –
TWM
1444
Thrive Wealth Management
Pennsylvania
$226K -$3.76K -47 -2%
BTW
1445
Boston Trust Walden
Massachusetts
$226K +$194K +2,423 New
IBOK
1446
Independence Bank of Kentucky
Kentucky
$225K -$7.2K -90 -4%
FPAS
1447
Focus Partners Advisor Solutions
Missouri
$225K +$193K +2,412 New
TCMP
1448
Thrive Capital Management (Pennsylvania)
Pennsylvania
$225K +$193K +2,410 New
BSB
1449
Bangor Savings Bank
Maine
$225K – – –
LAM
1450
Lifestyle Asset Management
Texas
$225K -$12.9K -161 -6%
56 57
58
59 60