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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1451
Mission Wealth Management
California
$202K +$1.45K +15 +0.7%
AIMC
1452
Alley Investment Management Company
Illinois
$202K +$223K +2,314 New
CIC
1453
Cornercap Investment Counsel
Georgia
$200K -$14.1K -146 -6%
FZCM
1454
Flynn Zito Capital Management
New York
$200K – – –
IWP
1455
Icon Wealth Partners
Texas
$200K +$3.67K +38 +2%
ACA
1456
Atlas Capital Advisors
Wyoming
$199K -$38.6K -400 -15%
BAM
1457
Barrett Asset Management
New York
$199K +$33.1K +343 +18%
IAS
1458
IMA Advisory Services
Colorado
$186K – – –
BEI
1459
Benjamin Edwards Inc
Missouri
$185K -$289 -3 -0.1%
PWMG
1460
Prestige Wealth Management Group
New Jersey
$183K -$386 -4 -0.2%
CLOS
1461
Compagnie Lombard Odier SCmA
Switzerland
$181K – – –
KFI
1462
Key Financial Inc
Pennsylvania
$178K +$44K +456 +29%
ANBT
1463
American National Bank & Trust
Texas
$176K +$16.7K +173 +9%
PHK
1464
Point72 Hong Kong
Hong Kong
$176K +$194K +2,011 New
IFA
1465
Interactive Financial Advisors
Illinois
$175K – – –
SAS
1466
Stelac Advisory Services
New York
$168K -$356K -3,690 -66%
EWM
1467
Endurance Wealth Management
Rhode Island
$167K – – –
EMG
1468
ETF Managers Group
New Jersey
$166K +$178K +1,841 New
BBPWM
1469
Blue Bell Private Wealth Management
Pennsylvania
$165K – – –
VNA
1470
Valley National Advisers
Pennsylvania
$162K -$22.5K -233 -11%
BWM
1471
Baystate Wealth Management
Massachusetts
$162K +$1.16K +12 +0.7%
SSB
1472
Sandy Spring Bank
Maryland
$161K -$5.88K -61 -3%
BS
1473
Bessemer Securities
New York
$157K +$174K +1,799 New
KA
1474
Kozak & Associates
Colorado
$156K – – –
PAM
1475
Premier Asset Management
Illinois
$152K – – –
57 58
59
60 61