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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
1451
Versor Investments
New York
$271K -$355K -3,522 -58%
IIM
1452
InTrack Investment Management
Vermont
$271K -$3.32K -33 -1%
NW
1453
Naviter Wealth
Arkansas
$271K +$262K +2,600 New
HFS
1454
Howard Financial Services
Texas
$271K +$906 +9 +0.3%
CFO
1455
CVA Family Office
Colorado
$270K -$6.95K -69 -3%
FFA
1456
Fi3 Financial Advisors
Indiana
$270K +$261K +2,590 New
RWA
1457
River Wealth Advisors
Pennsylvania
$270K +$11.5K +114 +5%
AI
1458
Accredited Investors
Minnesota
$270K +$604 +6 +0.2%
SSB
1459
Sandy Spring Bank
Maryland
$269K -$8.66K -86 -3%
AFA
1460
AA Financial Advisors
Ohio
$269K – – –
BBA
1461
BLB&B Advisors
Pennsylvania
$268K -$19.3K -192 -7%
EFSCE
1462
Enterprise Financial Services Corp (EFSC)
Missouri
$268K -$22.7K -225 -8%
SAM
1463
Strategy Asset Managers
California
$268K -$1.22M -12,131 -83%
IEFM
1464
IQ EQ Fund Management
Ireland
$266K -$8.26K -82 -3%
BOM
1465
Bank of Marin
California
$266K – – –
AMBIA
1466
Allen Mooney & Barnes Investment Advisors
Georgia
$266K +$10.5K +104 +4%
TNA
1467
True North Advisors
Texas
$265K – – –
PVI
1468
Pine Valley Investments
New Jersey
$264K +$5.54K +55 +2%
SF
1469
Safeguard Financial
Wisconsin
$264K +$21.7K +215 +9%
S
1470
Sachetta
Massachusetts
$264K +$4.73K +47 +2%
FZCM
1471
Flynn Zito Capital Management
New York
$263K – – –
IPW
1472
Intergy Private Wealth
Colorado
$263K +$20.4K +203 +9%
DAM
1473
Doheny Asset Management
California
$263K – – –
BFA
1474
Bragg Financial Advisors
North Carolina
$263K – – –
IWA
1475
IVC Wealth Advisors
Pennsylvania
$263K +$3.83K +38 +2%
57 58
59
60 61