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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1476
Northwest Bancshares
Pennsylvania
$207K – – –
CW
1477
CreativeOne Wealth
Kansas
$206K -$41.3K -415 -17%
PWMG
1478
Prestige Wealth Management Group
New Jersey
$205K – – –
AFC
1479
AFT Forsyth & Company
Florida
$205K +$208K +2,085 New
NDSI
1480
Newman Dignan & Sheerar Inc
Rhode Island
$205K +$208K +2,085 New
MYIA
1481
Mount Yale Investment Advisors
Colorado
$204K -$319K -3,202 -61%
SAM
1482
SignalPoint Asset Management
Missouri
$204K – – –
VNA
1483
Valley National Advisers
Pennsylvania
$204K +$797 +8 +0.4%
NIM
1484
NuWave Investment Management
New Jersey
$203K -$309K -3,101 -60%
CLOS
1485
Compagnie Lombard Odier SCmA
Switzerland
$203K -$39.8K -400 -16%
DBIA
1486
Dumont & Blake Investment Advisors
New Jersey
$203K -$4.98K -50 -2%
CAM
1487
CenterStar Asset Management
Illinois
$203K – – –
TA
1488
TrueWealth Advisors
Alabama
$203K +$206K +2,070 New
PTC
1489
Petrus Trust Company
Texas
$202K +$205K +2,054 New
CF
1490
Clarity Financial
Texas
$202K +$205K +2,058 New
GP
1491
Girard Partners
Pennsylvania
$202K +$205K +2,058 New
MFG
1492
Menard Financial Group
Texas
$201K -$49K -492 -19%
PAM
1493
Premier Asset Management
Illinois
$201K -$20.8K -209 -2%
BFA
1494
Beaumont Financial Advisors
Massachusetts
$201K – – –
MAG
1495
Mayfair Advisory Group
Alabama
$201K +$197K +1,980 New
AWM
1496
Aprio Wealth Management
Georgia
$201K +$204K +2,052 New
CAM
1497
Covenant Asset Management
New Jersey
$200K +$203K +2,035 New
IFA
1498
Interactive Financial Advisors
Illinois
$196K – – –
ONST
1499
Old North State Trust
North Carolina
$193K – – –
BAM
1500
Barrett Asset Management
New York
$191K +$70.6K +709 +57%
58 59
60
61 62