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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SC
1476
Sepio Capital
Utah
$262K +$2.12K +21 +0.8%
SWM
1477
Segment Wealth Management
Texas
$261K – – –
CLA
1478
Carnegie Lake Advisors
New Jersey
$261K +$252K +2,500 New
FSA
1479
Financial Security Advisor
Virginia
$261K +$3.63K +36 +1%
BMO
1480
Beck Mack & Oliver
New York
$261K – – –
KFS
1481
Kaizen Financial Strategies
California
$260K +$2.32K +23 +0.9%
BWA
1482
Bordeaux Wealth Advisors
California
$260K +$251K +2,497 New
AFC
1483
AFT Forsyth & Company
Florida
$259K – – –
MCWA
1484
Meadow Creek Wealth Advisors
Georgia
$259K +$34.8K +346 +16%
NC
1485
NBW Capital
Massachusetts
$257K +$4.73K +47 +2%
AG
1486
Ascent Group
Virginia
$257K +$16.2K +161 +7%
FBT
1487
First Bank & Trust
South Dakota
$257K +$248K +2,464 New
UF
1488
Univest Financial
Pennsylvania
$257K +$248K +2,463 New
PCG
1489
Prosperity Consulting Group
Maryland
$256K +$247K +2,455 New
AA
1490
Advisory Alpha
Michigan
$255K -$1.71K -17 -0.7%
IGAM
1491
iA Global Asset Management
Quebec, Canada
$255K +$8.06K +80 +3%
CP
1492
Castleview Partners
Texas
$254K +$11K +109 +5%
PRI
1493
Prepared Retirement Institute
Pennsylvania
$254K – – –
BTW
1494
Boston Trust Walden
Massachusetts
$253K – – –
KA
1495
Klingman & Associates
New York
$252K +$7.15K +71 +3%
SWA
1496
Sax Wealth Advisors
New Jersey
$252K +$6.95K +69 +3%
BTWM
1497
Baker Tilly Wealth Management
Wisconsin
$252K -$177K -1,756 -42%
PL
1498
Plancorp LLC
Missouri
$252K +$3.52K +35 +1%
BSB
1499
Bangor Savings Bank
Maine
$251K – – –
IC
1500
Iconiq Capital
California
$251K +$242K +2,406 New
58 59
60
61 62