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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
1476
Kingsman Wealth Management
Florida
$365K +$403K +3,131 New
KFI
1477
Key Financial Inc
Pennsylvania
$365K +$258 +2 +0.1%
HFS
1478
Howard Financial Services
Texas
$365K -$10.2K -79 -2%
LMKC
1479
L.M. Kohn & Company
Ohio
$364K -$10.4K -81 -3%
WA
1480
Waddell & Associates
Tennessee
$364K +$644 +5 +0.2%
OAM
1481
Ostrum Asset Management
France
$364K -$10.7K -83 -3%
SFC
1482
Strategic Financial Concepts
Texas
$363K -$193K -1,498 -32%
BFC
1483
Bedel Financial Consulting
Indiana
$362K +$129 +1 +0%
SSG
1484
Summit Securities Group
New York
$362K +$206K +1,600 +107%
LMIM
1485
Lockheed Martin Investment Management
Maryland
$362K +$399K +3,100 New
ABC
1486
Associated Banc-Corp
Wisconsin
$361K +$30.7K +238 +8%
CC
1487
Callan Capital
California
$361K +$115K +894 +41%
PA
1488
PFG Advisors
Arizona
$360K +$75K +582 +23%
OWA
1489
One Wealth Advisors
California
$360K +$3.87K +30 +1%
HGA
1490
Hobbs Group Advisors
South Carolina
$359K +$773 +6 +0.2%
KA
1491
Klingman & Associates
New York
$359K +$20.9K +162 +6%
DSC
1492
Duncker Streett & Co
Missouri
$358K – – –
FC
1493
Fulcrum Capital
Washington
$358K +$18.7K +145 +5%
KCM
1494
Kathmere Capital Management
Pennsylvania
$358K +$36.3K +282 +10%
SWA
1495
Sax Wealth Advisors
New Jersey
$357K +$48.7K +378 +14%
SAG
1496
SageView Advisory Group
California
$357K -$499K -3,875 -56%
ORC
1497
O'Rourke & Company
Massachusetts
$356K +$1.42K +11 +0.4%
WPC
1498
Waters Parkerson & Co
Louisiana
$356K +$393K +3,050 New
OL
1499
Optas LLC
Texas
$356K -$258 -2 -0.1%
FOA
1500
Five Oceans Advisors
California
$356K +$3.61K +28 +0.9%
58 59
60
61 62