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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IFU
1501
iSAM Funds (UK)
United Kingdom
$232K +$228K +2,392 New
N
1502
Numerai
California
$232K +$227K +2,389 New
CT
1503
Chicago Trust
Illinois
$232K +$227K +2,388 New
ACG
1504
Allen Capital Group
Nebraska
$231K +$227K +2,381 New
CBT
1505
Central Bank & Trust
Kentucky
$231K -$183K -1,926 -45%
PL
1506
Plancorp LLC
Missouri
$231K +$2.76K +29 +1%
IGAM
1507
iA Global Asset Management
Quebec, Canada
$230K -$19K -200 -8%
GWM
1508
Gitterman Wealth Management
New Jersey
$230K +$225K +2,365 New
SAI
1509
Savvy Advisors Inc
New York
$229K +$224K +2,356 New
KA
1510
Klingman & Associates
New York
$228K +$13.8K +145 +7%
SWA
1511
Sax Wealth Advisors
New Jersey
$228K +$224K +2,350 New
CC
1512
Callan Capital
California
$228K +$224K +2,348 New
AA
1513
Argent Advisors
Louisiana
$227K – – –
UCB
1514
United Community Bank
South Carolina
$227K +$31.6K +332 +17%
CP
1515
Castleview Partners
Texas
$227K -$32.5K -341 -13%
NDSI
1516
Newman Dignan & Sheerar Inc
Rhode Island
$226K – – –
WI
1517
WrapManager Inc
California
$226K -$27.4K -288 -11%
IPW
1518
Intergy Private Wealth
Colorado
$226K +$221K +2,324 New
SF
1519
Safeguard Financial
Wisconsin
$225K +$221K +2,318 New
PWA
1520
Primoris Wealth Advisors
Florida
$224K – – –
FCG
1521
Fielder Capital Group
Tennessee
$224K +$1.62K +17 +0.7%
AG
1522
Ascent Group
Virginia
$224K +$219K +2,304 New
AT
1523
American Trust
Kentucky
$224K -$6.66K -70 -3%
OL
1524
Optas LLC
Texas
$224K +$219K +2,303 New
KF
1525
KKM Financial
Illinois
$224K – – –
59 60
61
62 63