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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
1526
180 Wealth Advisors
Washington
$206K +$193K +2,191 New
ET
1527
Equitable Trust
Tennessee
$206K +$193K +2,191 New
PRI
1528
Prepared Retirement Institute
Pennsylvania
$206K – – –
WG
1529
Welch Group
Alabama
$205K -$29.9K -340 -13%
CCFM
1530
Clear Creek Financial Management
Washington
$205K +$192K +2,176 New
CCG
1531
Coastwise Capital Group
California
$205K -$16.6K -189 -8%
LAM
1532
Lifestyle Asset Management
Texas
$205K -$20.9K -237 -10%
BHIA
1533
Birch Hill Investment Advisors
Massachusetts
$204K -$8.81K -100 -4%
FIC
1534
FCG Investment Company
Tennessee
$204K +$190K +2,163 New
BSSFA
1535
Baron Silver Stevens Financial Advisors
Florida
$203K +$190K +2,159 New
BMCM
1536
Bryn Mawr Capital Management
Pennsylvania
$202K +$189K +2,148 New
SAM
1537
SignalPoint Asset Management
Missouri
$202K – – –
ONST
1538
Old North State Trust
North Carolina
$200K +$187K +2,124 New
M
1539
MOTCO
Texas
$199K -$616 -7 -0.3%
BWAM
1540
Boyd Watterson Asset Management
Ohio
$198K +$88 +1 +0%
MIM
1541
Macroview Investment Management
Maryland
$196K +$1.06K +12 +0.6%
CAL
1542
Capital Advisors Ltd
Ohio
$194K +$15.2K +173 +9%
PIA
1543
Perennial Investment Advisors
California
$194K +$181K +2,056 New
GIA
1544
GHP Investment Advisors
Colorado
$188K – – –
UCB
1545
United Community Bank
South Carolina
$188K +$1.41K +16 +0.8%
ACA
1546
Atlas Capital Advisors
Wyoming
$180K +$8.81K +100 +6%
MRCM
1547
M&R Capital Management
New Jersey
$178K -$11.7K -133 -7%
BSC
1548
Brown Shipley & Co
United Kingdom
$176K +$264 +3 +0.2%
GIM
1549
Gold Investment Management
Alberta, Canada
$175K +$1.15K +13 +0.7%
OIAM
1550
OFI Invest Asset Management
France
$174K -$26.8M -304,019 -99%
60 61
62
63 64