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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1526
BKM Wealth Management
Wisconsin
$208K +$11.2K +127 +6%
DMBA
1527
Deseret Mutual Benefit Administrators
Utah
$207K +$15.4K +175 +9%
GIM
1528
Groesbeck Investment Management
New Jersey
$207K – – –
CWM
1529
Centurion Wealth Management
Virginia
$207K +$193K +2,194 New
1WA
1530
180 Wealth Advisors
Washington
$206K +$193K +2,191 New
ET
1531
Equitable Trust
Tennessee
$206K +$193K +2,191 New
PRI
1532
Prepared Retirement Institute
Pennsylvania
$206K – – –
WG
1533
Welch Group
Alabama
$205K -$29.9K -340 -13%
CCFM
1534
Clear Creek Financial Management
Washington
$205K +$192K +2,176 New
CCG
1535
Coastwise Capital Group
California
$205K -$16.6K -189 -8%
LAM
1536
Lifestyle Asset Management
Texas
$205K -$20.9K -237 -10%
BHIA
1537
Birch Hill Investment Advisors
Massachusetts
$204K -$8.81K -100 -4%
FIC
1538
FCG Investment Company
Tennessee
$204K +$190K +2,163 New
BSSFA
1539
Baron Silver Stevens Financial Advisors
Florida
$203K +$190K +2,159 New
BMCM
1540
Bryn Mawr Capital Management
Pennsylvania
$202K +$189K +2,148 New
SAM
1541
SignalPoint Asset Management
Missouri
$202K – – –
ONST
1542
Old North State Trust
North Carolina
$200K +$187K +2,124 New
M
1543
MOTCO
Texas
$199K -$616 -7 -0.3%
BWAM
1544
Boyd Watterson Asset Management
Ohio
$198K +$88 +1 +0%
MIM
1545
Macroview Investment Management
Maryland
$196K +$1.06K +12 +0.6%
CAL
1546
Capital Advisors Ltd
Ohio
$194K +$15.2K +173 +9%
PIA
1547
Perennial Investment Advisors
California
$194K +$181K +2,056 New
GIA
1548
GHP Investment Advisors
Colorado
$188K – – –
UCB
1549
United Community Bank
South Carolina
$188K +$1.41K +16 +0.8%
ACA
1550
Atlas Capital Advisors
Wyoming
$180K +$8.81K +100 +6%
60 61
62
63 64