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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OC
1526
Opinicus Capital
Florida
$648K -$76.4K -458 -11%
JCIA
1527
Jackson Creek Investment Advisors
Colorado
$648K -$18K -108 -3%
PWMG
1528
Prestige Wealth Management Group
New Jersey
$648K +$33K +198 +6%
CIM
1529
Contravisory Investment Management
Massachusetts
$647K +$592K +3,552 +3,947%
PNC
1530
Park National Corp
Ohio
$646K -$10.7K -64 -2%
BWAM
1531
Blue Water Asset Management
Michigan
$643K +$604K +3,623 New
MCCA
1532
Mill Creek Capital Advisors
Pennsylvania
$641K -$2.33K -14 -0.4%
GLA
1533
Great Lakes Advisors
Illinois
$641K +$13.2K +79 +2%
CPC
1534
Congress Park Capital
New York
$641K +$64.2K +385 +12%
WPW
1535
Waldron Private Wealth
Pennsylvania
$641K +$31.4K +188 +5%
MTIC
1536
Missouri Trust & Investment Company
Missouri
$639K – – –
IIL
1537
Income Insurance Ltd
$637K +$599K +3,589 New
HFS
1538
Howard Financial Services
Texas
$635K +$9.68K +58 +2%
DSC
1539
Duncker Streett & Co
Missouri
$635K +$15.3K +92 +3%
FCH
1540
Freestone Capital Holdings
Washington
$631K -$234K -1,402 -28%
AL
1541
Aspiriant LLC
California
$630K +$67.4K +404 +13%
OL
1542
OneFund LLC
Florida
$629K +$30.7K +184 +5%
NL
1543
NWAM LLC
Washington
$629K +$7.17K +43 +1%
CWM
1544
Circle Wealth Management
New Jersey
$626K +$87.7K +526 +18%
BTD
1545
BankPlus Trust Department
Mississippi
$626K -$118K -705 -17%
FNB
1546
Farmers National Bank
Kentucky
$626K +$8.84K +53 +2%
ESC
1547
Eurizon SLJ Capital
$625K +$587K +3,522 New
IWA
1548
IVC Wealth Advisors
Pennsylvania
$623K +$157K +944 +37%
JAG
1549
Journey Advisory Group
Kentucky
$623K +$8.34K +50 +1%
CA
1550
Calton & Associates
Florida
$623K +$12.7K +76 +2%
60 61
62
63 64