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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CNBTD
1551
Citizens National Bank Trust Department
Mississippi
$100K +$101K +1,014 New
FNBOSM
1552
First National Bank of South Miami
Florida
$98K – – –
GWS
1553
Glassman Wealth Services
Virginia
$98K +$19.3K +194 +24%
FFG
1554
Ford Financial Group
California
$98K +$99.6K +1,000 New
BWL
1555
Bogart Wealth LLC
Virginia
$96K – – –
WR
1556
WD Rutherford
Oregon
$96K – – –
TFO
1557
Tarbox Family Office
California
$94K +$2.99K +30 +3%
CWM
1558
Cedar Wealth Management
California
$91K – – –
BLC
1559
Brown, Lisle/Cummings
Rhode Island
$90.8K +$92.1K +925 New
CMA
1560
Cedar Mountain Advisors
Oregon
$87K +$398 +4 +0.5%
SWA
1561
Sutton Wealth Advisors
Florida
$86.5K +$1.2K +12 +1%
SCA
1562
Stonebridge Capital Advisors
Minnesota
$85K +$3.29K +33 +4%
LAS
1563
Lloyd Advisory Services
Georgia
$83K +$31.5K +316 +60%
TFP
1564
Tilia Fiduciary Partners
North Carolina
$83K +$83.8K +841 New
TFGT
1565
TS Financial Group (TSFG)
Illinois
$82K – – –
EPM
1566
Equitec Proprietary Markets
Illinois
$81K +$82.3K +826 New
CBT
1567
CoreFirst Bank & Trust
Kansas
$80K – – –
BDWM
1568
Brewin Dolphin Wealth Management
Ireland
$79K – – –
CC
1569
Corsicana & Co
Texas
$79K – – –
PCC
1570
Park Circle Company
Maryland
$79K – – –
RA
1571
Rise Advisors
New York
$78.1K +$79.3K +796 New
GAM
1572
Gemmer Asset Management
California
$77K – – –
SA
1573
SRH Advisors
Kansas
$75K +$398 +4 +0.5%
TWA
1574
TCI Wealth Advisors
Arizona
$74K – – –
AIM
1575
AHL Investment Management
Florida
$74K +$74.7K +750 New
61 62
63
64 65