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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BOM
1576
Bank of Marin
California
$297K -$644 -5 -0.2%
IWA
1577
IVC Wealth Advisors
Pennsylvania
$296K – – –
M
1578
MOTCO
Texas
$295K +$57.3K +445 +21%
NRS
1579
Neville Rodie & Shaw
New York
$295K – – –
FZCM
1580
Flynn Zito Capital Management
New York
$295K -$387 -3 -0.1%
MAM
1581
McLean Asset Management
Virginia
$294K +$4.51K +35 +1%
DAM
1582
Doheny Asset Management
California
$294K – – –
FFA
1583
Fi3 Financial Advisors
Indiana
$294K +$4.77K +37 +1%
BTWM
1584
Baker Tilly Wealth Management
Wisconsin
$294K -$2.83K -22 -0.9%
FSA
1585
Financial Security Advisor
Virginia
$293K -$515 -4 -0.2%
PFA
1586
Pure Financial Advisors
California
$292K +$65.8K +511 +26%
TWM
1587
Thrive Wealth Management
Pennsylvania
$292K -$34.8K -270 -10%
VI
1588
Versor Investments
New York
$292K -$77.3K -600 -19%
HWM
1589
Horizon Wealth Management
Illinois
$291K +$12.1K +94 +4%
AF
1590
Apexium Financial
Texas
$291K -$9.15K -71 -3%
EFSCE
1591
Enterprise Financial Services Corp (EFSC)
Missouri
$290K -$24.1K -187 -7%
SC
1592
Sepio Capital
Utah
$290K -$3.22K -25 -1%
PWP
1593
Phillips Wealth Planners
Mississippi
$290K -$77.2K -599 -18%
UF
1594
Univest Financial
Pennsylvania
$288K +$258 +2 +0.1%
BFA
1595
Beaumont Financial Advisors
Massachusetts
$288K +$39.4K +306 +14%
BCP
1596
Berkeley Capital Partners
Georgia
$288K -$50.3K -390 -14%
CCFM
1597
Clear Creek Financial Management
Washington
$288K +$40.1K +311 +14%
CP
1598
Castleview Partners
Texas
$288K -$13.5K -105 -4%
VFG
1599
Victory Financial Group
Texas
$286K +$317K +2,458 New
ONST
1600
Old North State Trust
North Carolina
$286K – – –
62 63
64
65 66