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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RA
1626
Ransom Advisory
Rhode Island
$166K – – –
VNA
1627
Valley National Advisers
Pennsylvania
$164K -$69.2K -687 -30%
TIM
1628
Thompson Investment Management
Wisconsin
$159K +$201 +2 +0.1%
JEST
1629
JTC Employer Solutions Trustee
Jersey
$156K – – –
PSB
1630
Piscataqua Savings Bank
New Hampshire
$156K +$15.7K +156 +12%
GG
1631
Gleason Group
Kentucky
$154K +$1.31K +13 +0.9%
JIP
1632
Jaffetilchin Investment Partners
Florida
$149K +$144K +1,433 New
CM
1633
Capula Management
Cayman Islands
$148K -$222K -2,201 -61%
APW
1634
Austin Private Wealth
Texas
$148K +$143K +1,419 New
CFM
1635
Catalyst Funds Management
Australia
$146K -$181K -1,800 -56%
HBW
1636
Hazlett, Burt & Watson
West Virginia
$145K +$403 +4 +0.3%
SCM
1637
Silvant Capital Management
Georgia
$141K – – –
JFGIW
1638
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$141K +$59.6K +592 +78%
ITIM
1639
Indiana Trust & Investment Management
Indiana
$140K – – –
PS
1640
Planned Solutions
California
$135K +$130K +1,295 New
GFPC
1641
Global Financial Private Client
Florida
$133K -$1.47M -14,566 -92%
RWM
1642
Reston Wealth Management
Virginia
$133K +$129K +1,277 New
ABWM
1643
Alpine Bank Wealth Management
Colorado
$131K +$127K +1,260 New
GWSG
1644
GPS Wealth Strategies Group
Colorado
$131K – – –
RMC
1645
Resources Management Corp
Connecticut
$127K – – –
WPA
1646
West Paces Advisors
Georgia
$126K – – –
TIM
1647
Tortoise Investment Management
New York
$125K +$43.2K +429 +56%
CWM
1648
Compass Wealth Management
Connecticut
$123K – – –
FFC
1649
First Financial Corp
Indiana
$123K – – –
KC
1650
Knuff & Co
California
$122K -$10.1K -100 -8%
64 65
66
67 68