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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WBG
1651
Wharton Business Group
Pennsylvania
$486K -$50.2K -290 -9%
ORC
1652
O'Rourke & Company
Massachusetts
$485K +$866 +5 +0.2%
FOA
1653
Five Oceans Advisors
California
$485K -$173 -1 -0%
AA
1654
Auxano Advisors
Washington
$484K -$32.5K -188 -6%
EPW
1655
Endeavor Private Wealth
Kansas
$483K +$81.7K +472 +19%
PWM
1656
Partners Wealth Management
California
$482K -$14.2K -82 -3%
FAFN
1657
First Affirmative Financial Network
Colorado
$481K +$507K +2,926 New
OC
1658
Oakworth Capital
Alabama
$481K – – –
ASBI
1659
American State Bank (Iowa)
Iowa
$481K -$1.9K -11 -0.4%
CIC
1660
Crawford Investment Counsel
Georgia
$481K -$20.3K -117 -4%
PPC
1661
Park Place Capital
Alabama
$480K +$209K +1,205 +70%
NWA
1662
Navis Wealth Advisors
New York
$480K -$18.7K -108 -4%
FC
1663
Fulcrum Capital
Washington
$476K -$30K -173 -6%
5NPW
1664
55 North Private Wealth
Florida
$475K +$7.96K +46 +2%
WFI
1665
West Family Investments
California
$475K -$476K -2,752 -49%
SAA
1666
Southeast Asset Advisors
Georgia
$475K +$500K +2,886 New
CNB
1667
Camden National Bank
Maine
$475K +$58.3K +337 +13%
WRPWM
1668
Werba Rubin Papier Wealth Management
California
$470K +$53.8K +311 +12%
RWA
1669
River Wealth Advisors
Pennsylvania
$468K +$1.39K +8 +0.3%
QFW
1670
QTR Family Wealth
Florida
$468K +$12.6K +73 +3%
BT
1671
Banque Transatlantique
France
$468K +$250K +1,442 +103%
CPA
1672
Capital Performance Advisors
California
$467K +$32.7K +189 +7%
CWA
1673
CM Wealth Advisors
Ohio
$466K +$79.6K +460 +19%
JIP
1674
Jaffetilchin Investment Partners
Florida
$466K +$202K +1,166 +70%
PAG
1675
Private Advisory Group
Washington
$466K +$122K +705 +33%
65 66
67
68 69