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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1751
American Trust
Kentucky
$268K +$233K +1,900 New
PFM
1752
Patton Fund Management
Texas
$267K +$233K +1,898 New
GAM
1753
Gemmer Asset Management
California
$267K +$1.1K +9 +0.5%
WMA
1754
Wealth Management Associates
New Jersey
$267K +$123 +1 +0.1%
SSC
1755
Syverson Strege & Co
Iowa
$266K +$232K +1,889 New
PHAM
1756
Palisades Hudson Asset Management
Florida
$265K – – –
CC
1757
Chicago Capital
Illinois
$264K – – –
GLLW
1758
Graves Light Lenhart Wealth
Virginia
$264K – – –
CAM
1759
Cozad Asset Management
Illinois
$264K +$14.4K +117 +7%
BHIA
1760
Birch Hill Investment Advisors
Massachusetts
$264K -$12.3K -100 -5%
ACA
1761
Atlas Capital Advisors
Wyoming
$264K – – –
LWM
1762
LJI Wealth Management
Indiana
$264K – – –
LAM
1763
Lifestyle Asset Management
Texas
$263K +$16.1K +131 +8%
OPCM
1764
Osborne Partners Capital Management
California
$262K -$15.7K -128 -6%
LC
1765
Lavaca Capital
Texas
$262K +$1.47K +12 +0.6%
ACC
1766
Acorn Creek Capital
Colorado
$262K +$10.7K +87 +5%
GIM
1767
Gold Investment Management
Alberta, Canada
$262K – – –
TWP
1768
Tyche Wealth Partners
Texas
$262K +$11.2K +91 +5%
QFW
1769
QTR Family Wealth
Florida
$262K +$228K +1,859 New
JC
1770
JB Capital
Connecticut
$261K +$8.35K +68 +4%
CWS
1771
Cypress Wealth Services
California
$261K +$228K +1,853 New
RAM
1772
Riggs Asset Management
Pennsylvania
$260K +$5.4K +44 +2%
AIM
1773
Athena Investment Management
California
$260K – – –
LAM
1774
Lewis Asset Management
California
$259K +$11.9K +97 +6%
TBWA
1775
Three Bridge Wealth Advisors
California
$257K +$224K +1,827 New
69 70
71
72 73