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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
DMIC
2051
Dixon Mitchell Investment Counsel
British Columbia, Canada
$10.8K +$10.6K +86 New
AP
2052
Atwood & Palmer
Missouri
$10.7K – – –
RWPA
2053
Richard W. Paul & Associates
Michigan
$10.3K -$1.85K -15 -15%
UOTTAIMCU
2054
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$10.1K +$9.85K +80 New
CF
2055
Conquis Financial
California
$9.93K +$9.73K +79 New
SL
2056
Salomon & Ludwin
Virginia
$9.43K -$246 -2 -3%
WCM
2057
WealthTrak Capital Management
Virginia
$9.18K +$8.99K +73 New
FCT
2058
First Community Trust
Iowa
$9.18K – – –
CCMI
2059
Creative Capital Management Investments
California
$9.05K – – –
CWP
2060
Clark Wealth Partners
Illinois
$9.05K +$8.87K +72 New
CMP
2061
Coston McIsaac & Partners
Maine
$9K – – –
HHGA
2062
Halbert Hargrove Global Advisors
California
$8.93K +$8.74K +71 New
AIM
2063
Arcadia Investment Management
Michigan
$8.8K – – –
LOIP
2064
Live Oak Investment Partners
Texas
$8.8K – – –
FDW
2065
Fourth Dimension Wealth
Ohio
$8.17K +$8.01K +65 New
ACM
2066
Anfield Capital Management
California
$7.79K – – –
SIM
2067
Synergy Investment Management
Florida
$7.79K +$7.64K +62 New
FRA
2068
Front Row Advisors
California
$7.54K – – –
CSWM
2069
Cassady Schiller Wealth Management
Ohio
$7.42K +$7.27K +59 New
CWA
2070
Carolina Wealth Advisors
South Carolina
$7.29K – – –
SIC
2071
SJS Investment Consulting
Ohio
$7.04K -$1.23K -10 -15%
YAL
2072
Your Advocates Ltd
Texas
$7.04K – – –
HIW
2073
Holos Integrated Wealth
Pennsylvania
$7.04K +$6.9K +56 New
TAM
2074
Tucker Asset Management
Colorado
$6.66K +$6.53K +53 New
FIA
2075
FPC Investment Advisory
California
$6.51K +$2.46K +20 +74%
81 82
83
84 85