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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
726
Norway Savings Bank
Maine
$227K +$203K +5,375 New
AB
727
AT Bancorp
Iowa
$224K -$1.49M -39,513 -88%
BAM
728
Berkshire Asset Management
Pennsylvania
$224K +$201K +5,304 New
TIA
729
Tiemann Investment Advisors
California
$223K -$71.8K -1,900 -26%
FIB
730
First Interstate Bank
Montana
$221K +$166K +4,377 +513%
EWM
731
Evermay Wealth Management
Virginia
$219K +$196K +5,175 New
IIA
732
IPG Investment Advisors
California
$218K +$195K +5,150 New
CCIA
733
Campbell & Co Investment Adviser
Maryland
$217K +$195K +5,146 New
FG
734
Fiduciary Group
Georgia
$216K +$194K +5,120 New
SFG
735
SevenBridge Financial Group
Pennsylvania
$215K – – –
OWD
736
Osborn Williams & Donohoe
Ohio
$214K +$191K +5,056 New
MHS
737
M Holdings Securities
Oregon
$214K +$191K +5,062 New
PAG
738
Private Advisory Group
Washington
$214K +$192K +5,082 New
CL
739
CPWM LLC
Washington
$213K +$191K +5,053 New
PCMM
740
Private Capital Management (Minnesota)
Minnesota
$211K -$265K -7,000 -58%
EGA
741
E&G Advisors
Texas
$211K -$151K -4,000 -44%
LNB
742
Ledyard National Bank
$211K – – –
NSAM
743
North Star Asset Management
Wisconsin
$211K +$189K +5,000 New
S
744
SignatureFD
Georgia
$209K +$34.7K +918 +23%
IAA
745
Independent Advisor Alliance
North Carolina
$208K +$185K +4,890 New
BHBT
746
Burke & Herbert Bank & Trust
Virginia
$201K +$180K +4,766 New
BCM
747
Bluefin Capital Management
New York
$194K -$277K -7,336 -61%
PA
748
Parallel Advisors
California
$191K +$171K +4,512 New
FWM
749
Focused Wealth Management
New York
$190K +$170K +4,500 New
SC
750
SRB Corp
Massachusetts
$180K -$29.8K -787 -16%
28 29
30
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