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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
HBT
901
Hills Bank & Trust
Iowa
$895K -$81.6K -846 -8%
NFG
902
Norris Financial Group
South Carolina
$893K -$119K -1,230 -11%
AF
903
Allworth Financial
California
$890K +$521K +5,402 +113%
MMPW
904
Mitchell McLeod Pugh & Williams
Alabama
$887K +$16.2K +168 +2%
MWM
905
Maltin Wealth Management
New Jersey
$883K +$51.2K +531 +6%
PWS
906
Precision Wealth Strategies
Missouri
$881K +$142K +1,477 +17%
ZCA
907
Zeke Capital Advisors
Pennsylvania
$880K +$972K +10,072 New
ERIC
908
Eagle Rock Investment Company
Georgia
$874K – – –
GA
909
Greenhaven Associates
New York
$874K – – –
PAWC
910
P.A.W. Capital
Connecticut
$874K +$145K +1,500 +18%
CG
911
Colony Group
Massachusetts
$865K +$185K +1,915 +24%
EH
912
Equitable Holdings
New York
$864K +$68K +705 +8%
GFP
913
Gryphon Financial Partners
Ohio
$858K -$37.5K -389 -4%
WW
914
Waterfront Wealth
Kansas
$856K +$322K +3,339 +49%
VWM
915
Venturi Wealth Management
Texas
$852K +$48.7K +505 +5%
CWM
916
Circle Wealth Management
New Jersey
$851K +$185K +1,913 +24%
GCP
917
GSA Capital Partners
United Kingdom
$848K +$936K +9,707 New
NW
918
NewEdge Wealth
Pennsylvania
$846K +$522K +5,406 +127%
RZH
919
Relyea Zuckerberg Hanson
Connecticut
$844K -$38.9K -403 -4%
PTC
920
Private Trust Company
Ohio
$838K +$124K +1,283 +15%
AMC
921
Asset Management Corp
Illinois
$832K +$254K +2,629 +38%
WT
922
Washington Trust
Rhode Island
$829K -$32.3K -335 -3%
PPW
923
Parcion Private Wealth
Washington
$827K -$6.08K -63 -0.7%
AG
924
AIA Group
Hong Kong
$824K +$306K +3,171 +51%
TCOV
925
Trust Company of Vermont
Vermont
$818K -$22K -228 -2%
35 36
37
38 39