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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWLP
951
Prio Wealth Limited Partnership
Massachusetts
$760K -$33.5K -338 -4%
CIM
952
CIM Investment Management
Pennsylvania
$760K -$4.66K -47 -0.6%
MIC
953
Meridian Investment Counsel
California
$759K – – –
CWM
954
Circle Wealth Management
New Jersey
$758K -$1.49K -15 -0.2%
PTC
955
Private Trust Company
Ohio
$756K +$23.4K +236 +3%
EH
956
Equitable Holdings
New York
$753K +$64.8K +654 +9%
WOC
957
West Oak Capital
California
$747K -$7.43K -75 -1%
GG
958
Gofen & Glossberg
Illinois
$744K +$28K +283 +4%
CH
959
Canton Hathaway
Rhode Island
$742K +$89.4K +902 +13%
ESCM
960
Echo Street Capital Management
New York
$739K +$504K +5,082 +203%
PWS
961
Precision Wealth Strategies
Missouri
$734K +$322K +3,252 +76%
OIM
962
Orca Investment Management
Oregon
$731K -$104K -1,052 -12%
RCIM
963
Red Cedar Investment Management
Michigan
$730K +$743K +7,501 New
SS
964
Simplicity Solutions
Minnesota
$725K +$231K +2,331 +46%
WA
965
WESPAC Advisors
California
$725K +$292K +2,951 +66%
MFG
966
Magnus Financial Group
New York
$724K +$4.66K +47 +0.6%
OPS
967
Orion Portfolio Solutions
Nebraska
$723K +$79.8K +805 +12%
KPW
968
Kore Private Wealth
New York
$722K +$95.1K +960 +15%
AMC
969
Asset Management Corp
Illinois
$721K +$1.09K +11 +0.1%
ALAM
970
Asahi Life Asset Management
Japan
$720K +$502K +5,070 +218%
VFA
971
Valeo Financial Advisors
Indiana
$718K +$98.9K +998 +16%
KFS
972
Kurt F. Somerville
$715K -$29.7K -300 -4%
HI
973
Hoey Investments
Pennsylvania
$709K -$347K -3,500 -32%
WF
974
Welch & Forbes
Massachusetts
$704K – – –
QT
975
Quantamental Technologies
New York
$696K +$709K +7,154 New
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39
40 41