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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFN
1026
Cordasco Financial Network
Florida
$302K +$2.29K +40 +0.9%
CA
1027
Calton & Associates
Florida
$301K +$252K +4,395 New
BOM
1028
Bank of Marin
California
$298K -$47K -820 -16%
FMBTD
1029
First Midwest Bank Trust Division
Illinois
$294K -$175K -3,058 -42%
MSFS
1030
Main Street Financial Solutions
Pennsylvania
$291K +$244K +4,249 New
DWM
1031
Destination Wealth Management
California
$290K +$243K +4,229 New
CT
1032
Columbia Trust
Oregon
$290K +$243K +4,243 New
CWP
1033
Curated Wealth Partners
California
$289K +$242K +4,214 New
ACI
1034
Alpha Cubed Investments
California
$289K +$242K +4,215 New
AWG
1035
Altus Wealth Group
Colorado
$287K +$240K +4,189 New
BMM
1036
Buffington Mohr McNeal
Idaho
$286K +$1.21K +21 +0.5%
PFPT
1037
Pinnacle Financial Partners (Tennessee)
Tennessee
$286K +$240K +4,178 New
KA
1038
KLCM Advisors
Wisconsin
$283K -$1.89K -33 -0.8%
PWPS
1039
Pinnacle Wealth Planning Services
Ohio
$283K +$237K +4,128 New
FNB
1040
Farmers National Bank
Kentucky
$282K +$237K +4,122 New
CWM
1041
Curi Wealth Management
North Carolina
$281K +$235K +4,101 New
BBNA
1042
Bremer Bank National Association
Minnesota
$278K +$232K +4,052 New
ACM
1043
Allred Capital Management
Texas
$277K +$233K +4,054 New
GIA
1044
GHP Investment Advisors
Colorado
$275K +$230K +4,006 New
LCS
1045
Levin Capital Strategies
New York
$274K -$155K -2,700 -40%
EI
1046
Ellevest Inc
New York
$274K +$100K +1,742 +77%
FI
1047
FormulaFolio Investments
Michigan
$274K +$229K +3,993 New
CIC
1048
Crawford Investment Counsel
Georgia
$274K +$230K +4,000 New
DWM
1049
Dorchester Wealth Management
Quebec, Canada
$274K +$230K +4,000 New
NCP
1050
NexWave Capital Partners
New York
$274K +$230K +4,000 New
40 41
42
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