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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
1051
Kistler-Tiffany Companies
Pennsylvania
$452K +$253 +3 +0.1%
BFM
1052
Boston Financial Management
Massachusetts
$448K +$40.4K +479 +9%
CWP
1053
Concord Wealth Partners
Virginia
$447K -$42.3K -502 -8%
STA
1054
Summit Trail Advisors
New York
$447K -$32.6K -387 -6%
CG
1055
Cutler Group
California
$447K +$164K +1,946 +52%
CCFCSB
1056
Cape Cod Five Cents Savings Bank
Massachusetts
$444K – – –
TPW
1057
Transatlantique Private Wealth
New York
$444K +$10.5K +125 +2%
SCA
1058
Sippican Capital Advisors
Massachusetts
$441K – – –
TCOT
1059
Trust Company of Toledo
Ohio
$440K -$506K -6,000 -52%
RIA
1060
Regal Investment Advisors
Michigan
$440K +$1.26K +15 +0.3%
LIA
1061
LS Investment Advisors
Michigan
$439K – – –
ZB
1062
Zions Bancorporation
Utah
$435K -$129K -1,526 -22%
PCM
1063
Prelude Capital Management
New York
$435K +$465K +5,511 New
AIA
1064
Arbor Investment Advisors
North Carolina
$432K -$90.3K -1,071 -16%
PFGIA
1065
Patriot Financial Group Insurance Agency
Massachusetts
$432K +$2.95K +35 +0.6%
GEA
1066
Glen Eagle Advisors
New Jersey
$431K -$36.2K -430 -7%
FMWA
1067
Forvis Mazars Wealth Advisors
Missouri
$429K – – –
FA
1068
Financial Advisors
Massachusetts
$428K – – –
EW
1069
Evoke Wealth
California
$427K +$1.77K +21 +0.4%
LWAC
1070
Laurel Wealth Advisors (California)
California
$425K -$7.75K -92 -2%
KWM
1071
Kingsview Wealth Management
Oregon
$424K -$84.5K -1,003 -16%
FMP
1072
Financial Management Professionals
Texas
$424K +$25.6K +304 +6%
FFA
1073
First Foundation Advisors
California
$424K +$120K +1,424 +36%
HT
1074
HighTower Trust
Texas
$422K +$450K +5,341 New
PFBT
1075
Parkside Financial Bank & Trust
Missouri
$419K +$1.52K +18 +0.3%
41 42
43
44 45