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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AIA
1051
Arbor Investment Advisors
North Carolina
$605K -$6.48K -81 -1%
LDB
1052
Lee, Danner & Bass
Tennessee
$603K -$2K -25 -0.4%
KFS
1053
Kurt F. Somerville
$600K -$800 -10 -0.2%
SCA
1054
Sippican Capital Advisors
Massachusetts
$600K +$30.2K +378 +6%
BHBT
1055
Burke & Herbert Bank & Trust
Virginia
$598K – – –
KAS
1056
KPP Advisory Services
Kentucky
$595K +$560 +7 +0.1%
GBT
1057
Grove Bank & Trust
Florida
$591K +$322K +4,019 +173%
WIC
1058
Woodmont Investment Counsel
Tennessee
$590K +$506K +6,323 New
PFGIA
1059
Patriot Financial Group Insurance Agency
Massachusetts
$589K +$23.2K +290 +5%
CAM
1060
Cubic Asset Management
Massachusetts
$587K +$504K +6,296 New
NC
1061
Nightview Capital
Texas
$586K -$536K -6,700 -52%
KWM
1062
Kingsview Wealth Management
Oregon
$584K -$41.8K -523 -8%
CCM
1063
Carlson Capital Management
Minnesota
$584K -$16K -200 -3%
WF
1064
Welch & Forbes
Massachusetts
$583K -$68.7K -859 -12%
FDS
1065
First Dallas Securities
Texas
$583K -$549K -6,863 -52%
CWM
1066
Chicago Wealth Management
Illinois
$582K – – –
BTI
1067
Blue Trust Inc
Georgia
$582K +$120K +1,505 +27%
IWA
1068
Icon Wealth Advisors
Texas
$580K +$497K +6,217 New
EFS
1069
Essex Financial Services
Connecticut
$577K +$31.9K +399 +7%
VFA
1070
Voya Financial Advisors
Connecticut
$577K -$107K -1,332 -18%
UAML
1071
US Asset Management LLC
Pennsylvania
$576K +$494K +6,176 New
RCA
1072
Ranch Capital Advisors
Florida
$575K +$11.4K +143 +2%
LSPW
1073
Lake Street Private Wealth
Illinois
$573K -$43.2K -540 -8%
BFG
1074
Berger Financial Group
Minnesota
$572K +$38.5K +481 +9%
PWMG
1075
Prestige Wealth Management Group
New Jersey
$572K +$33K +412 +7%
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43
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