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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SYBT
1076
Stock Yards Bank & Trust
Kentucky
$515K +$9.65K +100 +2%
BWP
1077
BSW Wealth Partners
Colorado
$514K +$44.9K +465 +9%
BB
1078
Berkshire Bank
Massachusetts
$513K +$117K +1,214 +26%
GVAG
1079
Great Valley Advisor Group
Delaware
$512K +$1.83K +19 +0.3%
PFGIA
1080
Patriot Financial Group Insurance Agency
Massachusetts
$511K -$69.8K -724 -11%
TWI
1081
Thomas White International
Illinois
$509K – – –
STA
1082
Summit Trail Advisors
New York
$509K +$171K +1,773 +44%
EWM
1083
Empirical Wealth Management
Washington
$507K -$30.2K -313 -5%
ICP
1084
Interchange Capital Partners
Pennsylvania
$505K +$126K +1,305 +29%
ATC
1085
Adirondack Trust Company
New York
$504K +$144K +1,492 +35%
JCIA
1086
Jackson Creek Investment Advisors
Colorado
$501K -$20.3K -210 -4%
MMA
1087
Miracle Mile Advisors
California
$501K +$105K +1,091 +24%
NHC
1088
Nicholas Hoffman & Company
Georgia
$500K +$22.5K +233 +4%
CWM
1089
Curi Wealth Management
North Carolina
$499K +$144K +1,492 +35%
BCWM
1090
Bartlett & Co Wealth Management
Ohio
$498K +$36K +373 +7%
BOH
1091
Bank of Hawaii
Hawaii
$498K -$69.9K -725 -11%
BC
1092
Bartlett & Co
Ohio
$498K +$36K +373 +7%
BONST
1093
Bank of Nova Scotia Trust
Ontario, Canada
$497K +$1.16K +12 +0.2%
CCFCSB
1094
Cape Cod Five Cents Savings Bank
Massachusetts
$492K -$1.64K -17 -0.3%
LWAC
1095
Laurel Wealth Advisors (California)
California
$491K -$42K -435 -7%
EW
1096
Evoke Wealth
California
$491K +$11.3K +117 +2%
FA
1097
Financial Advisors
Massachusetts
$489K – – –
BFG
1098
Berger Financial Group
Minnesota
$489K +$104K +1,082 +24%
RIA
1099
Regal Investment Advisors
Michigan
$486K -$482 -5 -0.1%
I2I
1100
Insight 2811 Inc
Illinois
$485K -$7.14K -74 -1%
42 43
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