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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GBT
1076
Grove Bank & Trust
Florida
$595K -$1.85K -21 -0.3%
BWG
1077
Beta Wealth Group
California
$595K -$34.9K -396 -6%
CPIG
1078
Chicago Partners Investment Group
Illinois
$593K +$557K +6,326 New
CAM
1079
Cubic Asset Management
Massachusetts
$593K – – –
WF
1080
Welch & Forbes
Massachusetts
$590K +$881 +10 +0.2%
IWA
1081
Icon Wealth Advisors
Texas
$588K +$2.73K +31 +0.5%
CWM
1082
Chicago Wealth Management
Illinois
$588K – – –
BIP
1083
Blueprint Investment Partners
North Carolina
$586K +$302K +3,432 +123%
GVAG
1084
Great Valley Advisor Group
Delaware
$586K -$197K -2,236 -26%
BHBT
1085
Burke & Herbert Bank & Trust
Virginia
$584K -$18K -204 -3%
CI
1086
CX Institutional
Indiana
$583K +$6.25K +71 +1%
PFGIA
1087
Patriot Financial Group Insurance Agency
Massachusetts
$579K -$14.9K -169 -3%
LGA
1088
Lebenthal Global Advisors
New York
$578K +$23.2K +264 +4%
BPCE
1089
Bank Pictet & Cie (Europe)
Germany
$578K +$14.2K +161 +3%
SWP
1090
Strategic Wealth Partners
Ohio
$576K +$90.5K +1,028 +20%
UAML
1091
US Asset Management LLC
Pennsylvania
$576K -$5.37K -61 -1%
HPC
1092
HM Payson & Co
Maine
$574K -$37.1K -421 -6%
MM
1093
MQS Management
New York
$573K +$536K +6,087 New
OIM
1094
Orca Investment Management
Oregon
$571K -$75.4K -856 -12%
IWA
1095
IBEX Wealth Advisors
New Jersey
$570K +$591K +6,707 New
EFS
1096
Essex Financial Services
Connecticut
$570K -$11.8K -134 -2%
RLIM
1097
Red Lighthouse Investment Management
New York
$565K +$616 +7 +0.1%
ERIC
1098
Eagle Rock Investment Company
Georgia
$565K – – –
NC
1099
Nightview Capital
Texas
$564K -$26.3K -299 -5%
BEI
1100
Benjamin Edwards Inc
Missouri
$562K -$5.2K -59 -1%
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