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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
1076
Cubic Asset Management
Massachusetts
$593K – – –
WF
1077
Welch & Forbes
Massachusetts
$590K +$881 +10 +0.2%
IWA
1078
Icon Wealth Advisors
Texas
$588K +$2.73K +31 +0.5%
CWM
1079
Chicago Wealth Management
Illinois
$588K – – –
BIP
1080
Blueprint Investment Partners
North Carolina
$586K +$302K +3,432 +123%
GVAG
1081
Great Valley Advisor Group
Delaware
$586K -$197K -2,236 -26%
BHBT
1082
Burke & Herbert Bank & Trust
Virginia
$584K -$18K -204 -3%
CI
1083
CX Institutional
Indiana
$583K +$6.25K +71 +1%
PFGIA
1084
Patriot Financial Group Insurance Agency
Massachusetts
$579K -$14.9K -169 -3%
LGA
1085
Lebenthal Global Advisors
New York
$578K +$23.2K +264 +4%
BPCE
1086
Bank Pictet & Cie (Europe)
Germany
$578K +$14.2K +161 +3%
SWP
1087
Strategic Wealth Partners
Ohio
$576K +$90.5K +1,028 +20%
UAML
1088
US Asset Management LLC
Pennsylvania
$576K -$5.37K -61 -1%
HPC
1089
HM Payson & Co
Maine
$574K -$37.1K -421 -6%
MM
1090
MQS Management
New York
$573K +$536K +6,087 New
OIM
1091
Orca Investment Management
Oregon
$571K -$75.4K -856 -12%
IWA
1092
IBEX Wealth Advisors
New Jersey
$570K +$591K +6,707 New
EFS
1093
Essex Financial Services
Connecticut
$570K -$11.8K -134 -2%
RLIM
1094
Red Lighthouse Investment Management
New York
$565K +$616 +7 +0.1%
ERIC
1095
Eagle Rock Investment Company
Georgia
$565K – – –
NC
1096
Nightview Capital
Texas
$564K -$26.3K -299 -5%
BEI
1097
Benjamin Edwards Inc
Missouri
$562K -$5.2K -59 -1%
CGIM
1098
Capital Group Investment Management
Singapore
$560K -$389K -4,422 -43%
CA
1099
Clearstead Advisors
Ohio
$559K +$10.2K +116 +2%
NHC
1100
Nicholas Hoffman & Company
Georgia
$558K -$71.9K -816 -12%
42 43
44
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