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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1126
SKBA Capital Management
California
$446K – – –
MHS
1127
M Holdings Securities
Oregon
$446K +$492K +5,102 New
CC
1128
Centiva Capital
New York
$443K -$1.4M -14,462 -74%
WPC
1129
Wedmont Private Capital
Pennsylvania
$442K -$95.9K -994 -16%
CIC
1130
Crawford Investment Counsel
Georgia
$442K +$2.6K +27 +0.5%
SWP
1131
Strategic Wealth Partners
Ohio
$439K +$33.8K +350 +7%
DIA
1132
Davidson Investment Advisors
Montana
$438K – – –
PBO
1133
Peoples Bank (Ohio)
Ohio
$437K -$7.24K -75 -1%
XSC
1134
X-Square Capital
Puerto Rico
$437K +$579 +6 +0.1%
GA
1135
Geller Advisors
New York
$436K +$16K +166 +3%
LNB
1136
Ledyard National Bank
$435K – – –
OWM
1137
OneAscent Wealth Management
Alabama
$435K +$480K +4,977 New
EHWM
1138
Eads & Heald Wealth Management
Georgia
$434K +$69K +715 +17%
VWA
1139
V Wealth Advisors
Kansas
$431K -$34.6K -359 -7%
HI
1140
Hudock Inc
Pennsylvania
$429K +$57.8K +599 +14%
LWM
1141
Laidlaw Wealth Management
New York
$429K +$64.4K +668 +16%
ISWM
1142
Independent Solutions Wealth Management
New York
$427K -$14.4K -149 -3%
BSW
1143
Buckingham Strategic Wealth
Missouri
$427K +$33.3K +345 +8%
AIM
1144
Anchor Investment Management
South Carolina
$427K -$14.5K -150 -3%
SS
1145
Sunbelt Securities
Texas
$425K +$20K +207 +5%
RIL
1146
Rothschild Investment LLC
Illinois
$424K – – –
LAM
1147
L2 Asset Management
Massachusetts
$423K +$207K +2,150 +80%
APP
1148
Avantax Planning Partners
Iowa
$420K +$37.1K +385 +9%
OFW
1149
Omnia Family Wealth
Florida
$419K – – –
EWA
1150
Exencial Wealth Advisors
Oklahoma
$417K -$70K -726 -13%
44 45
46
47 48