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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
1126
Ledyard National Bank
$364K -$15.8K -193 -4%
CCC
1127
Chelsea Counsel Company
California
$363K – – –
WA
1128
Wealth Alliance
New York
$363K +$5.57K +68 +1%
EWG
1129
Executive Wealth Group
Washington
$361K +$3.52K +43 +0.9%
LI
1130
LVZ Inc
Michigan
$360K – – –
M1FG
1131
Mach-1 Financial Group
Arkansas
$357K +$363K +4,430 +1,538%
KA
1132
KLCM Advisors
Wisconsin
$353K – – –
SG
1133
Swarthmore Group
Pennsylvania
$349K -$5.76M -70,356 -94%
DIA
1134
Davidson Investment Advisors
Montana
$349K -$34.8K -425 -8%
WGAM
1135
Wilkinson Global Asset Management
New York
$349K +$16.4K +200 +5%
OFS
1136
OneAscent Financial Services
Alabama
$348K +$58.8K +718 +19%
PCM
1137
Perritt Capital Management
Illinois
$347K +$5.16K +63 +1%
BSW
1138
Buckingham Strategic Wealth
Missouri
$345K -$28.4K -347 -7%
SWP
1139
Strategic Wealth Partners
Ohio
$343K -$41.8K -510 -10%
CCB
1140
Cutter & Co Brokerage
Missouri
$343K +$141K +1,720 +62%
PFSC
1141
Peoples Financial Services Corp
Pennsylvania
$343K +$232K +2,830 +169%
CWM
1142
Centric Wealth Management
Illinois
$342K +$23.4K +286 +7%
TWM
1143
Tradition Wealth Management
Minnesota
$341K -$66.8K -816 -15%
AIM
1144
Anchor Investment Management
South Carolina
$341K -$32.5K -397 -8%
UIA
1145
Ulland Investment Advisors
Minnesota
$340K -$123K -1,500 -25%
ICP
1146
Interchange Capital Partners
Pennsylvania
$340K -$108K -1,314 -23%
GD
1147
Grandfield & Dodd
New York
$340K -$16.4K -200 -4%
SF
1148
Summit Financial
New Jersey
$338K -$74.7K -912 -17%
RCM
1149
Radnor Capital Management
Pennsylvania
$338K – – –
T
1150
TOBAM
France
$336K +$362K +4,415 New
44 45
46
47 48