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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RCA
1126
Resonant Capital Advisors
Wisconsin
$561K +$82.9K +871 +18%
PWLP
1127
Prio Wealth Limited Partnership
Massachusetts
$560K -$63.6K -668 -10%
LCGC
1128
Legacy Capital Group California
California
$558K +$5.43K +57 +1%
CA
1129
Calton & Associates
Florida
$556K +$286 +3 +0.1%
WE
1130
Wealth Effects
Massachusetts
$554K -$5.33K -56 -1%
LC
1131
Lindbrook Capital
California
$553K +$30.9K +325 +6%
SC
1132
Syon Capital
California
$553K +$15.9K +167 +3%
CD
1133
Chapin Davis
Maryland
$552K -$13.2K -139 -2%
EFS
1134
Essex Financial Services
Connecticut
$551K -$21.3K -224 -4%
LIA
1135
LS Investment Advisors
Michigan
$549K – – –
DWA
1136
Douglass Winthrop Advisors
New York
$548K +$17.5K +184 +3%
EW
1137
Evexia Wealth
Wisconsin
$546K -$2.76K -29 -0.5%
SWP
1138
Strategic Wealth Partners
Ohio
$546K -$48K -504 -8%
PFGIA
1139
Patriot Financial Group Insurance Agency
Massachusetts
$546K -$51K -536 -9%
PP
1140
PDS Planning
Ohio
$544K +$11.8K +124 +2%
SCTC
1141
Sanibel Captiva Trust Company
Florida
$543K +$58.4K +614 +12%
KWM
1142
Kingsview Wealth Management
Oregon
$543K +$1.62K +17 +0.3%
MP
1143
McDonald Partners
Ohio
$540K – – –
CIC
1144
Chase Investment Counsel
Virginia
$538K +$527K +5,539 New
BG
1145
Bahl & Gaynor
Ohio
$537K -$2.19K -23 -0.4%
FA
1146
Financial Advisors
Massachusetts
$532K – – –
MSFS
1147
Main Street Financial Solutions
Pennsylvania
$532K +$20.6K +216 +4%
AIA
1148
Arbor Investment Advisors
North Carolina
$531K -$99.3K -1,043 -16%
ATC
1149
Adirondack Trust Company
New York
$527K -$3.05K -32 -0.6%
LCM
1150
Lazari Capital Management
California
$526K +$515K +5,409 New
44 45
46
47 48