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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SSWM
1126
Strait & Sound Wealth Management
California
$585K +$102K +1,009 +22%
CD
1127
Chapin Davis
Maryland
$582K -$9.16K -91 -2%
GWMR
1128
GC Wealth Management RIA
Massachusetts
$579K +$559K +5,551 New
DWA
1129
Douglass Winthrop Advisors
New York
$574K -$14K -139 -2%
PB
1130
Pinnacle Bancorp
Nebraska
$572K +$54.4K +540 +11%
BWP
1131
BSW Wealth Partners
Colorado
$572K +$48.3K +480 +10%
LCM
1132
Lazari Capital Management
California
$572K +$7.45K +74 +1%
FA
1133
Financial Advisors
Massachusetts
$571K – – –
PFGIA
1134
Patriot Financial Group Insurance Agency
Massachusetts
$570K -$15K -149 -3%
FDCP
1135
Foster Dykema Cabot & Partners
Massachusetts
$569K +$49.7K +494 +10%
OIM
1136
Orca Investment Management
Oregon
$569K -$58.7K -583 -10%
RWP
1137
RWA Wealth Partners
Massachusetts
$566K +$27.6K +274 +5%
ATC
1138
Adirondack Trust Company
New York
$565K – – –
HWA
1139
Heritage Wealth Advisors
Virginia
$565K -$36.5K -362 -6%
NFA
1140
Northern Financial Advisors
Michigan
$564K +$10.8K +107 +2%
BG
1141
Bahl & Gaynor
Ohio
$563K -$12.3K -122 -2%
CP
1142
Canopy Partners
Ohio
$562K +$1.01K +10 +0.2%
FPAS
1143
Focus Partners Advisor Solutions
Missouri
$558K +$109K +1,081 +25%
LCGC
1144
Legacy Capital Group California
California
$558K -$39.4K -391 -7%
PBO
1145
Peoples Bank (Ohio)
Ohio
$558K +$22.5K +223 +4%
CS
1146
Capital Square
Tennessee
$557K -$41.5K -412 -7%
PFPT
1147
Pinnacle Financial Partners (Tennessee)
Tennessee
$554K +$71.2K +707 +15%
JIC
1148
Johnson Investment Counsel
Ohio
$550K +$228K +2,265 +75%
MW
1149
Marcum Wealth
Ohio
$548K +$50.9K +505 +11%
IWM
1150
Integris Wealth Management
California
$545K – – –
44 45
46
47 48