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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FMBTD
1151
First Midwest Bank Trust Division
Illinois
$321K -$12.3K -160 -4%
KA
1152
KLCM Advisors
Wisconsin
$321K – – –
PWPS
1153
Pinnacle Wealth Planning Services
Ohio
$321K +$383 +5 +0.1%
FNB
1154
Farmers National Bank
Kentucky
$320K – – –
EMG
1155
ETF Managers Group
New Jersey
$318K -$237K -3,097 -43%
IWA
1156
Intercontinental Wealth Advisors
Texas
$318K -$88.4K -1,154 -22%
CWM
1157
Curi Wealth Management
North Carolina
$318K +$383 +5 +0.1%
IWM
1158
IHT Wealth Management
Illinois
$316K -$69.1K -902 -18%
H
1159
HoyleCohen
California
$316K +$311K +4,064 New
CCM
1160
Carlson Capital Management
Minnesota
$315K +$91.4K +1,193 +42%
CA
1161
Calton & Associates
Florida
$313K -$27.5K -359 -8%
WW
1162
Westshore Wealth
California
$313K +$309K +4,028 New
GIA
1163
GHP Investment Advisors
Colorado
$311K – – –
WCA
1164
Westover Capital Advisors
Delaware
$311K – – –
RMDI
1165
R.M. Davis Inc
Maine
$311K +$2.15K +28 +0.7%
CWP
1166
Concord Wealth Partners
Virginia
$311K +$306K +3,993 +26,620%
HWA
1167
Heritage Wealth Advisors
Virginia
$310K +$31.9K +416 +12%
EI
1168
Ellevest Inc
New York
$310K +$230 +3 +0.1%
EWA
1169
Exencial Wealth Advisors
Oklahoma
$310K +$6.67K +87 +2%
CI
1170
CX Institutional
Indiana
$309K -$3.37M -43,910 -92%
LGA
1171
Lebenthal Global Advisors
New York
$307K -$76.5K -998 -20%
PRWA
1172
Platte River Wealth Advisors
Colorado
$307K +$293K +3,825 New
SS
1173
Simplicity Solutions
Minnesota
$304K -$988K -12,886 -77%
IA
1174
IFP Advisors
Florida
$300K -$148K -1,926 -33%
SOW
1175
State of Wyoming
Wyoming
$300K +$296K +3,858 New
45 46
47
48 49