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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1151
Covington Capital Management
California
$337K +$90.4K +1,073 +34%
CHP
1152
Cable Hill Partners
Oregon
$335K +$40K +475 +13%
BBWA
1153
Bell & Brown Wealth Advisors
California
$334K +$3.03K +36 +0.9%
AWA
1154
Aaron Wealth Advisors
Illinois
$333K +$1.35K +16 +0.4%
FCFC
1155
First Citizens Financial Corp
Iowa
$332K – – –
PB
1156
Pinnacle Bancorp
Nebraska
$332K +$10.2K +121 +3%
MWPCG
1157
Measured Wealth Private Client Group
New Hampshire
$332K +$355K +4,208 New
SAS
1158
Stelac Advisory Services
New York
$331K -$73.9K -877 -17%
EHWM
1159
Eads & Heald Wealth Management
Georgia
$331K -$8.68K -103 -2%
CSPIA
1160
Cary Street Partners Investment Advisory
Virginia
$331K +$9.61K +114 +3%
GD
1161
Grandfield & Dodd
New York
$330K -$25.3K -300 -7%
PFM
1162
Parsec Financial Management
North Carolina
$329K -$102K -1,215 -23%
FFG
1163
Frisch Financial Group
New York
$329K +$17.5K +208 +5%
AIA
1164
Alera Investment Advisors
Illinois
$329K +$350K +4,153 New
PPG
1165
Peak Planning Group
Colorado
$328K +$350K +4,149 New
MSFS
1166
Main Street Financial Solutions
Pennsylvania
$326K -$1.01K -12 -0.3%
CWM
1167
Centric Wealth Management
Illinois
$325K -$33K -391 -9%
KTA
1168
Keeley-Teton Advisors
Illinois
$325K +$347K +4,117 New
SFP
1169
Shepherd Financial Partners
Massachusetts
$324K +$19.8K +235 +6%
DWM
1170
Destination Wealth Management
California
$323K -$674 -8 -0.2%
PWPS
1171
Pinnacle Wealth Planning Services
Ohio
$323K -$253 -3 -0.1%
RMDI
1172
R.M. Davis Inc
Maine
$323K +$9.78K +116 +3%
IIC
1173
Integrated Investment Consultants
Michigan
$323K +$27.4K +325 +9%
ACM
1174
Allred Capital Management
Texas
$321K – – –
FFBTD
1175
First Financial Bank - Trust Division
Ohio
$321K +$5.65K +67 +2%
45 46
47
48 49