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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
1151
Cambridge Trust
Massachusetts
$431K -$54.8K -631 -11%
PP
1152
PDS Planning
Ohio
$430K +$5.04K +58 +1%
XSC
1153
X-Square Capital
Puerto Rico
$429K – – –
EHWM
1154
Eads & Heald Wealth Management
Georgia
$428K -$4.43K -51 -1%
RA
1155
RFG Advisory
Alabama
$428K -$32.6K -375 -7%
IWM
1156
Integris Wealth Management
California
$427K +$18.4K +212 +4%
PBO
1157
Peoples Bank (Ohio)
Ohio
$425K +$47.3K +545 +12%
FIB
1158
First Interstate Bank
Montana
$421K -$17.4K -200 -4%
PB
1159
Pinnacle Bancorp
Nebraska
$419K +$41.5K +478 +10%
RCAG
1160
Rehmann Capital Advisory Group
Michigan
$418K -$48.4K -558 -10%
CWM
1161
Cornerstone Wealth Management
Missouri
$416K +$19.9K +229 +5%
SW
1162
SlateStone Wealth
Florida
$416K +$46K +530 +12%
SFS
1163
Strategic Financial Services
New York
$415K – – –
BSW
1164
Buckingham Strategic Wealth
Missouri
$414K +$12.7K +146 +3%
WWM
1165
Western Wealth Management
Colorado
$414K -$138K -1,591 -24%
ACM
1166
Arcataur Capital Management
Wisconsin
$414K – – –
CFO
1167
CVA Family Office
Colorado
$411K -$25.4K -292 -5%
CWM
1168
C2C Wealth Management
Arizona
$410K – – –
HAS
1169
HBW Advisory Services
California
$408K +$122K +1,401 +39%
CRI
1170
Colonial River Investments
Virginia
$407K +$433K +4,987 New
AC
1171
Allstate Corporation
Illinois
$407K – – –
FDCC
1172
Foster Dykema Cabot & Co
Massachusetts
$406K -$432K -4,971 -50%
FWIA
1173
Fort Washington Investment Advisors
Ohio
$406K -$130K -1,500 -23%
EWG
1174
Executive Wealth Group
Washington
$405K +$4.17K +48 +1%
TIA
1175
Tiemann Investment Advisors
California
$405K – – –
45 46
47
48 49