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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
1176
Carnegie Investment Counsel
Ohio
$313K -$2.7K -33 -0.8%
DWM
1177
Destination Wealth Management
California
$312K -$25.1K -307 -7%
OWM
1178
OneAscent Wealth Management
Alabama
$311K -$73.2K -894 -18%
PB
1179
Pinnacle Bancorp
Nebraska
$311K -$46.9K -573 -12%
PWPS
1180
Pinnacle Wealth Planning Services
Ohio
$311K +$82 +1 +0%
AWA
1181
Amplius Wealth Advisors
Pennsylvania
$311K +$2.62K +32 +0.8%
CSPIA
1182
Cary Street Partners Investment Advisory
Virginia
$310K +$334K +4,074 New
ACM
1183
Allred Capital Management
Texas
$309K -$2.7K -33 -0.8%
HTC
1184
Haverford Trust Company
Pennsylvania
$309K +$333K +4,064 New
KWMG
1185
King Wealth Management Group
Florida
$308K +$8.52K +104 +3%
WFI
1186
West Family Investments
California
$307K -$21K -256 -6%
SMA
1187
Sage Mountain Advisors
Georgia
$307K -$4.09K -50 -1%
DJSG
1188
D.J. St. Germain
Massachusetts
$306K -$8.59M -104,824 -96%
LC
1189
Lindbrook Capital
California
$306K -$1.88K -23 -0.6%
HPWM
1190
Highland Private Wealth Management
Washington
$305K -$33.3K -407 -9%
WP
1191
WealthSource Partners
California
$305K +$80.3K +980 +32%
MUAMU
1192
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$304K -$246K -3,000 -43%
FFBTD
1193
First Financial Bank - Trust Division
Ohio
$304K -$2.79K -34 -0.8%
WCA
1194
Westover Capital Advisors
Delaware
$304K – – –
BWG
1195
Beta Wealth Group
California
$304K +$24.6K +300 +8%
CFO
1196
CVA Family Office
Colorado
$304K +$81.5K +995 +33%
FNB
1197
Farmers National Bank
Kentucky
$304K -$983 -12 -0.3%
RMDI
1198
R.M. Davis Inc
Maine
$302K – – –
FFG
1199
Frisch Financial Group
New York
$301K -$3.85K -47 -1%
KFS
1200
Kaizen Financial Strategies
California
$301K +$10.2K +124 +3%
46 47
48
49 50