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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1201
Amplius Wealth Advisors
Pennsylvania
$304K -$20.7K -246 -6%
BCA
1202
Bay Colony Advisors
Massachusetts
$301K +$321K +3,805 New
BIA
1203
Benchmark Investment Advisors
Illinois
$300K -$784K -9,300 -71%
PNC
1204
Park National Corp
Ohio
$300K -$590 -7 -0.2%
BP
1205
BBR Partners
New York
$300K +$320K +3,802 New
HC
1206
Hamilton Capital
Ohio
$299K -$117K -1,386 -27%
ICP
1207
Interchange Capital Partners
Pennsylvania
$299K -$57.5K -682 -15%
JF
1208
Joule Financial
Kentucky
$299K +$20.6K +245 +7%
HCP
1209
Hexagon Capital Partners
Arkansas
$299K +$178K +2,108 +126%
CSB
1210
City State Bank
Iowa
$298K -$4.64K -55 -1%
OMC
1211
Overbrook Management Corp
New York
$297K – – –
HPWM
1212
Highland Private Wealth Management
Washington
$296K -$22.7K -269 -7%
TWM
1213
Tradition Wealth Management
Minnesota
$295K -$63.2K -750 -17%
OIA
1214
Optimum Investment Advisors
Illinois
$293K +$674 +8 +0.2%
BIP
1215
Blueprint Investment Partners
North Carolina
$293K +$313K +3,710 New
HWM
1216
Horizon Wealth Management
Illinois
$292K +$43.4K +515 +16%
MFG
1217
MidWestOne Financial Group
Iowa
$289K – – –
HI
1218
Humankind Investments
New York
$288K +$16.4K +195 +6%
CCP
1219
Carmel Capital Partners
California
$287K – – –
WWMSC
1220
Wagner Wealth Management (South Carolina)
South Carolina
$287K +$6.74K +80 +2%
RIA
1221
Richwood Investment Advisors
Ohio
$286K -$29.1K -345 -9%
PFWA
1222
Paces Ferry Wealth Advisors
Georgia
$285K +$1.1K +13 +0.4%
CA
1223
Continuum Advisory
Idaho
$285K +$25.5K +303 +9%
LP
1224
LMR Partners
United Kingdom
$285K +$304K +3,602 New
H
1225
HoyleCohen
California
$284K -$5.56K -66 -2%
47 48
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