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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
H
1201
HoyleCohen
California
$363K +$25.2K +270 +7%
GD
1202
Grandfield & Dodd
New York
$362K – – –
SW
1203
SlateStone Wealth
Florida
$361K +$51.7K +554 +16%
MCCA
1204
Mill Creek Capital Advisors
Pennsylvania
$360K +$34.4K +369 +10%
ACM
1205
Allred Capital Management
Texas
$359K – – –
FNB
1206
Farmers National Bank
Kentucky
$358K – – –
TCM
1207
Tributary Capital Management
Nebraska
$357K -$12.1K -130 -3%
ICA
1208
Infrastructure Capital Advisors
New York
$356K +$378K +4,052 New
SAS
1209
Stelac Advisory Services
New York
$356K +$13.1K +140 +4%
CWM
1210
Curi Wealth Management
North Carolina
$353K -$55.8K -598 -13%
PNC
1211
Park National Corp
Ohio
$351K +$12.7K +136 +4%
IIC
1212
Integrated Investment Consultants
Michigan
$351K -$32.9K -352 -8%
AWA
1213
Amplius Wealth Advisors
Pennsylvania
$349K +$10.5K +112 +3%
RWB
1214
RMR Wealth Builders
New Jersey
$349K +$62K +664 +20%
IW
1215
Imprint Wealth
South Carolina
$347K +$368K +3,947 New
NL
1216
NWAM LLC
Washington
$346K +$47.2K +506 +15%
SFP
1217
Shepherd Financial Partners
Massachusetts
$346K -$22.4K -240 -6%
MHR
1218
Matthew Hamilton Rosenberg
$344K +$12.9K +138 +4%
HI
1219
Hudock Inc
Pennsylvania
$344K -$57.1K -612 -14%
TWM
1220
Tradition Wealth Management
Minnesota
$344K +$19.6K +210 +6%
CAMV
1221
Concord Asset Management (Virginia)
Virginia
$343K +$365K +3,912 New
DIA
1222
Davidson Investment Advisors
Montana
$343K – – –
AWG
1223
Altus Wealth Group
Colorado
$343K +$467 +5 +0.1%
PRWA
1224
Platte River Wealth Advisors
Colorado
$339K -$6.25K -67 -2%
DS
1225
DRW Securities
Illinois
$339K -$226K -2,426 -39%
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