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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1226
Powell Investment Advisors
Florida
$344K +$3.56K +41 +1%
SCM
1227
SKBA Capital Management
California
$339K -$95.5K -1,100 -21%
AWAP
1228
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$338K – – –
APP
1229
Avantax Planning Partners
Iowa
$337K +$15.8K +182 +5%
GD
1230
Grandfield & Dodd
New York
$337K – – –
AL
1231
Aspiriant LLC
California
$337K +$76.4K +880 +27%
FCH
1232
Freestone Capital Holdings
Washington
$334K -$14.8K -171 -4%
DWM
1233
Destination Wealth Management
California
$334K -$6.16K -71 -2%
SIC
1234
Samalin Investment Counsel
New York
$334K -$21.3K -245 -6%
MIM
1235
Morningstar Investment Management
Illinois
$331K +$48K +553 +16%
CB
1236
CNB Bank
Pennsylvania
$331K -$21.6K -249 -6%
WA
1237
Wealth Alliance
New York
$330K -$48K -553 -12%
AGP
1238
Autumn Glory Partners
Texas
$327K +$348K +4,005 New
PRWA
1239
Platte River Wealth Advisors
Colorado
$326K +$11.5K +132 +3%
CWM
1240
Centric Wealth Management
Illinois
$326K +$174 +2 +0.1%
EB
1241
Eastern Bank
Massachusetts
$325K -$1.22K -14 -0.4%
MTIC
1242
Missouri Trust & Investment Company
Missouri
$325K -$7.47K -86 -2%
FFC
1243
First Financial Corp
Indiana
$324K +$280K +3,227 +439%
FC
1244
Forte Capital
New York
$322K +$36.6K +422 +12%
EP
1245
Eudaimonia Partners
Tennessee
$322K +$1.56K +18 +0.5%
FNB
1246
Farmers National Bank
Kentucky
$320K -$11.5K -132 -3%
EWA
1247
Exencial Wealth Advisors
Oklahoma
$319K -$114K -1,313 -25%
BCA
1248
Bay Colony Advisors
Massachusetts
$317K +$2.69K +31 +0.8%
RIA
1249
Regal Investment Advisors
Michigan
$317K -$2K -23 -0.6%
MHR
1250
Matthew Hamilton Rosenberg
$315K -$5.9K -68 -2%
48 49
50
51 52