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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AT
1251
American Trust
Kentucky
$268K +$21.3K +260 +8%
MCM
1252
Marathon Capital Management
Maryland
$267K +$288K +3,511 New
BMCM
1253
Bryn Mawr Capital Management
Pennsylvania
$266K -$1.31K -16 -0.5%
RCC
1254
Red Cedar Capital
Nebraska
$266K – – –
CFA
1255
Capstone Financial Advisors
Illinois
$265K +$2.54K +31 +0.9%
HI
1256
Humankind Investments
New York
$263K +$42.8K +523 +18%
CL
1257
Choreo LLC
Illinois
$260K +$87.1K +1,063 +45%
RP
1258
Riverwater Partners
Wisconsin
$259K +$278K +3,400 New
CA
1259
Clearstead Advisors
Ohio
$257K +$18.3K +223 +7%
DSC
1260
Duncker Streett & Co
Missouri
$256K – – –
JWM
1261
JGP Wealth Management
Oregon
$256K +$5.08K +62 +2%
KPW
1262
Kore Private Wealth
New York
$255K -$28.2K -344 -9%
WSCM
1263
Wellington Shields Capital Management
New York
$255K -$24.6K -300 -8%
ISWM
1264
Independent Solutions Wealth Management
New York
$254K -$127K -1,549 -32%
MCA
1265
Millennium Capital Advisors
Arkansas
$254K +$63.6K +776 +30%
CA
1266
Continuum Advisory
Idaho
$252K -$8.52K -104 -3%
HHGA
1267
Halbert Hargrove Global Advisors
California
$251K +$82 +1 +0%
SA
1268
Syntax Advisors
New York
$251K +$35.7K +436 +15%
VCG
1269
Vantage Consulting Group
Virginia
$251K +$35.7K +436 +15%
VNA
1270
Valley National Advisers
Pennsylvania
$250K +$114K +1,396 +76%
MWM
1271
Mission Wealth Management
California
$249K +$79.1K +966 +42%
CB
1272
CNB Bank
Pennsylvania
$248K – – –
PPW
1273
Pinnacle Private Wealth
Massachusetts
$247K -$26.4K -322 -9%
BFA
1274
Bragg Financial Advisors
North Carolina
$247K -$6.72K -82 -2%
FFN
1275
Focus Financial Network
Minnesota
$247K +$70.7K +863 +36%
49 50
51
52 53