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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWA
1276
Arkadios Wealth Advisors
Georgia
$295K +$52K +557 +20%
PFM
1277
Parsec Financial Management
North Carolina
$294K -$14.7K -158 -5%
CIC
1278
Crawford Investment Counsel
Georgia
$294K +$33.7K +361 +12%
BMCM
1279
Bryn Mawr Capital Management
Pennsylvania
$294K -$12.7K -136 -4%
IFG
1280
Independent Financial Group
California
$293K -$15.7K -168 -5%
JWM
1281
JGP Wealth Management
Oregon
$293K -$5.79K -62 -2%
JSC
1282
Jackson Square Capital
California
$293K -$188K -2,019 -38%
TFCP
1283
Twin Focus Capital Partners
Massachusetts
$292K +$11.1K +119 +4%
JCM
1284
Janney Capital Management
Pennsylvania
$292K +$15.7K +168 +5%
HI
1285
Humankind Investments
New York
$292K -$34.5K -370 -10%
AL
1286
Aspiriant LLC
California
$291K -$560 -6 -0.2%
NB
1287
NBT Bank
New York
$290K +$7K +75 +2%
GLA
1288
Great Lakes Advisors
Illinois
$289K +$307K +3,290 New
VNA
1289
Valley National Advisers
Pennsylvania
$288K +$8.77K +94 +3%
MCM
1290
Marathon Capital Management
Maryland
$288K -$21.8K -234 -7%
WAG
1291
Wallace Advisory Group
California
$288K -$7.75K -83 -2%
CAI
1292
Capital Advisors Inc
Oklahoma
$287K -$933 -10 -0.3%
ISWM
1293
Independent Solutions Wealth Management
New York
$286K -$7.65K -82 -2%
OA
1294
Operose Advisors
Wisconsin
$286K +$105K +1,128 +53%
DCM
1295
DGS Capital Management
New Jersey
$286K +$280 +3 +0.1%
GPA
1296
Guerra Pan Advisors
New Jersey
$284K – – –
PCA
1297
Prosperity Capital Advisors
Ohio
$284K -$17.4K -186 -5%
CB
1298
CNB Bank
Pennsylvania
$284K – – –
MF
1299
Manchester Financial
California
$283K +$7.47K +80 +3%
QPWM
1300
Quadrant Private Wealth Management
Pennsylvania
$282K -$373 -4 -0.1%
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