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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CHP
1276
Cable Hill Partners
Oregon
$573K -$246 -2 -0%
SMWM
1277
Silvia McColl Wealth Management
California
$573K -$32.4K -263 -5%
RIG
1278
Renaissance Investment Group
Massachusetts
$572K – – –
BWM
1279
Baron Wealth Management
Michigan
$572K +$123 +1 +0%
MFWP
1280
Mosaic Family Wealth Partners
Missouri
$571K -$8.01K -65 -1%
DWP
1281
Daymark Wealth Partners
Ohio
$571K -$36.1K -293 -6%
CA
1282
Calton & Associates
Florida
$570K -$4.19K -34 -0.7%
BWG
1283
Beta Wealth Group
California
$569K -$295K -2,398 -35%
ST
1284
Smithfield Trust
Pennsylvania
$569K – – –
WOC
1285
West Oak Capital
California
$568K – – –
CB
1286
CNB Bank
Pennsylvania
$568K -$23.6K -192 -4%
CCG
1287
Catalina Capital Group
California
$567K +$1.6K +13 +0.3%
GLA
1288
Great Lakes Advisors
Illinois
$565K +$92.5K +751 +20%
BBWA
1289
Bell & Brown Wealth Advisors
California
$564K +$3.33K +27 +0.6%
PIA
1290
Powell Investment Advisors
Florida
$561K +$3.69K +30 +0.7%
AWM
1291
Angeles Wealth Management
California
$558K +$94K +763 +21%
PCH
1292
PGIM Custom Harvest
New Jersey
$557K +$15.4K +125 +3%
MAM
1293
Morse Asset Management
Connecticut
$556K – – –
BCA
1294
Bay Capital Advisors
Virginia
$555K +$544K +4,414 New
DCM
1295
DGS Capital Management
New Jersey
$554K +$9.48K +77 +2%
IC
1296
Iconiq Capital
California
$553K +$245K +1,992 +83%
IIA
1297
IPG Investment Advisors
California
$550K – – –
AA
1298
Apriem Advisors
California
$550K -$59.1K -480 -10%
GC
1299
GFG Capital
Florida
$549K +$537K +4,363 New
KF
1300
KKM Financial
Illinois
$548K +$228K +1,850 +79%
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