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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1276
Patriot Financial Group Insurance Agency
Massachusetts
$764K -$591 -4 -0.1%
OIM
1277
Orca Investment Management
Oregon
$762K – – –
AWM
1278
Aprio Wealth Management
Georgia
$762K +$118K +797 +20%
TBT
1279
Texas Bank & Trust
Texas
$760K – – –
CB
1280
CNB Bank
Pennsylvania
$756K +$64.2K +435 +10%
FIB
1281
First Interstate Bank
Montana
$756K +$266K +1,800 +61%
ISFAN
1282
Investor's Fiduciary Advisor Network
Washington
$755K -$5.02K -34 -0.7%
NHT
1283
New Hampshire Trust
New Hampshire
$752K +$170K +1,149 +32%
CCA
1284
Coign Capital Advisors
Utah
$751K -$33.1K -224 -5%
CGL
1285
Clarius Group LLC
Washington
$750K -$1.05M -7,130 -60%
BWG
1286
Beta Wealth Group
California
$750K +$160K +1,085 +30%
EI
1287
Ellevest Inc
New York
$750K +$218K +1,473 +45%
SWA
1288
Sax Wealth Advisors
New Jersey
$746K +$89.6K +607 +15%
FFG
1289
Fortem Financial Group
California
$744K +$4.58K +31 +0.7%
DIP
1290
DT Investment Partners
Pennsylvania
$743K – – –
SFG
1291
Sovereign Financial Group
Connecticut
$738K +$17.6K +119 +3%
LNB
1292
Ledyard National Bank
$738K -$11.8K -80 -2%
WCM
1293
Washburn Capital Management
Florida
$738K -$126K -854 -16%
WH
1294
Willner & Heller
California
$736K -$5.61K -38 -0.8%
MFWP
1295
Mosaic Family Wealth Partners
Missouri
$733K -$5.46K -37 -0.8%
I2I
1296
Insight 2811 Inc
Illinois
$733K +$2.07K +14 +0.3%
AIM
1297
Advyzon Investment Management
Illinois
$730K +$118K +798 +21%
RSWM
1298
Robertson Stephens Wealth Management
California
$729K -$114K -770 -14%
WI
1299
WrapManager Inc
California
$728K -$149K -1,007 -18%
FAT
1300
First American Trust
California
$726K +$65.4K +443 +11%
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