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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NB
1301
NBT Bank
New York
$232K – – –
AL
1302
Aspiriant LLC
California
$232K +$15.5K +184 +7%
AA
1303
Apriem Advisors
California
$232K +$247K +2,936 New
VA
1304
Valmark Advisers
Ohio
$230K -$506 -6 -0.2%
KA
1305
Kozak & Associates
Colorado
$230K +$169 +2 +0.1%
MAM
1306
McLean Asset Management
Virginia
$230K +$1.77K +21 +0.7%
FSA
1307
Fort Sheridan Advisors
Illinois
$230K +$4.38K +52 +2%
WCM
1308
Wedge Capital Management
North Carolina
$230K +$19.7K +234 +9%
LCM
1309
Leisure Capital Management
California
$229K +$2.78K +33 +1%
EFSCE
1310
Enterprise Financial Services Corp (EFSC)
Missouri
$229K +$20.7K +246 +9%
KFGK
1311
Keystone Financial Group (Kentucky)
Kentucky
$228K +$2.95K +35 +1%
GIA
1312
GHP Investment Advisors
Colorado
$228K +$7.33K +87 +3%
BOM
1313
Bank of Marin
California
$227K -$86K -1,020 -26%
MCM
1314
Manchester Capital Management
Vermont
$227K +$30.7K +364 +15%
SWIM
1315
Smallwood Wealth Investment Management
New Jersey
$227K +$243K +2,878 New
NB
1316
Northwest Bancshares
Pennsylvania
$226K +$12.6K +150 +6%
ASBI
1317
American State Bank (Iowa)
Iowa
$226K +$4.38K +52 +2%
JSW
1318
Journey Strategic Wealth
New Jersey
$225K +$239K +2,837 New
NSB
1319
Norway Savings Bank
Maine
$223K – – –
PFA
1320
Pathway Financial Advisors
Vermont
$223K +$253 +3 +0.1%
SIM
1321
SSI Investment Management
California
$223K +$506 +6 +0.2%
FC
1322
Forte Capital
New York
$222K +$237K +2,814 New
DA
1323
Detalus Advisors
Missouri
$221K -$29.4K -349 -11%
SBL
1324
Sargent Bickham Lagudis
Colorado
$220K -$1.85K -22 -0.8%
FAFN
1325
First Affirmative Financial Network
Colorado
$220K +$235K +2,786 New
51 52
53
54 55