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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IPAM
1326
Investment Partners Asset Management
New Jersey
$312K +$292K +3,313 New
JCM
1327
Jacobi Capital Management
Pennsylvania
$311K +$68.3K +775 +31%
WTC
1328
WhitTier Trust Company
Nevada
$310K +$122K +1,391 +73%
AF
1329
Apexium Financial
Texas
$306K -$73.3K -832 -20%
CIC
1330
Crawford Investment Counsel
Georgia
$305K -$8.37K -95 -3%
GPA
1331
Guerra Pan Advisors
New Jersey
$305K – – –
JWM
1332
JGP Wealth Management
Oregon
$305K -$4.67K -53 -2%
WGC
1333
Watts Gwilliam & Co
Arizona
$304K +$269K +3,055 New
FA
1334
Fiducient Advisors
Illinois
$303K -$8.72K -99 -3%
OL
1335
OneFund LLC
Florida
$302K -$10.3K -117 -4%
EB
1336
Eastern Bank
Massachusetts
$301K -$66.6K -756 -19%
NWA
1337
Navis Wealth Advisors
New York
$298K +$12.6K +143 +5%
FAFN
1338
First Affirmative Financial Network
Colorado
$298K -$14.1K -160 -5%
TC
1339
Trilogy Capital
California
$297K +$4.4K +50 +2%
MCM
1340
Manchester Capital Management
Vermont
$295K +$17.8K +202 +7%
FMTC
1341
Farmers & Merchants Trust Company
California
$295K +$10.3K +117 +4%
CA
1342
Continuum Advisory
Idaho
$294K -$135K -1,534 -34%
SCM
1343
SOL Capital Management
Maryland
$294K – – –
NB
1344
Northwest Bancshares
Pennsylvania
$294K +$66K +749 +32%
FIB
1345
First Interstate Bank
Montana
$291K -$881 -10 -0.3%
DJSG
1346
D.J. St. Germain
Massachusetts
$291K +$40.7K +462 +18%
WAG
1347
Wallace Advisory Group
California
$291K +$15.8K +179 +6%
TWM
1348
Trueblood Wealth Management
Ohio
$290K – – –
NCTC
1349
New Covenant Trust Company
Indiana
$290K +$271K +3,079 New
CBFP
1350
Cedar Brook Financial Partners
Ohio
$290K -$36.3K -412 -12%
52 53
54
55 56