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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1351
Aspiriant LLC
California
$250K +$276K +2,861 New
SIM
1352
SSI Investment Management
California
$249K -$11.4K -118 -4%
NSB
1353
Norway Savings Bank
Maine
$249K – – –
AWA
1354
Alta Wealth Advisors
Massachusetts
$248K +$274K +2,838 New
BIP
1355
Blueprint Investment Partners
North Carolina
$246K -$489K -5,072 -64%
ASBI
1356
American State Bank (Iowa)
Iowa
$245K – – –
EFM
1357
E Fund Management
China
$245K -$36K -373 -12%
UF
1358
Univest Financial
Pennsylvania
$245K +$9.07K +94 +3%
CCB
1359
Cutter & Co Brokerage
Missouri
$244K +$269K +2,787 New
RIM
1360
Reliant Investment Management
Tennessee
$244K +$270K +2,795 New
ACM
1361
Avalon Capital Management
California
$242K -$1.25K -13 -0.4%
RT
1362
Rockland Trust
Massachusetts
$242K – – –
PFA
1363
Pathway Financial Advisors
Vermont
$242K +$4.82K +50 +2%
PS
1364
Planned Solutions
California
$241K -$4.82K -50 -2%
RWA
1365
River Wealth Advisors
Pennsylvania
$241K +$302K +3,127 New
SIA
1366
SkyView Investment Advisors
New Jersey
$240K -$156K -1,613 -36%
AFS
1367
Annapolis Financial Services
Maryland
$240K – – –
WCM
1368
Wedge Capital Management
North Carolina
$240K +$20.3K +210 +8%
BP
1369
Broadleaf Partners
Ohio
$238K – – –
DAM
1370
Doheny Asset Management
California
$238K – – –
HWMG
1371
Hurlow Wealth Management Group
Indiana
$238K +$263K +2,725 New
NB
1372
Northwest Bancshares
Pennsylvania
$237K +$57.9K +600 +28%
BFM
1373
Boston Financial Management
Massachusetts
$237K +$261K +2,709 New
NWA
1374
Navis Wealth Advisors
New York
$236K -$28.9K -300 -10%
CFN
1375
Cordasco Financial Network
Florida
$236K – – –
53 54
55
56 57