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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AFS
1376
Annapolis Financial Services
Maryland
$269K – – –
CA
1377
Continuum Advisory
Idaho
$269K +$7.57K +76 +3%
FAG
1378
Fortitude Advisory Group
Washington
$269K +$273K +2,737 New
JIC
1379
Johnson Investment Counsel
Ohio
$268K -$2.19K -22 -0.8%
DAM
1380
Doheny Asset Management
California
$268K – – –
BP
1381
Broadleaf Partners
Ohio
$267K – – –
PMG
1382
ProVise Management Group
Florida
$266K -$9.26K -93 -3%
CAM
1383
Cozad Asset Management
Illinois
$266K – – –
UF
1384
Univest Financial
Pennsylvania
$266K +$15.5K +156 +6%
CFN
1385
Cordasco Financial Network
Florida
$265K – – –
RC
1386
Reik & Co
New York
$265K – – –
BHIA
1387
Birch Hill Investment Advisors
Massachusetts
$265K +$45.8K +460 +21%
LAM
1388
L2 Asset Management
Massachusetts
$264K +$268K +2,690 New
ACA
1389
Atlas Capital Advisors
Wyoming
$263K -$18.2K -183 -6%
WAM
1390
Weatherly Asset Management
California
$263K – – –
HI
1391
Harrington Investments
California
$263K +$24.9K +250 +10%
JSW
1392
Journey Strategic Wealth
New Jersey
$263K +$267K +2,679 New
AAMC
1393
Asset Allocation & Management Company
Illinois
$261K +$265K +2,660 New
CCFM
1394
Clear Creek Financial Management
Washington
$260K +$14.9K +150 +6%
PIA
1395
Powell Investment Advisors
Florida
$259K +$1.79K +18 +0.7%
BAM
1396
Blueshift Asset Management
New Jersey
$258K -$2.67M -26,831 -91%
OC
1397
Oakworth Capital
Alabama
$258K +$29.9K +300 +13%
BFO
1398
Biltmore Family Office
North Carolina
$258K +$262K +2,626 New
WTB
1399
Washington Trust Bank
Washington
$257K -$4.73M -47,452 -95%
FPWM
1400
FSB Premier Wealth Management
Iowa
$257K +$262K +2,628 New
54 55
56
57 58