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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWA
1376
Primoris Wealth Advisors
Florida
$229K +$230K +2,693 New
AA
1377
Argent Advisors
Louisiana
$228K – – –
WCM
1378
Wedge Capital Management
North Carolina
$227K -$20.8K -244 -8%
ABC
1379
Associated Banc-Corp
Wisconsin
$227K -$79.2K -929 -26%
FFN
1380
Focus Financial Network
Minnesota
$226K -$106K -1,246 -32%
JSW
1381
Journey Strategic Wealth
New Jersey
$226K -$14.9K -175 -6%
WSCM
1382
Wellington Shields Capital Management
New York
$224K +$2.56K +30 +1%
HWMG
1383
Hurlow Wealth Management Group
Indiana
$224K -$1.79K -21 -0.8%
BSB
1384
Bangor Savings Bank
Maine
$221K +$9.89K +116 +5%
CA
1385
Clearstead Advisors
Ohio
$221K -$82.2K -965 -27%
WG
1386
Welch Group
Alabama
$220K +$221K +2,588 New
WWM
1387
Windsor Wealth Management
Indiana
$220K +$214K +2,512 New
HWM
1388
Hemington Wealth Management
Virginia
$220K +$221K +2,598 New
EFM
1389
E Fund Management
China
$219K -$16.5K -194 -7%
PK
1390
Pflug Koory
Nebraska
$218K – – –
SGI
1391
Summit Global Investments
Utah
$218K – – –
PCMC
1392
Private Capital Management (Colorado)
Colorado
$218K -$52.8K -620 -19%
SMA
1393
Sage Mountain Advisors
Georgia
$217K +$218K +2,558 New
AMBIA
1394
Allen Mooney & Barnes Investment Advisors
Georgia
$216K +$256 +3 +0.1%
MAG
1395
Mayfair Advisory Group
Alabama
$216K +$210K +2,467 New
ICP
1396
Interchange Capital Partners
Pennsylvania
$216K -$106K -1,249 -33%
KC
1397
Kingfisher Capital
North Carolina
$216K – – –
HWM
1398
Horizon Wealth Management
Illinois
$216K -$98.4K -1,155 -31%
ES
1399
Eagle Strategies
New York
$215K +$216K +2,532 New
CT
1400
Chicago Trust
Illinois
$214K -$11.5K -135 -5%
54 55
56
57 58