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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1401
Hemington Wealth Management
Virginia
$223K -$5.23K -56 -2%
LAM
1402
Lifestyle Asset Management
Texas
$222K +$236K +2,530 New
DAM
1403
Doheny Asset Management
California
$222K -$18.9K -203 -7%
BSB
1404
Bangor Savings Bank
Maine
$222K -$7.28K -78 -3%
FZCM
1405
Flynn Zito Capital Management
New York
$221K +$235K +2,521 New
EFG
1406
Ethos Financial Group
Pennsylvania
$221K +$234K +2,512 New
BOPW
1407
Brandywine Oak Private Wealth
Pennsylvania
$220K – – –
HCM
1408
Highlander Capital Management
New Jersey
$220K – – –
FMTC
1409
Farmers & Merchants Trust Company
California
$220K +$233K +2,501 New
BMO
1410
Beck Mack & Oliver
New York
$220K – – –
GC
1411
Gruss & Co
Florida
$220K +$233K +2,500 New
OFG
1412
Oxford Financial Group
Indiana
$219K +$233K +2,497 New
PK
1413
Pflug Koory
Nebraska
$219K -$7K -75 -3%
HCM
1414
Hall Capital Management
Rhode Island
$219K – – –
DMBA
1415
Deseret Mutual Benefit Administrators
Utah
$217K +$3.64K +39 +2%
SIA
1416
Soltis Investment Advisors
Utah
$216K +$3.17K +34 +1%
CT
1417
Chicago Trust
Illinois
$215K -$5.79K -62 -2%
HPM
1418
Hoxton Planning & Management
West Virginia
$215K -$2.61K -28 -1%
EFM
1419
E Fund Management
China
$214K -$13.2K -141 -5%
MAG
1420
Mayfair Advisory Group
Alabama
$214K – – –
RW
1421
REDW Wealth
New Mexico
$214K – – –
PWA
1422
Primoris Wealth Advisors
Florida
$213K -$24.6K -264 -10%
BTW
1423
Boston Trust Walden
Massachusetts
$213K – – –
AMBIA
1424
Allen Mooney & Barnes Investment Advisors
Georgia
$212K -$11.9K -127 -5%
JFGIW
1425
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$211K +$6.44K +69 +3%
55 56
57
58 59