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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CB
1401
CNB Bank
Pennsylvania
$818K -$24.7K -148 -3%
CA
1402
Continuum Advisory
Idaho
$815K -$77.7K -466 -9%
ACA
1403
Arsenal Capital Advisors
Pennsylvania
$814K +$765K +4,586 New
HFM
1404
Harvest Fund Management
China
$814K +$504K +3,022 +193%
AWA
1405
Alta Wealth Advisors
Massachusetts
$813K +$422K +2,532 +124%
PIA
1406
Powell Investment Advisors
Florida
$813K +$4.5K +27 +0.6%
JRPIM
1407
Journey Retirement Planning & Investment Management
Idaho
$812K +$763K +4,572 New
BBWA
1408
Bell & Brown Wealth Advisors
California
$811K +$2.67K +16 +0.4%
TWM
1409
Trueblood Wealth Management
Ohio
$810K +$135K +809 +22%
MSFS
1410
Main Street Financial Solutions
Pennsylvania
$810K -$1.12M -6,723 -60%
SOAM
1411
SBI Okasan Asset Management
Japan
$810K +$751K +4,500 New
RIG
1412
Renaissance Investment Group
Massachusetts
$808K – – –
WSA
1413
Wealth Science Advisors
Georgia
$807K +$758K +4,545 New
MFWP
1414
Mosaic Family Wealth Partners
Missouri
$807K -$1K -6 -0.1%
ACM
1415
Arcataur Capital Management
Wisconsin
$805K -$2.5K -15 -0.3%
CIC
1416
Chase Investment Counsel
Virginia
$804K – – –
PCG
1417
Prosperity Consulting Group
Maryland
$804K +$40.7K +244 +6%
HI
1418
Harbour Investments
Wisconsin
$804K +$83.4K +500 +12%
BWG
1419
Beta Wealth Group
California
$802K -$33K -198 -4%
ERIC
1420
Eagle Rock Investment Company
Georgia
$799K -$250K -1,500 -25%
UBV
1421
United Bank (Virginia)
Virginia
$799K – – –
SPW
1422
Signet Private Wealth
Illinois
$797K +$749K +4,488 New
ACG
1423
Allen Capital Group
Nebraska
$796K +$24.4K +146 +3%
RC
1424
Roundview Capital
New Jersey
$796K -$10.7K -64 -1%
LC
1425
Lavaca Capital
Texas
$796K +$4.5K +27 +0.6%
55 56
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