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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCA
1476
Pallas Capital Advisors
Massachusetts
$228K +$214K +2,426 New
HCM
1477
Hall Capital Management
Rhode Island
$228K – – –
PK
1478
Pflug Koory
Nebraska
$228K – – –
BTW
1479
Boston Trust Walden
Massachusetts
$228K – – –
ICP
1480
Interchange Capital Partners
Pennsylvania
$227K -$9.86K -112 -4%
BSB
1481
Bangor Savings Bank
Maine
$227K – – –
DWG
1482
Darden Wealth Group
Michigan
$226K – – –
WB
1483
Webster Bank
Connecticut
$225K -$18.3K -208 -8%
RWA
1484
River Wealth Advisors
Pennsylvania
$225K -$6.87K -78 -3%
IWA
1485
IVC Wealth Advisors
Pennsylvania
$225K +$1.23K +14 +0.6%
FFN
1486
Focus Financial Network
Minnesota
$224K -$807K -9,160 -79%
EA
1487
Ellsworth Advisors
Ohio
$224K -$4.67K -53 -2%
AT
1488
American Trust
Kentucky
$223K -$46.5K -528 -18%
WAP
1489
Wealthcare Advisory Partners
Pennsylvania
$223K +$209K +2,371 New
HWM
1490
Horizon Wealth Management
Illinois
$223K +$7.4K +84 +4%
SAM
1491
Shell Asset Management
Netherlands
$223K -$138K -1,568 -41%
AIA
1492
Angeles Investment Advisors
California
$222K -$7.4K -84 -3%
AWA
1493
Alta Wealth Advisors
Massachusetts
$222K +$208K +2,360 New
PL
1494
Plancorp LLC
Missouri
$221K +$9.07K +103 +5%
KF
1495
KKM Financial
Illinois
$221K – – –
AA
1496
Argent Advisors
Louisiana
$220K -$29.9K -340 -13%
NDSI
1497
Newman Dignan & Sheerar Inc
Rhode Island
$219K – – –
MBTD
1498
Mechanics Bank - Trust Department
California
$219K +$15.3K +174 +8%
FAM
1499
Formidable Asset Management
Ohio
$218K +$7.4K +84 +4%
AMBIA
1500
Allen Mooney & Barnes Investment Advisors
Georgia
$217K +$969 +11 +0.4%
58 59
60
61 62