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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1476
Taika Capital
Florida
$370K +$363K +2,945 New
PFA
1477
Pathway Financial Advisors
Vermont
$368K – – –
FC
1478
Fulcrum Capital
Washington
$367K – – –
KA
1479
Klingman & Associates
New York
$366K +$60.6K +492 +20%
ASBI
1480
American State Bank (Iowa)
Iowa
$366K – – –
MAM
1481
McLean Asset Management
Virginia
$364K +$6.53K +53 +2%
FA
1482
Fiducient Advisors
Illinois
$364K +$8.62K +70 +2%
CNB
1483
Camden National Bank
Maine
$363K -$192K -1,561 -35%
TWM
1484
TCFG Wealth Management
California
$362K -$15.3K -124 -4%
LSL
1485
Legacy Solutions LLC
Pennsylvania
$361K +$353K +2,870 New
WTC
1486
WhitTier Trust Company
Nevada
$361K +$152K +1,231 +75%
KSB
1487
Kennebec Savings Bank
Maine
$361K +$9.98K +81 +3%
ABC
1488
Associated Banc-Corp
Wisconsin
$359K -$11.9K -97 -3%
BCP
1489
Berkeley Capital Partners
Georgia
$359K -$1.52M -12,336 -81%
IIM
1490
Ipswich Investment Management
Massachusetts
$359K – – –
SMA
1491
Seven Mile Advisory
New Jersey
$358K -$11.3K -92 -3%
BAS
1492
Breakthru Advisory Services
Wisconsin
$357K +$350K +2,840 New
ONGA
1493
O'Neil Global Advisors
California
$357K -$635K -5,158 -64%
AWM
1494
Ariadne Wealth Management
California
$357K – – –
OCM
1495
Objective Capital Management
Ohio
$356K -$29.2K -237 -8%
IWP
1496
Invenio Wealth Partners
Florida
$355K +$5.42K +44 +2%
CM
1497
Cercano Management
Washington
$354K – – –
ANBT
1498
American National Bank & Trust
Texas
$353K -$66.3K -538 -16%
S
1499
Sunpointe
Missouri
$350K +$3.33K +27 +1%
LEA
1500
Legacy Edge Advisors
New York
$350K +$17.7K +144 +5%
58 59
60
61 62