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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MF
1501
Manchester Financial
California
$355K – – –
GD
1502
Grandfield & Dodd
New York
$355K +$515 +4 +0.1%
HI
1503
Harbour Investments
Wisconsin
$354K +$45.6K +354 +13%
WGC
1504
Watts Gwilliam & Co
Arizona
$353K -$6.44K -50 -2%
PWM
1505
Partners Wealth Management
California
$351K – – –
CWM
1506
Circle Wealth Management
New Jersey
$350K – – –
SOAMC
1507
Spirit of America Management Corp
New York
$350K – – –
SWG
1508
Summit Wealth Group
Vermont
$349K +$1.55K +12 +0.4%
NCTC
1509
New Covenant Trust Company
Indiana
$348K -$12.6K -98 -3%
CSB
1510
City State Bank
Iowa
$347K – – –
BFC
1511
Blue Fin Capital
Rhode Island
$346K – – –
PPC
1512
Park Place Capital
Alabama
$346K -$36.7K -285 -9%
NWA
1513
Navis Wealth Advisors
New York
$345K – – –
FIB
1514
First Interstate Bank
Montana
$345K -$6.06K -47 -2%
ACI
1515
Alpha Cubed Investments
California
$344K +$380K +2,950 New
AUB
1516
Atlantic Union Bankshares
Virginia
$344K -$1.03K -8 -0.3%
SMA
1517
Seven Mile Advisory
New Jersey
$344K +$12.4K +96 +3%
BWP
1518
Balboa Wealth Partners
Arizona
$343K -$111K -865 -23%
PFA
1519
Pathway Financial Advisors
Vermont
$342K – – –
ASBI
1520
American State Bank (Iowa)
Iowa
$339K – – –
KSB
1521
Kennebec Savings Bank
Maine
$339K -$515 -4 -0.1%
LSL
1522
Legacy Solutions LLC
Pennsylvania
$336K +$902 +7 +0.2%
OCBCO
1523
Oversea-Chinese Banking Corp (OCBC)
Singapore
$335K +$129K +1,002 +54%
CA
1524
CoreCap Advisors
Michigan
$334K +$47.9K +372 +15%
IIM
1525
Ipswich Investment Management
Massachusetts
$333K – – –
59 60
61
62 63