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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1501
Waters Parkerson & Co
Louisiana
$356K +$393K +3,050 New
OL
1502
Optas LLC
Texas
$356K -$258 -2 -0.1%
FOA
1503
Five Oceans Advisors
California
$356K +$3.61K +28 +0.9%
MF
1504
Manchester Financial
California
$355K – – –
GD
1505
Grandfield & Dodd
New York
$355K +$515 +4 +0.1%
HI
1506
Harbour Investments
Wisconsin
$354K +$45.6K +354 +13%
WGC
1507
Watts Gwilliam & Co
Arizona
$353K -$6.44K -50 -2%
PWM
1508
Partners Wealth Management
California
$351K – – –
CWM
1509
Circle Wealth Management
New Jersey
$350K – – –
SOAMC
1510
Spirit of America Management Corp
New York
$350K – – –
SWG
1511
Summit Wealth Group
Vermont
$349K +$1.55K +12 +0.4%
NCTC
1512
New Covenant Trust Company
Indiana
$348K -$12.6K -98 -3%
CSB
1513
City State Bank
Iowa
$347K – – –
BFC
1514
Blue Fin Capital
Rhode Island
$346K – – –
PPC
1515
Park Place Capital
Alabama
$346K -$36.7K -285 -9%
NWA
1516
Navis Wealth Advisors
New York
$345K – – –
FIB
1517
First Interstate Bank
Montana
$345K -$6.06K -47 -2%
ACI
1518
Alpha Cubed Investments
California
$344K +$380K +2,950 New
AUB
1519
Atlantic Union Bankshares
Virginia
$344K -$1.03K -8 -0.3%
SMA
1520
Seven Mile Advisory
New Jersey
$344K +$12.4K +96 +3%
BWP
1521
Balboa Wealth Partners
Arizona
$343K -$111K -865 -23%
PFA
1522
Pathway Financial Advisors
Vermont
$342K – – –
ASBI
1523
American State Bank (Iowa)
Iowa
$339K – – –
KSB
1524
Kennebec Savings Bank
Maine
$339K -$515 -4 -0.1%
LSL
1525
Legacy Solutions LLC
Pennsylvania
$336K +$902 +7 +0.2%
59 60
61
62 63