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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1551
Apella Capital
Connecticut
$316K +$365K +2,830 New
BOPW
1552
Brandywine Oak Private Wealth
Pennsylvania
$316K – – –
BCM
1553
Bluefin Capital Management
New York
$315K +$348K +2,700 New
FMTC
1554
Farmers & Merchants Trust Company
California
$315K +$2.32K +18 +0.7%
TWM
1555
Tanager Wealth Management
United Kingdom
$314K +$29.8K +231 +9%
AFC
1556
AFT Forsyth & Company
Florida
$313K – – –
OFS
1557
Orrstown Financial Services
Pennsylvania
$313K -$101K -786 -23%
LA
1558
Lane & Associates
New Jersey
$313K -$26.9K -209 -7%
SIA
1559
SGL Investment Advisors
Montana
$310K +$76.2K +591 +30%
NW
1560
Naviter Wealth
Arkansas
$309K +$10.1K +78 +3%
SIC
1561
Samalin Investment Counsel
New York
$309K -$137K -1,061 -29%
NG
1562
Novem Group
New York
$309K +$82.5K +640 +32%
APW
1563
Austin Private Wealth
Texas
$308K +$10.2K +79 +3%
BWG
1564
Berry Wealth Group
Texas
$307K +$99.5K +772 +42%
CPCM
1565
Cardinal Point Capital Management
Ontario, Canada
$307K -$8.89K -69 -3%
KFS
1566
Kaizen Financial Strategies
California
$305K +$11.1K +86 +3%
CF
1567
Claris Financial
Virginia
$305K – – –
AWS
1568
Aspen Wealth Strategies
Colorado
$304K – – –
SSB
1569
Sandy Spring Bank
Maryland
$303K -$10.7K -83 -3%
BFA
1570
Bragg Financial Advisors
North Carolina
$303K +$258 +2 +0.1%
HWMG
1571
Hurlow Wealth Management Group
Indiana
$303K – – –
FCM
1572
Fourpath Capital Management
Oklahoma
$301K -$106K -821 -24%
AA
1573
Argent Advisors
Louisiana
$300K +$47K +365 +17%
SCP
1574
Sivia Capital Partners
California
$300K -$22.4K -174 -6%
MPM
1575
MBB Public Markets
Illinois
$300K +$331K +2,572 New
61 62
63
64 65