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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RYIA
1551
Roehl & Yi Investment Advisors
Oregon
$441K +$738 +5 +0.2%
GC
1552
Grimes & Company
Massachusetts
$441K -$18K -122 -4%
CPBTD
1553
Central Pacific Bank - Trust Division
Hawaii
$440K -$63.9K -433 -14%
LIA
1554
LBMC Investment Advisors
Tennessee
$439K +$408K +2,764 New
SPWM
1555
Spartan Planning & Wealth Management
North Carolina
$436K -$5.32K -36 -1%
CCM
1556
Charter Capital Management
Wisconsin
$435K – – –
EA
1557
Ellsworth Advisors
Ohio
$433K +$37.1K +251 +10%
BP
1558
Broadleaf Partners
Ohio
$432K – – –
BOPW
1559
Brandywine Oak Private Wealth
Pennsylvania
$428K – – –
OC
1560
Oakworth Capital
Alabama
$427K – – –
AFC
1561
AFT Forsyth & Company
Florida
$427K – – –
AWA
1562
Amplius Wealth Advisors
Pennsylvania
$426K -$186K -1,262 -32%
CP
1563
Castleview Partners
Texas
$426K -$44.4K -301 -10%
RA
1564
Rockingstone Advisors
Massachusetts
$426K – – –
EFSCE
1565
Enterprise Financial Services Corp (EFSC)
Missouri
$426K -$738 -5 -0.2%
ACM
1566
Ashford Capital Management
Delaware
$424K – – –
AT
1567
American Trust
Kentucky
$424K +$114K +770 +41%
UAG
1568
United Advisor Group
Ohio
$423K +$392K +2,658 New
MWPCG
1569
Measured Wealth Private Client Group
New Hampshire
$422K -$39K -264 -9%
PWM
1570
Pines Wealth Management
North Carolina
$422K +$20.4K +138 +5%
SCP
1571
Sivia Capital Partners
California
$419K +$10.5K +71 +3%
CCFM
1572
Clear Creek Financial Management
Washington
$416K +$9.45K +64 +3%
CNB
1573
Camden National Bank
Maine
$414K -$9.6K -65 -2%
CPW
1574
Cove Private Wealth
New York
$414K – – –
FG
1575
Fiduciary Group
Georgia
$414K +$385K +2,605 New
61 62
63
64 65