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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1626
Monterey Private Wealth
California
$277K – – –
DFCM
1627
Dark Forest Capital Management
Puerto Rico
$277K -$255K -2,068 -48%
MHC
1628
May Hill Capital
Massachusetts
$277K +$272K +2,205 New
GIM
1629
Groesbeck Investment Management
New Jersey
$277K – – –
CT
1630
Chicago Trust
Illinois
$277K -$17.4K -141 -6%
CC
1631
Callan Capital
California
$277K -$124K -1,005 -31%
NHT
1632
New Hampshire Trust
New Hampshire
$275K +$5.91K +48 +2%
LGG
1633
Luts & Greenleigh Group
Maryland
$275K +$3.69K +30 +1%
CA
1634
Cornerstone Advisory
Maryland
$274K -$85.5K -694 -26%
DMBA
1635
Deseret Mutual Benefit Administrators
Utah
$273K -$19.6K -159 -7%
BFA
1636
Beaumont Financial Advisors
Massachusetts
$272K -$3.08K -25 -1%
CCFM
1637
Clear Creek Financial Management
Washington
$271K -$10.7K -87 -4%
SGI
1638
Summit Global Investments
Utah
$270K -$1.35M -10,957 -84%
FC
1639
Fairscale Capital
New Hampshire
$270K – – –
HWM
1640
Hemington Wealth Management
Virginia
$269K +$12.3K +100 +5%
PPG
1641
Peak Planning Group
Colorado
$268K – – –
EHC
1642
Everett Harris & Co
California
$268K -$11.9K -97 -4%
SIA
1643
SGL Investment Advisors
Montana
$268K +$241K +1,954 New
JFGIW
1644
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$267K +$70.1K +569 +42%
FIC
1645
FCG Investment Company
Tennessee
$267K – – –
JCM
1646
Jacobsen Capital Management
Utah
$267K -$369 -3 -0.1%
BWA
1647
Bordeaux Wealth Advisors
California
$266K -$46.6K -378 -15%
WPW
1648
Warther Private Wealth
Ohio
$266K – – –
SFB
1649
STAR Financial Bank
Indiana
$266K -$283K -2,295 -52%
OWP
1650
Obermeyer Wealth Partners
Colorado
$265K +$6.65K +54 +3%
64 65
66
67 68