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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PPG
1676
Peak Planning Group
Colorado
$249K – – –
EHC
1677
Everett Harris & Co
California
$249K – – –
GC
1678
Grimes & Company
Massachusetts
$248K +$52.8K +410 +24%
CAL
1679
Capital Advisors Ltd
Ohio
$247K +$2.19K +17 +0.8%
VEA
1680
Virtus ETF Advisers
New York
$245K +$271K +2,100 New
CB
1681
Cadence Bank
Mississippi
$245K +$21K +163 +8%
IGGA
1682
Iron Gate Global Advisors
Utah
$245K +$644 +5 +0.2%
SWM
1683
Silverlake Wealth Management
Vermont
$244K +$8.5K +66 +3%
GEA
1684
Glen Eagle Advisors
New Jersey
$244K -$1.42K -11 -0.5%
FBFS
1685
First Business Financial Services
Wisconsin
$243K +$41.5K +322 +18%
AP
1686
Adero Partners
California
$243K +$16.9K +131 +7%
BWAM
1687
Boyd Watterson Asset Management
Ohio
$243K -$387 -3 -0.1%
BCM
1688
Brown Capital Management
Maryland
$241K -$144K -1,121 -35%
IP
1689
Investment Partners
Ohio
$241K +$387 +3 +0.1%
SW
1690
SMART Wealth
Nebraska
$241K +$266K +2,062 New
SWIM
1691
Smallwood Wealth Investment Management
New Jersey
$240K -$129 -1 -0%
NSAM
1692
North Star Asset Management
Wisconsin
$240K -$2.58K -20 -1%
KFA
1693
Krane Funds Advisors
New York
$240K +$23.8K +185 +10%
EFG
1694
Ethos Financial Group
Pennsylvania
$239K – – –
LC
1695
LCNB Corp
Ohio
$239K – – –
FM
1696
Family Management
New York
$239K +$12.9K +100 +5%
GWANC
1697
Guardian Wealth Advisors (North Carolina)
North Carolina
$239K -$2.19K -17 -0.8%
BWM
1698
BKM Wealth Management
Wisconsin
$238K -$129 -1 -0%
LWIC
1699
Leith Wheeler Investment Counsel
British Columbia, Canada
$238K +$262K +2,036 New
LFP
1700
Leeward Financial Partners
Washington
$237K +$261K +2,029 New
66 67
68
69 70