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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1701
Bordeaux Wealth Advisors
California
$235K -$13.5K -105 -5%
DMBA
1702
Deseret Mutual Benefit Administrators
Utah
$234K -$21.6K -168 -8%
IPAM
1703
Investment Partners Asset Management
New Jersey
$233K -$1.68K -13 -0.6%
IFA
1704
Interactive Financial Advisors
Illinois
$233K – – –
MIM
1705
Merrion Investment Management
New Jersey
$233K – – –
SAM
1706
Shell Asset Management
Netherlands
$233K -$38.8K -301 -13%
KOC
1707
Koss-Olinger Consulting
Florida
$233K +$257K +1,997 New
MWM
1708
Modern Wealth Management
Kansas
$233K +$21K +163 +9%
AIP
1709
Alexis Investment Partners
Texas
$233K -$157K -1,222 -38%
OPCM
1710
Osborne Partners Capital Management
California
$232K – – –
KWMG
1711
King Wealth Management Group
Florida
$232K +$28.2K +219 +12%
CS
1712
Capital Square
Tennessee
$232K -$14.2K -110 -5%
TA
1713
TruWealth Advisors
Louisiana
$232K +$258 +2 +0.1%
BHIA
1714
Birch Hill Investment Advisors
Massachusetts
$230K -$12.9K -100 -5%
MCP
1715
Mirador Capital Partners
California
$230K +$6.83K +53 +3%
KBFS
1716
Kohmann Bosshard Financial Services
Ohio
$230K -$1.93K -15 -0.8%
BBPWM
1717
Blue Bell Private Wealth Management
Pennsylvania
$229K +$1.29K +10 +0.5%
CWMK
1718
Caliber Wealth Management (Kansas)
Kansas
$228K +$252K +1,955 New
NSB
1719
Norway Savings Bank
Maine
$228K -$8.38K -65 -3%
NPA
1720
Nichols & Pratt Advisers
Massachusetts
$227K – – –
BFA
1721
Beacon Financial Advisory
Ohio
$227K +$31.2K +242 +14%
SFB
1722
STAR Financial Bank
Indiana
$226K -$22.5K -175 -8%
CFG
1723
Clayton Financial Group
Missouri
$226K – – –
VNA
1724
Valley National Advisers
Pennsylvania
$225K +$25.3K +196 +11%
KCM
1725
Kanawha Capital Management
Virginia
$225K +$1.55K +12 +0.6%
67 68
69
70 71