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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NSB
1901
Norway Savings Bank
Maine
$333K -$3.17K -19 -1%
ACA
1902
Atlas Capital Advisors
Wyoming
$333K +$313K +1,877 New
PHAM
1903
Palisades Hudson Asset Management
Florida
$333K – – –
OPCM
1904
Osborne Partners Capital Management
California
$333K – – –
TAFW
1905
Tred Avon Family Wealth
Maryland
$333K +$313K +1,874 New
BHIA
1906
Birch Hill Investment Advisors
Massachusetts
$332K – – –
SPC
1907
Spirepoint Private Client
Florida
$332K +$31.2K +187 +11%
LWM
1908
LJI Wealth Management
Indiana
$332K +$43.2K +259 +16%
KWMG
1909
King Wealth Management Group
Florida
$332K -$19.9K -119 -6%
WCM
1910
Wedge Capital Management
North Carolina
$332K -$19.5K -117 -6%
JCM
1911
J2 Capital Management
Michigan
$332K -$22.7K -136 -7%
FFC
1912
Frederick Financial Consultants
Maryland
$331K +$2K +12 +0.6%
MFP
1913
Meramec Financial Planners
Missouri
$331K +$306K +1,837 New
TWP
1914
Tyche Wealth Partners
Texas
$330K +$167 +1 +0.1%
WA
1915
WP Advisors
California
$330K +$18.5K +111 +6%
GIM
1916
Gold Investment Management
Alberta, Canada
$329K – – –
MIC
1917
Means Investment Company
Maine
$328K -$240K -1,440 -44%
BWM
1918
BKM Wealth Management
Wisconsin
$328K – – –
SP
1919
Stonebrook Private
Michigan
$328K +$13.8K +83 +5%
LI
1920
Lafayette Investments
Maryland
$328K +$308K +1,847 New
EW
1921
Expressive Wealth
Illinois
$326K +$306K +1,837 New
OC
1922
Opal Capital
Florida
$326K +$298K +1,786 New
KBFS
1923
Kohmann Bosshard Financial Services
Ohio
$325K -$23.4K -140 -7%
PTFIS
1924
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$325K +$305K +1,828 New
DOA
1925
D'Orazio & Associates
Virginia
$324K +$2.17K +13 +0.7%
75 76
77
78 79