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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
576
B. Riley Wealth Advisors
Florida
$148K +$144K +6,078 New
MCM
577
Manchester Capital Management
Vermont
$140K +$136K +5,733 New
FLC
578
Francis L. Coolidge
$130K +$126K +5,308 New
CAL
579
Capital Analysts LLC
Pennsylvania
$126K +$123K +5,169 New
Toronto Dominion Bank
580
Toronto Dominion Bank
Ontario, Canada
$113K +$109K +4,600 New
PMAM
581
Picton Mahoney Asset Management
Ontario, Canada
$112K +$109K +4,600 New
HCM
582
Horrell Capital Management
Arkansas
$108K +$48.5K +2,046 New
HPBT
583
High Point Bank & Trust
North Carolina
$106K +$103K +4,325 New
SHWM
584
Smith & Howard Wealth Management
Georgia
$104K +$101K +4,250 New
FHC
585
First Horizon Corporation
Tennessee
$104K +$101K +4,262 New
SF
586
Synovus Financial
Georgia
$94K +$90K +3,795 New
CFS
587
Community Financial System
New York
$92K +$89.6K +3,780 New
RIA
588
Regal Investment Advisors
Michigan
$88K +$85.8K +3,618 New
JFGIW
589
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$78K +$75.8K +3,197 New
1IC
590
1919 Investment Counsel
Maryland
$71K +$68.5K +2,888 New
EWM
591
Edge Wealth Management
New York
$65K +$63K +2,655 New
FHB
592
First Hawaiian Bank
Hawaii
$56K +$54.5K +2,299 New
Envestnet Asset Management
593
Envestnet Asset Management
Illinois
$52K +$50.7K +2,137 New
AFIA
594
America First Investment Advisors
Nebraska
$49K +$47.4K +2,000 New
CRCP
595
Copper Rock Capital Partners
Massachusetts
$49K +$47.4K +2,000 New
FNBSF
596
First National Bank Sioux Falls
South Dakota
$46K +$44.3K +1,870 New
HR
597
Howe & Rusling
New York
$46K +$45.1K +1,902 New
Thrivent Financial for Lutherans
598
Thrivent Financial for Lutherans
Minnesota
$44.3K +$43.1M +1,815,270 New
EWM
599
Evercore Wealth Management
New York
$43K +$42.1K +1,777 New
WOC
600
West Oak Capital
California
$38.1K +$37K +1,560 New