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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FFBTD
776
First Financial Bank - Trust Division
Ohio
$257K -$1.22K -25 -0.4%
PL
777
Perpetual Ltd
Australia
$256K
CIC
778
Crawford Investment Counsel
Georgia
$254K -$2.15K -44 -0.8%
BBHC
779
Brown Brothers Harriman & Co
New York
$254K +$69.8K +1,430 +36%
PWAG
780
Polaris Wealth Advisory Group
California
$251K -$24.2M -494,822 -99%
SFA
781
Sequoia Financial Advisors
Ohio
$250K
IWM
782
IHT Wealth Management
Illinois
$249K +$15.6K +320 +6%
BSA
783
Braun Stacey Associates
New York
$246K -$12.2K -250 -5%
BTW
784
Boston Trust Walden
Massachusetts
$246K
JGIA
785
Jackson Grant Investment Advisers
Connecticut
$243K +$1.56K +32 +0.6%
CAW
786
Cornerstone Advisors (Washington)
Washington
$242K +$14.4K +295 +6%
BAM
787
Berkshire Asset Management
Pennsylvania
$241K
EWM
788
Evermay Wealth Management
Virginia
$241K
VFA
789
Voya Financial Advisors
Connecticut
$238K -$75.9K -1,554 -24%
FG
790
Fiduciary Group
Georgia
$238K
LPC
791
Loeb Partners Corp
New York
$238K
SS
792
Sunbelt Securities
Texas
$238K +$17.7K +363 +8%
CG
793
Colony Group
Massachusetts
$237K -$28.3K -579 -10%
CAPTRUST Financial Advisors
794
CAPTRUST Financial Advisors
North Carolina
$237K +$24.7K +506 +11%
RWA
795
Redhawk Wealth Advisors
Minnesota
$237K +$248K +5,088 New
AWM
796
Avior Wealth Management
Nebraska
$236K +$17.1K +350 +7%
AWE
797
Avidian Wealth Enterprises
Texas
$234K +$2.25K +46 +0.9%
AAM
798
American Asset Management
Florida
$233K -$44.5K -912 -15%
SFP
799
Shepherd Financial Partners
Massachusetts
$233K
WP
800
WMS Partners
Maryland
$232K