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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
801
Cetera Investment Advisers
Illinois
$267K +$6.96K +147 +3%
PBO
802
Peoples Bank (Ohio)
Ohio
$267K +$7.67K +162 +3%
BTW
803
Boston Trust Walden
Massachusetts
$266K +$5.49K +116 +2%
TH
804
Timber Hill
Connecticut
$266K +$246K +5,200 New
BOM
805
Bank of Marin
California
$264K +$244K +5,163 New
ECG
806
Edge Capital Group
Georgia
$262K -$237 -5 -0.1%
SIC
807
Salem Investment Counselors
North Carolina
$260K
KA
808
Kovack Advisors
Florida
$259K -$61.4K -1,298 -20%
TL
809
TrueWealth LLC
Georgia
$258K +$29.3K +620 +14%
SIA
810
Strategic Investment Advisors
Michigan
$258K +$239K +5,044 New
ZIC
811
ZWJ Investment Counsel
Georgia
$257K +$238K +5,033 New
FMT
812
First Mercantile Trust
Tennessee
$256K -$6.15K -130 -3%
WWM
813
Western Wealth Management
Colorado
$255K -$29.2K -617 -11%
IA
814
IFG Advisors
Missouri
$255K
QCG
815
Quadrant Capital Group
Ohio
$255K +$44.4K +937 +21%
BBWA
816
Bell & Brown Wealth Advisors
California
$254K +$229K +4,840 New
PNC
817
Park National Corp
Ohio
$253K -$23.7K -500 -9%
AAS
818
Avantax Advisory Services
Texas
$253K +$234K +4,949 New
CHAM
819
Clear Harbor Asset Management
Connecticut
$252K -$23.7K -500 -9%
EF
820
Empirical Finance
Pennsylvania
$251K +$233K +4,916 New
BOH
821
Bank of Hawaii
Hawaii
$249K -$2.79K -59 -1%
SWP
822
Strategic Wealth Partners
Ohio
$247K -$238K -5,036 -51%
MGIM
823
M&G Investment Management
United Kingdom
$247K +$229K +4,834 New
CCM
824
Coldstream Capital Management
Washington
$246K +$228K +4,812 New
CIM
825
Confluence Investment Management
Missouri
$245K