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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
826
Avantax Advisory Services
Texas
$289K +$253K +6,022 New
PL
827
Plancorp LLC
Missouri
$285K +$248K +5,902 New
SIA
828
Strategic Investment Advisors
Michigan
$285K +$248K +5,907 New
DSC
829
Duncker Streett & Co
Missouri
$284K -$33.6K -800 -12%
HB
830
Homrich & Berg
Georgia
$284K +$247K +5,879 New
EWM
831
Evermay Wealth Management
Virginia
$280K -$16.8K -400 -6%
PCM
832
Parsons Capital Management
Rhode Island
$275K +$239K +5,687 New
CCFCSB
833
Cape Cod Five Cents Savings Bank
Massachusetts
$274K -$13.1K -312 -5%
ST
834
Smithfield Trust
Pennsylvania
$274K +$53.8K +1,280 +29%
CFB
835
Cullen/Frost Bankers
Texas
$273K -$27.7K -660 -10%
EW
836
Evoke Wealth
California
$271K +$2.52K +60 +1%
FFBTD
837
First Financial Bank - Trust Division
Ohio
$271K +$235K +5,600 New
HPWM
838
Highland Private Wealth Management
Washington
$270K +$235K +5,598 New
CFGS
839
Concourse Financial Group Securities
Alabama
$269K -$28K -666 -11%
APA
840
American Portfolios Advisors
New York
$267K +$118K +2,808 +103%
PL
841
Perpetual Ltd
Australia
$266K +$231K +5,500 New
WWM
842
Western Wealth Management
Colorado
$265K +$231K +5,494 New
CFG
843
Citizens Financial Group
Rhode Island
$262K -$560K -13,336 -71%
BBA
844
BLB&B Advisors
Pennsylvania
$262K +$227K +5,416 New
PBO
845
Peoples Bank (Ohio)
Ohio
$262K +$228K +5,418 New
SIC
846
Salem Investment Counselors
North Carolina
$261K +$31.7K +755 +16%
BJL
847
Brighton Jones LLC
Washington
$261K +$227K +5,402 New
MC
848
Maverick Capital
Texas
$260K -$2.24M -53,386 -91%
Verition Fund Management
849
Verition Fund Management
Connecticut
$260K +$226K +5,375 New
DWA
850
Douglass Winthrop Advisors
New York
$260K +$226K +5,382 New