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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
T
901
TRUADVICE
Florida
$243K +$251K +4,987 New
IA
902
IFG Advisors
Missouri
$242K
SYBT
903
Stock Yards Bank & Trust
Kentucky
$241K -$7.81K -155 -3%
OPS
904
Orion Portfolio Solutions
Nebraska
$239K +$19.5K +387 +8%
QCG
905
Quadrant Capital Group
Ohio
$239K +$20.5K +406 +9%
CHAM
906
Clear Harbor Asset Management
Connecticut
$237K
Loomis, Sayles & Company
907
Loomis, Sayles & Company
Massachusetts
$234K +$220K +4,366 +915%
RPC
908
Rossmore Private Capital
Connecticut
$233K
PWM
909
Perigon Wealth Management
California
$232K +$16K +318 +7%
XS
910
XR Securities
Illinois
$232K +$241K +4,789 New
PNC
911
Park National Corp
Ohio
$229K -$5.04K -100 -2%
PHS
912
Pekin Hardy Strauss
Illinois
$229K +$15.1K +300 +7%
IWC
913
Integrated Wealth Concepts
Massachusetts
$228K -$10.9K -217 -4%
AFP
914
Ausdal Financial Partners
Iowa
$228K +$238K +4,721 New
NSIM
915
North Star Investment Management
Illinois
$226K
PVWM
916
Point View Wealth Management
New Jersey
$225K +$12K +239 +5%
CG
917
Colony Group
Massachusetts
$222K -$3.02K -60 -1%
AF
918
Advisornet Financial
Minnesota
$222K +$5.74K +114 +3%
PPP
919
Private Portfolio Partners
New Jersey
$222K +$3.58K +71 +2%
EWG
920
Executive Wealth Group
Washington
$220K +$1.56K +31 +0.7%
EP
921
Eudaimonia Partners
Tennessee
$217K +$18.4K +366 +9%
RCAG
922
Rehmann Capital Advisory Group
Michigan
$217K +$10.5K +209 +5%
CIA
923
CSat Investment Advisory
Michigan
$214K -$218K -4,330 -50%
MFG
924
MidWestOne Financial Group
Iowa
$214K +$222K +4,416 New
EHWM
925
Eads & Heald Wealth Management
Georgia
$212K +$221K +4,395 New