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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
926
CSat Investment Advisory
Michigan
$214K -$218K -4,330 -50%
MFG
927
MidWestOne Financial Group
Iowa
$214K +$222K +4,416 New
EHWM
928
Eads & Heald Wealth Management
Georgia
$212K +$221K +4,395 New
CFN
929
Cordasco Financial Network
Florida
$211K +$15K +297 +7%
NIM
930
NuWave Investment Management
New Jersey
$211K +$219K +4,340 +14,467%
MA
931
Montag & Associates
Georgia
$209K -$11.5K -228 -5%
Cohen & Steers
932
Cohen & Steers
New York
$208K – – –
GWM
933
Greenwich Wealth Management
Connecticut
$207K -$1.86K -37 -0.9%
IWM
934
IHT Wealth Management
Illinois
$207K +$216K +4,278 New
FCFC
935
First Citizens Financial Corp
Iowa
$206K – – –
SWMG
936
Strategic Wealth Management Group
Maryland
$206K +$1.16K +23 +0.5%
OIA
937
OneDigital Investment Advisors
Kansas
$205K -$3.43K -68 -2%
CFG
938
Citizens Financial Group
Rhode Island
$204K -$58.3K -1,158 -21%
BB
939
Berkshire Bank
Massachusetts
$204K +$212K +4,218 New
VIA
940
Vantis Investment Advisers
Florida
$203K +$212K +4,200 New
BMM
941
Buffington Mohr McNeal
Idaho
$201K -$101K -2,000 -33%
PAMP
942
Polar Asset Management Partners
Ontario, Canada
$201K +$209K +4,148 New
KA
943
KLCM Advisors
Wisconsin
$201K +$210K +4,167 New
VFA
944
Valeo Financial Advisors
Indiana
$198K -$111K -2,197 -35%
HPC
945
HM Payson & Co
Maine
$197K -$40.6K -806 -16%
NHC
946
Nicholas Hoffman & Company
Georgia
$186K +$194K +3,844 New
GWM
947
Geneos Wealth Management
Colorado
$182K -$44.7K -887 -19%
HBT
948
Hills Bank & Trust
Iowa
$180K +$188K +3,737 New
CF
949
Centaurus Financial
California
$178K +$185K +3,678 New
KPCM
950
Kings Point Capital Management
New York
$175K -$150K -2,972 -45%