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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
RPC
1001
Rossmore Private Capital
Connecticut
$330K
PNC
1002
Park National Corp
Ohio
$329K +$3.16K +55 +1%
CCC
1003
Chelsea Counsel Company
California
$327K +$274K +4,776 New
CG
1004
Colony Group
Massachusetts
$326K +$9.98K +174 +4%
VCM
1005
Vivaldi Capital Management
Illinois
$324K -$113K -1,976 -29%
FCFC
1006
First Citizens Financial Corp
Iowa
$322K +$25.5K +444 +10%
EHWM
1007
Eads & Heald Wealth Management
Georgia
$321K +$16.4K +285 +6%
FFG
1008
Frisch Financial Group
New York
$321K +$269K +4,682 New
KPW
1009
Kore Private Wealth
New York
$320K +$268K +4,666 New
CHAM
1010
Clear Harbor Asset Management
Connecticut
$319K -$14.3K -250 -5%
NSIM
1011
North Star Investment Management
Illinois
$317K -$2.29K -40 -0.9%
SWMG
1012
Strategic Wealth Management Group
Maryland
$316K +$19.6K +341 +8%
PPP
1013
Private Portfolio Partners
New Jersey
$316K +$1.38K +24 +0.5%
AF
1014
Advisornet Financial
Minnesota
$314K
EWG
1015
Executive Wealth Group
Washington
$313K +$1.61K +28 +0.6%
AC
1016
Avestar Capital
New York
$313K +$262K +4,565 New
PAMP
1017
Polar Asset Management Partners
Ontario, Canada
$312K +$23.4K +407 +10%
OFS
1018
OneAscent Financial Services
Alabama
$311K -$240K -4,182 -48%
GA
1019
Geller Advisors
New York
$310K +$142K +2,481 New
STA
1020
Summit Trail Advisors
New York
$309K +$259K +4,512 New
EP
1021
Eudaimonia Partners
Tennessee
$307K +$115 +2 +0%
Vanguard Capital Wealth Advisors
1022
Vanguard Capital Wealth Advisors
Colorado
$305K +$258K +4,503 New
MWM
1023
Maltin Wealth Management
New Jersey
$304K +$254K +4,433 New
MFG
1024
MidWestOne Financial Group
Iowa
$303K
SB
1025
Sunflower Bank
Texas
$303K +$253K +4,411 New