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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
EAM
1001
Eukles Asset Management
Ohio
$518K +$511K +6,664 New
XS
1002
XR Securities
Illinois
$517K +$510K +6,655 New
SIA
1003
Strategic Investment Advisors
Michigan
$515K -$67K -874 -12%
GCC
1004
Game Creek Capital
Massachusetts
$514K -$183K -2,388 -27%
Valeo Financial Advisors
1005
Valeo Financial Advisors
Indiana
$513K -$20.2K -263 -4%
HA
1006
Harbor Advisors
Florida
$513K – – –
Wolverine Asset Management
1007
Wolverine Asset Management
Illinois
$512K -$19.7K -257 -4%
CB
1008
Community Bank
New York
$512K -$8.97K -117 -2%
AIA
1009
Arbor Investment Advisors
North Carolina
$512K +$116K +1,512 +30%
PFBT
1010
Parkside Financial Bank & Trust
Missouri
$510K -$34.9K -455 -6%
DSC
1011
Duncker Streett & Co
Missouri
$510K +$307 +4 +0.1%
CBOR
1012
Community Bank of Raymore
Missouri
$508K – – –
VWA
1013
Visionary Wealth Advisors
Illinois
$508K +$28.1K +367 +6%
FNBOH
1014
First National Bank of Hutchinson
Kansas
$506K +$228K +2,970 +84%
Avidian Wealth Enterprises
1015
Avidian Wealth Enterprises
Texas
$505K +$9.12K +119 +2%
PCS
1016
Personal CFO Solutions
New Jersey
$505K +$20.5K +267 +4%
Douglass Winthrop Advisors
1017
Douglass Winthrop Advisors
New York
$504K +$23.1K +302 +5%
EP Wealth Advisors
1018
EP Wealth Advisors
California
$504K +$47.3K +617 +11%
LDB
1019
Lee, Danner & Bass
Tennessee
$503K – – –
SWA
1020
Stratos Wealth Advisors
Ohio
$499K -$67.3K -878 -12%
Avior Wealth Management
1021
Avior Wealth Management
Nebraska
$498K -$32.3K -422 -6%
Orion Portfolio Solutions
1022
Orion Portfolio Solutions
Nebraska
$498K +$89.2K +1,164 +22%
CHC
1023
City Holding Co
West Virginia
$497K +$414K +5,406 +541%
HM
1024
Harvest Management
New York
$496K +$490K +6,391 New
SCA
1025
Sippican Capital Advisors
Massachusetts
$494K +$488K +6,366 New