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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
PBO
1051
Peoples Bank (Ohio)
Ohio
$434K -$6.51K -85 -1%
1WA
1052
180 Wealth Advisors
Washington
$433K -$18.7K -244 -5%
Eastern Bank
1053
Eastern Bank
Massachusetts
$433K +$10.1K +132 +2%
FFG
1054
Frisch Financial Group
New York
$433K +$68.6K +895 +19%
KPW
1055
Kore Private Wealth
New York
$432K +$68.5K +894 +19%
Krane Funds Advisors
1056
Krane Funds Advisors
New York
$431K +$426K +5,552 New
CTI
1057
Community Trust & Investment
Kentucky
$430K +$190K +2,481 +81%
Great Valley Advisor Group
1058
Great Valley Advisor Group
Delaware
$429K -$11.3K -148 -3%
Nicholas Hoffman & Company
1059
Nicholas Hoffman & Company
Georgia
$426K -$27.6K -360 -6%
PIM
1060
Perpetual Investment Management
Australia
$426K – – –
FFBTD
1061
First Financial Bank - Trust Division
Ohio
$425K -$7.66K -100 -2%
Colony Group
1062
Colony Group
Massachusetts
$419K +$49.2K +642 +13%
Waldron Private Wealth
1063
Waldron Private Wealth
Pennsylvania
$418K +$148K +1,934 +56%
MHS
1064
M Holdings Securities
Oregon
$418K +$412K +5,382 New
LOAME
1065
Lombard Odier Asset Management (Europe)
United Kingdom
$413K -$1.33M -17,378 -77%
VCM
1066
Vivaldi Capital Management
Illinois
$413K – – –
Stock Yards Bank & Trust
1067
Stock Yards Bank & Trust
Kentucky
$411K +$7.59K +99 +2%
PCM
1068
Perritt Capital Management
Illinois
$410K – – –
Belpointe Asset Management
1069
Belpointe Asset Management
Nevada
$405K -$449K -5,862 -53%
LTI
1070
Laffer Tengler Investments
Tennessee
$405K -$170K -2,216 -30%
CT
1071
Cambridge Trust
Massachusetts
$404K +$26K +339 +7%
EP
1072
Eudaimonia Partners
Tennessee
$402K +$52.3K +683 +15%
FIM
1073
Freedom Investment Management
Connecticut
$402K +$124K +1,624 +46%
AFP
1074
Ausdal Financial Partners
Iowa
$396K +$21.3K +278 +6%
SFS
1075
Strategic Financial Services
New York
$395K – – –