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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CTI
1051
Community Trust & Investment
Kentucky
$430K +$190K +2,481 +81%
GVAG
1052
Great Valley Advisor Group
Delaware
$429K -$11.3K -148 -3%
NHC
1053
Nicholas Hoffman & Company
Georgia
$426K -$27.6K -360 -6%
PIM
1054
Perpetual Investment Management
Australia
$426K
FFBTD
1055
First Financial Bank - Trust Division
Ohio
$425K -$7.66K -100 -2%
CG
1056
Colony Group
Massachusetts
$419K +$49.2K +642 +13%
WPW
1057
Waldron Private Wealth
Pennsylvania
$418K +$148K +1,934 +56%
MHS
1058
M Holdings Securities
Oregon
$418K +$412K +5,382 New
LOAME
1059
Lombard Odier Asset Management (Europe)
United Kingdom
$413K -$1.33M -17,378 -77%
VCM
1060
Vivaldi Capital Management
Illinois
$413K
SYBT
1061
Stock Yards Bank & Trust
Kentucky
$411K +$7.59K +99 +2%
PCM
1062
Perritt Capital Management
Illinois
$410K
BAM
1063
Belpointe Asset Management
Nevada
$405K -$449K -5,862 -53%
LTI
1064
Laffer Tengler Investments
Tennessee
$405K -$170K -2,216 -30%
CT
1065
Cambridge Trust
Massachusetts
$404K +$26K +339 +7%
EP
1066
Eudaimonia Partners
Tennessee
$402K +$52.3K +683 +15%
FIM
1067
Freedom Investment Management
Connecticut
$402K +$124K +1,624 +46%
AFP
1068
Ausdal Financial Partners
Iowa
$396K +$21.3K +278 +6%
SFS
1069
Strategic Financial Services
New York
$395K
EH
1070
Employers Holdings
Nevada
$393K
LNB
1071
Ledyard National Bank
$391K +$121K +1,581 +46%
FA
1072
Financial Advisors
Massachusetts
$391K +$386K +5,040 New
CWA
1073
Clarus Wealth Advisors
Arizona
$390K +$371K +4,837 New
PNC
1074
Park National Corp
Ohio
$389K +$16.4K +214 +4%
WWM
1075
Western Wealth Management
Colorado
$388K +$1.07K +14 +0.3%