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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FHC
1076
First Horizon Corporation
Tennessee
$1.25M +$1.16M +7,839 New
CCM
1077
Corsair Capital Management
New York
$1.24M – – –
CST
1078
Charles Schwab Trust
Nevada
$1.24M +$12.4K +84 +1%
RIL
1079
Rothschild Investment LLC
Illinois
$1.23M +$103K +699 +10%
OCM
1080
Orion Capital Management
California
$1.23M -$7.38K -50 -0.6%
BOS
1081
Bank of Stockton
California
$1.22M +$37.8K +256 +3%
SFG
1082
Sather Financial Group
Texas
$1.22M +$95.5K +647 +9%
CIM
1083
CIM Investment Management
Pennsylvania
$1.22M -$1.16M -7,856 -51%
IA
1084
IFG Advisors
Missouri
$1.21M – – –
PTC
1085
Private Trust Company
Ohio
$1.21M -$53.6K -363 -5%
VV
1086
Verity & Verity
South Carolina
$1.21M -$170K -1,152 -13%
OA
1087
Operose Advisors
Wisconsin
$1.21M – – –
ONB
1088
Old National Bancorp
Indiana
$1.21M -$114K -770 -9%
CCP
1089
Carmel Capital Partners
California
$1.2M -$439K -2,973 -28%
GBT
1090
Grove Bank & Trust
Florida
$1.2M – – –
BSA
1091
Bull Street Advisors
Georgia
$1.2M – – –
WCA
1092
Westover Capital Advisors
Delaware
$1.2M – – –
MWM
1093
Modera Wealth Management
New Jersey
$1.19M -$36.5K -247 -3%
CFP
1094
Catalyst Financial Partners
Massachusetts
$1.19M +$30.1K +204 +3%
IWM
1095
IHT Wealth Management
Illinois
$1.19M +$84.5K +572 +8%
SPF
1096
South Plains Financial
Texas
$1.18M +$5.02K +34 +0.5%
FNFDCM
1097
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.17M – – –
NAS
1098
Nicolet Advisory Services
Wisconsin
$1.17M +$7.53K +51 +0.7%
MFG
1099
MidWestOne Financial Group
Iowa
$1.17M +$3.69K +25 +0.3%
GS
1100
GTS Securities
Florida
$1.16M +$427K +2,895 +66%
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