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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
AA
1226
Alta Advisers
United Kingdom
$284K +$303K +3,600 New
MF
1227
Manchester Financial
California
$283K +$302K +3,583 New
ABC
1228
Associated Banc-Corp
Wisconsin
$283K +$303K +3,594 New
Cohen & Steers
1229
Cohen & Steers
New York
$281K
QFA
1230
Quantum Financial Advisors
California
$281K +$421 +5 +0.1%
CA
1231
Clearstead Advisors
Ohio
$281K +$15.1K +179 +5%
PVH
1232
Psagot Value Holdings
Israel
$279K -$53.1K -630 -15%
Hotchkis & Wiley Capital Management
1233
Hotchkis & Wiley Capital Management
California
$277K -$25.3K -300 -8%
MCM
1234
Marathon Capital Management
Maryland
$277K
RCC
1235
Red Cedar Capital
Nebraska
$277K
BFEC
1236
Benjamin F. Edwards & Company
Missouri
$273K -$8.77K -104 -3%
CL
1237
Choreo LLC
Illinois
$272K +$1.35K +16 +0.5%
DA
1238
DSC Advisors
Illinois
$271K -$66K -783 -19%
TNBTD
1239
Trustmark National Bank Trust Department
Mississippi
$271K -$30K -356 -9%
CFA
1240
Capstone Financial Advisors
Illinois
$271K -$4.55K -54 -2%
JWM
1241
JGP Wealth Management
Oregon
$271K +$3.71K +44 +1%
SW
1242
SlateStone Wealth
Florida
$270K +$289K +3,423 New
MCA
1243
Millennium Capital Advisors
Arkansas
$270K +$6.15K +73 +2%
AT
1244
American Trust
Kentucky
$269K -$9.27K -110 -3%
UBV
1245
United Bank (Virginia)
Virginia
$269K +$287K +3,404 New
CIC
1246
Carnegie Investment Counsel
Ohio
$267K -$62.5K -741 -18%
AFS
1247
Annapolis Financial Services
Maryland
$267K +$53.4K +633 +23%
DSC
1248
Duncker Streett & Co
Missouri
$266K
BMCM
1249
Bryn Mawr Capital Management
Pennsylvania
$264K -$12.8K -152 -4%
ISWM
1250
Independent Solutions Wealth Management
New York
$264K