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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
GI
1251
Gradient Investments
Minnesota
$308K +$37.6K +380 +14%
EFM
1252
E Fund Management
China
$308K +$313K +3,162 New
Jones Financial Companies
1253
Jones Financial Companies
Missouri
$307K -$3.86K -39 -1%
JWM
1254
JGP Wealth Management
Oregon
$307K – – –
BC
1255
Bartlett & Co
Ohio
$306K -$353K -3,562 -53%
AP
1256
Americana Partners
Texas
$306K +$312K +3,147 New
BCWM
1257
Bartlett & Co Wealth Management
Ohio
$306K -$353K -3,562 -53%
CT
1258
Chicago Trust
Illinois
$305K – – –
TW
1259
TrinityPoint Wealth
Connecticut
$304K +$31.4K +317 +11%
AIC
1260
Ameritas Investment Company
Nebraska
$304K +$253K +2,553 +449%
GG
1261
Golden Green
South Carolina
$303K – – –
EBA
1262
Eagle Bay Advisors
New York
$303K +$147K +1,480 +91%
PAM
1263
Private Asset Management
California
$300K – – –
CIA
1264
Choate Investment Advisors
Massachusetts
$298K -$27.2K -275 -8%
SS
1265
Sunbelt Securities
Texas
$297K – – –
RIM
1266
Redwood Investment Management
Arizona
$297K +$302K +3,049 New
AWA
1267
Arete Wealth Advisors
Illinois
$296K -$11.5K -116 -3%
JCM
1268
Janney Capital Management
Pennsylvania
$294K – – –
VA
1269
Valmark Advisers
Ohio
$294K +$6.64K +67 +2%
NWA
1270
Navis Wealth Advisors
New York
$292K – – –
SOAMC
1271
Spirit of America Management Corp
New York
$292K – – –
ACM
1272
Avalon Capital Management
California
$292K +$297K +3,000 New
SIM
1273
SSI Investment Management
California
$290K – – –
MAM
1274
McLean Asset Management
Virginia
$289K +$25.4K +256 +10%
HCM
1275
Hall Capital Management
Rhode Island
$286K -$495 -5 -0.2%