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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
VAS
1301
Vestmark Advisory Solutions
Massachusetts
$335K -$62.8K -713 -17%
Cohen & Steers
1302
Cohen & Steers
New York
$335K
RC
1303
Roundview Capital
New Jersey
$334K -$125K -1,416 -29%
AWM
1304
Aprio Wealth Management
Georgia
$333K +$39.3K +446 +14%
JAG
1305
Journey Advisory Group
Kentucky
$331K +$16K +182 +5%
GFG
1306
Goldstone Financial Group
Illinois
$329K +$17.3K +196 +6%
ACM
1307
AlphaStar Capital Management
North Carolina
$328K +$307K +3,484 New
TC
1308
Truvestments Capital
Florida
$327K +$257K +2,914 +523%
SIC
1309
Samalin Investment Counsel
New York
$324K -$65K -738 -18%
CCWM
1310
Cassaday & Co Wealth Management
Virginia
$324K +$303K +3,437 New
AF
1311
Alerus Financial
North Dakota
$322K
OCBCO
1312
Oversea-Chinese Banking Corp (OCBC)
Singapore
$322K -$134K -1,519 -31%
BP
1313
BNP Paribas
France
$322K +$301K +3,415 New
SL
1314
Sentinus LLC
Illinois
$321K +$300K +3,409 New
RMAM
1315
Raab & Moskowitz Asset Management
New Jersey
$320K +$6.34K +72 +2%
FPAS
1316
Focus Partners Advisor Solutions
Missouri
$320K +$86.5K +982 +41%
ANBT
1317
American National Bank & Trust
Texas
$319K -$7.31K -83 -2%
MSAM
1318
Moloney Securities Asset Management
Missouri
$319K +$352 +4 +0.1%
PFWA
1319
Paces Ferry Wealth Advisors
Georgia
$318K -$12.4K -141 -4%
DSC
1320
Duncker Streett & Co
Missouri
$317K
CAMG
1321
CWA Asset Management Group
Florida
$316K +$103K +1,166 +53%
CSB
1322
City State Bank
Iowa
$315K -$17.6K -200 -6%
FFO
1323
Fiduciary Family Office
Florida
$315K +$85.6K +972 +41%
OC
1324
Opinicus Capital
Florida
$313K +$56.2K +638 +24%
BBA
1325
BLB&B Advisors
Pennsylvania
$312K -$21.7K -246 -7%