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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
NC
1351
NBW Capital
Massachusetts
$241K -$6.51K -75 -2%
TCM
1352
Tributary Capital Management
Nebraska
$241K
ASBI
1353
American State Bank (Iowa)
Iowa
$237K
VA
1354
Valmark Advisers
Ohio
$237K -$3.73K -43 -1%
SA
1355
Syntax Advisors
New York
$237K +$5.21K +60 +2%
VCG
1356
Vantage Consulting Group
Virginia
$237K +$5.21K +60 +2%
GCMG
1357
Gyroscope Capital Management Group
Florida
$237K +$17.4K +200 +7%
OFW
1358
Omnia Family Wealth
Florida
$236K -$165K -1,900 -40%
KFGK
1359
Keystone Financial Group (Kentucky)
Kentucky
$236K
IIM
1360
Ipswich Investment Management
Massachusetts
$234K -$8.68K -100 -3%
KP
1361
Keel Point
Alabama
$234K -$22.9K -264 -8%
AF
1362
Apexium Financial
Texas
$232K -$5.9K -68 -2%
QPWM
1363
Quadrant Private Wealth Management
Pennsylvania
$231K -$39.3K -453 -14%
KC
1364
Kingfisher Capital
North Carolina
$231K
WWM
1365
Windsor Wealth Management
Indiana
$231K +$260 +3 +0.1%
PCM
1366
Prelude Capital Management
New York
$231K +$245K +2,825 New
GP
1367
Girard Partners
Pennsylvania
$231K +$868 +10 +0.4%
BFA
1368
Bragg Financial Advisors
North Carolina
$230K
RVPG
1369
Relative Value Partners Group
$229K +$244K +2,810 New
AGWCA
1370
Annis Gardner Whiting Capital Advisors
Florida
$229K +$244K +2,809 New
PWP
1371
Perfromance Wealth Partners
Illinois
$229K
AFS
1372
Annapolis Financial Services
Maryland
$228K
RCA
1373
Resonant Capital Advisors
Wisconsin
$228K -$5.99K -69 -2%
DCM
1374
DGS Capital Management
New Jersey
$226K -$42.5K -489 -15%
ES
1375
Eagle Strategies
New York
$226K +$87 +1 +0%