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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1376
Continuum Advisory
Idaho
$457K +$10.7K +87 +2%
PCM
1377
Prelude Capital Management
New York
$457K +$448K +3,636 New
ZF
1378
Zhang Financial
Michigan
$453K +$72.2K +586 +19%
CWM
1379
Castle Wealth Management
Florida
$450K -$560K -4,549 -56%
NL
1380
NWAM LLC
Washington
$449K -$9.61K -78 -2%
Hotchkis & Wiley Capital Management
1381
Hotchkis & Wiley Capital Management
California
$449K -$105K -850 -19%
FNB
1382
Farmers National Bank
Kentucky
$444K +$435K +3,535 New
CSPIA
1383
Cary Street Partners Investment Advisory
Virginia
$444K -$4.07M -33,018 -90%
FFBTD
1384
First Financial Bank - Trust Division
Ohio
$443K -$12.9K -105 -3%
MCCA
1385
Mill Creek Capital Advisors
Pennsylvania
$440K -$25K -203 -5%
AWG
1386
Altus Wealth Group
Colorado
$437K -$12.3K -100 -3%
OFS
1387
Orrstown Financial Services
Pennsylvania
$436K -$6.16K -50 -1%
RYIA
1388
Roehl & Yi Investment Advisors
Oregon
$436K +$427K +3,468 New
PWPS
1389
Pinnacle Wealth Planning Services
Ohio
$435K -$36.8K -299 -8%
VHAM
1390
Van Hulzen Asset Management
California
$434K +$1.72K +14 +0.4%
DIA
1391
Davidson Investment Advisors
Montana
$431K -$21.2K -172 -5%
CBOR
1392
Community Bank of Raymore
Missouri
$430K
CCG
1393
Coastwise Capital Group
California
$429K +$2.46K +20 +0.6%
MCM
1394
Manchester Capital Management
Vermont
$429K -$9.61K -78 -2%
FCM
1395
Fourpath Capital Management
Oklahoma
$428K -$115K -936 -22%
TW
1396
TritonPoint Wealth
Maryland
$427K +$49K +398 +13%
JWM
1397
JGP Wealth Management
Oregon
$427K -$6.65K -54 -2%
ESB
1398
Essex Savings Bank
Connecticut
$427K +$32.4K +263 +8%
AF
1399
Alerus Financial
North Dakota
$425K -$2.22K -18 -0.5%
BFC
1400
Bedel Financial Consulting
Indiana
$425K +$123 +1 +0%