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Morgan Stanley
MS

Nome Posição Valor negociado Ações
Variação 		Variação na
participação
Pacific Excel Wealth Advisors
1876
Pacific Excel Wealth Advisors
California
US$ 452 mil +US$ 428 mil +2.160 Nova
Heritage Family Offices
1877
Heritage Family Offices
Arizona
US$ 452 mil +US$ 146 mil +735 +52%
PCB Capital
1878
PCB Capital
New Jersey
US$ 451 mil +US$ 7,92 mil +40 +2%
Eurizon SLJ Capital
1879
Eurizon SLJ Capital
US$ 450 mil – – –
Penserra Capital Management
1880
Penserra Capital Management
California
US$ 450 mil +US$ 402 mil +2.030 +1.611%
Revolve Wealth Partners
1881
Revolve Wealth Partners
New Jersey
US$ 450 mil +US$ 29,7 mil +150 +7%
Smallwood Wealth Investment Management
1882
Smallwood Wealth Investment Management
New Jersey
US$ 449 mil +US$ 18 mil +91 +4%
Wilkinson Global Asset Management
1883
Wilkinson Global Asset Management
New York
US$ 448 mil -US$ 14,9 mil -75 -3%
Traynor Capital Management
1884
Traynor Capital Management
Pennsylvania
US$ 446 mil +US$ 22,6 mil +114 +6%
Fulcrum Capital
1885
Fulcrum Capital
Washington
US$ 445 mil -US$ 151 mil -762 -26%
Osterweis Capital Management
1886
Osterweis Capital Management
California
US$ 445 mil -US$ 29,7 mil -150 -7%
First Business Financial Services
1887
First Business Financial Services
Wisconsin
US$ 444 mil +US$ 9,9 mil +50 +2%
Eagle Strategies
1888
Eagle Strategies
New York
US$ 444 mil -US$ 12,7 mil -64 -3%
MIM
1889
Marco Investment Management
Georgia
US$ 444 mil – – –
Massachusetts Wealth Management
1890
Massachusetts Wealth Management
Massachusetts
US$ 444 mil +US$ 14,9 mil +75 +4%
Manske Wealth Management
1891
Manske Wealth Management
Texas
US$ 444 mil – – –
Mirador Capital Partners
1892
Mirador Capital Partners
California
US$ 444 mil -US$ 15 mil -76 -3%
Clear Creek Financial Management
1893
Clear Creek Financial Management
Washington
US$ 443 mil +US$ 2,38 mil +12 +0,6%
Mayfair Advisory Group
1894
Mayfair Advisory Group
Alabama
US$ 442 mil +US$ 6,93 mil +35 +2%
Pekao Towarzystwo Funduszy Inwestycyjnych SA
1895
Pekao Towarzystwo Funduszy Inwestycyjnych SA
US$ 441 mil +US$ 56,2 mil +284 +16%
Oakworth Capital
1896
Oakworth Capital
Alabama
US$ 440 mil -US$ 164 mil -829 -28%
Hidden Cove Wealth Management
1897
Hidden Cove Wealth Management
Washington
US$ 440 mil +US$ 51,1 mil +258 +14%
Measured Wealth Private Client Group
1898
Measured Wealth Private Client Group
New Hampshire
US$ 440 mil -US$ 20,6 mil -104 -5%
Thurston Springer Miller Herd & Titak
1899
Thurston Springer Miller Herd & Titak
Indiana
US$ 439 mil +US$ 52,1 mil +263 +14%
AA Financial Advisors
1900
AA Financial Advisors
Ohio
US$ 439 mil -US$ 421 mil -2.126 -50%
74 75
76
77 78