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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
501
United Capital Financial Advisors
Texas
$910K +$291K +8,098 +50%
RIL
502
Rothschild Investment LLC
Illinois
$909K -$22.4K -624 -2%
BC
503
Banced Corp
Illinois
$892K -$129K -3,608 -13%
Wellington Management Group
504
Wellington Management Group
Massachusetts
$891K -$961K -26,790 -52%
LGC
505
Laurel Grove Capital
California
$885K +$531K +14,800 +148%
MFIMFI
506
Mesirow Financial Investment Management - Fixed Income
Illinois
$849K -$359K -9,998 -30%
HAM
507
Highstreet Asset Management
Ontario, Canada
$845K -$846K -23,587 -50%
PSUF
508
People's United Financial
Connecticut
$844K -$51.6K -1,437 -6%
AP
509
Advisor Partners
California
$841K -$24.4K -681 -3%
TBA
510
Train Babcock Advisors
New York
$837K -$3.59K -100 -0.4%
ECM
511
Everence Capital Management
Indiana
$816K
BCM
512
BlueCrest Capital Management
Jersey
$812K +$816K +22,749 New
CC
513
Courier Capital
New York
$805K +$70K +1,950 +9%
CIM
514
CIM Investment Management
Pennsylvania
$803K
CBT
515
Central Bank & Trust
Kentucky
$802K +$5.49K +153 +0.7%
AWA
516
AmeriServ Wealth Advisors
Pennsylvania
$801K -$78K -2,175 -9%
CB
517
Commerce Bank
Missouri
$800K
CIM
518
CenturyLink Investment Management
Colorado
$799K +$804K +22,397 New
Jones Financial Companies
519
Jones Financial Companies
Missouri
$796K -$53.7K -1,496 -6%
TSWM
520
Triangle Securities Wealth Management
North Carolina
$787K -$5.02K -140 -0.6%
DLG
521
Daniel L. Goodwin
$785K
RTIM
522
Round Table Investment Management
North Carolina
$785K
GCAC
523
Guardian Capital Advisors (Canada)
Ontario, Canada
$784K -$194K -5,400 -23%
TH
524
TCTC Holdings
Texas
$775K
FAAS
525
First Allied Advisory Services
California
$755K +$57.8K +1,611 +8%