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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EDRH
501
Edmond de Rothschild Holding
Switzerland
$998K +$979K +25,737 New
GCP
502
GSA Capital Partners
United Kingdom
$991K -$3.89M -102,199 -80%
SIG
503
Schooner Investment Group
Pennsylvania
$984K -$95.1K -2,500 -9%
BC
504
Banced Corp
Illinois
$981K +$11.2K +293 +1%
BA
505
Birinyi Associates
Connecticut
$979K -$57.1K -1,500 -6%
RIL
506
Rothschild Investment LLC
Illinois
$969K -$19K -500 -2%
RFC
507
Regions Financial Corp
Alabama
$956K -$79.5K -2,088 -8%
W
508
Wealthfront
California
$942K +$160K +4,196 +21%
CC
509
Courier Capital
New York
$919K +$43.2K +1,135 +5%
PSUF
510
People's United Financial
Connecticut
$917K +$647 +17 +0.1%
TBA
511
Train Babcock Advisors
New York
$910K – – –
UCFA
512
United Capital Financial Advisors
Texas
$908K -$36.8K -968 -4%
MYAM
513
Meiji Yasuda Asset Management
Japan
$886K -$341K -8,950 -28%
ECM
514
Everence Capital Management
Indiana
$885K – – –
CIM
515
CIM Investment Management
Pennsylvania
$873K – – –
FAAS
516
First Allied Advisory Services
California
$867K +$31.9K +838 +4%
AWA
517
AmeriServ Wealth Advisors
Pennsylvania
$863K -$7.61K -200 -0.9%
CCT
518
Country Club Trust
Missouri
$863K +$846K +22,238 New
BCMO
519
Buckingham Capital Management (Ohio)
Ohio
$857K +$223K +5,856 +36%
TSWM
520
Triangle Securities Wealth Management
North Carolina
$855K – – –
DLG
521
Daniel L. Goodwin
$853K – – –
RTIM
522
Round Table Investment Management
North Carolina
$853K – – –
TH
523
TCTC Holdings
Texas
$843K – – –
TCM
524
Tributary Capital Management
Nebraska
$838K +$822K +21,600 New
EGM
525
Engineers Gate Manager
New York
$810K +$795K +20,886 New
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