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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CP
501
Cumberland Partners
Ontario, Canada
$4.39M +$812K +9,475 +25%
SW
502
SkyOak Wealth
Michigan
$4.35M +$5.23K +61 +0.1%
ERWM
503
Elk River Wealth Management
Colorado
$4.33M +$180K +2,096 +5%
LFAS
504
Level Four Advisory Services
Texas
$4.31M +$29.2K +341 +0.7%
NRS
505
Neville Rodie & Shaw
New York
$4.28M +$1.24M +14,408 +45%
NO
506
Ninety One
South Africa
$4.28M -$420K -4,896 -9%
Carson Wealth (CWM LLC)
507
Carson Wealth (CWM LLC)
Nebraska
$4.25M
VAS
508
Vestmark Advisory Solutions
Massachusetts
$4.24M +$197K +2,294 +5%
TCM
509
Teza Capital Management
Illinois
$4.22M -$3.75M -43,781 -49%
CI
510
Cigna Investments
Connecticut
$4.2M -$638K -7,439 -14%
TAM
511
Tocqueville Asset Management
New York
$4.2M +$215K +2,503 +6%
V
512
Veritable
Delaware
$4.2M +$34.9K +407 +0.9%
UR
513
USCA RIA
Texas
$4.17M +$235K +2,745 +6%
NB
514
Norinchukin Bank
Japan
$4.16M -$83.1K -969 -2%
RAM
515
Roanoke Asset Management
New Jersey
$4.15M +$937K +10,925 +32%
FDCDDQ
516
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.13M +$1.03M +12,045 +36%
IMRF
517
Illinois Municipal Retirement Fund
Illinois
$4.12M -$2.15M -25,129 -36%
MPWT
518
MassMutual Private Wealth & Trust
Connecticut
$4.09M -$20.2K -236 -0.5%
MI
519
Markston International
New York
$4.09M -$11.3M -132,286 -75%
YCMGA
520
York Capital Management Global Advisors
New York
$4.07M +$419K +4,882 +12%
JIC
521
Joel Isaacson & Co
New York
$4.06M +$1.29K +15 +0%
MFA
522
Mayflower Financial Advisors
Massachusetts
$4.04M +$1.58M +18,388 +72%
MC
523
MRJ Capital
New York
$4.04M -$34.3K -400 -0.9%
LM
524
Lincluden Management
Ontario, Canada
$4.04M -$58.7K -685 -2%
KWA
525
KCS Wealth Advisory
California
$4.02M +$54.1K +631 +1%