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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
BCV
501
Banque Cantonale Vaudoise
Switzerland
$4.32M
DA
502
DCM Advisors
New York
$4.32M -$659K -6,828 -12%
JWM
503
Jupiter Wealth Management
Colorado
$4.31M -$2.6M -26,968 -35%
DCM
504
Donaldson Capital Management
Indiana
$4.31M +$392K +4,061 +9%
FHB
505
First Hawaiian Bank
Hawaii
$4.29M +$64.9K +673 +1%
CM
506
Churchill Management
California
$4.29M +$4.73M +49,028 New
PWP
507
Private Wealth Partners
California
$4.27M -$294K -3,045 -6%
SPIA
508
Steward Partners Investment Advisory
New York
$4.27M +$835K +8,650 +22%
MNBTD
509
Moody National Bank Trust Division
Texas
$4.26M -$606K -6,281 -11%
CCP
510
Corient Capital Partners
California
$4.24M +$8.78K +91 +0.2%
SW
511
SkyOak Wealth
Michigan
$4.24M +$69.9K +725 +2%
CP
512
Cumberland Partners
Ontario, Canada
$4.22M -$1.09M -11,350 -19%
TCA
513
Transcend Capital Advisors
New Jersey
$4.21M +$7.81K +81 +0.2%
HCMT
514
Highland Capital Management (Tennessee)
Tennessee
$4.21M +$4.35M +45,040 +1,453%
V
515
Veritable
Delaware
$4.12M +$138K +1,435 +3%
FDCDDQ
516
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.11M +$137K +1,423 +3%
LFM
517
LGT Fund Management
Liechtenstein
$4.09M -$4.44M -46,000 -49%
MLM
518
Mount Lucas Management
Pennsylvania
$4.09M -$424K -4,391 -9%
SPC
519
Sigma Planning Corp
Michigan
$4.05M +$688K +7,127 +18%
IIM
520
Intact Investment Management
Quebec, Canada
$4.01M +$2.93M +30,400 +196%
AP
521
Advisor Partners
California
$4M +$10.3K +107 +0.2%
BIMC
522
Benson Investment Management Company
Virginia
$3.98M +$11.6K +120 +0.3%
VNIM
523
Vaughan Nelson Investment Management
Texas
$3.97M +$794K +8,225 +22%
MFA
524
Mayflower Financial Advisors
Massachusetts
$3.95M +$45K +466 +1%
Squarepoint
525
Squarepoint
New York
$3.9M -$5M -51,822 -54%