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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
501
Level Four Advisory Services
Texas
$3.83M +$195K +2,092 +5%
JWM
502
Jupiter Wealth Management
Colorado
$3.82M -$500K -5,362 -11%
DCM
503
Dupont Capital Management
Delaware
$3.77M +$527K +5,649 +15%
MFA
504
Mayflower Financial Advisors
Massachusetts
$3.76M +$1.77K +19 +0%
PA
505
Parallel Advisors
California
$3.72M -$46K -493 -1%
TL
506
Tradewinds LLC
North Carolina
$3.72M +$3.96M +42,396 New
SPIA
507
Steward Partners Investment Advisory
New York
$3.67M -$178K -1,909 -4%
HNB
508
Huntington National Bank
Ohio
$3.65M -$57.2K -613 -1%
SYBT
509
Stock Yards Bank & Trust
Kentucky
$3.65M +$327K +3,508 +9%
PI
510
PGGM Investments
Netherlands
$3.64M +$1.84M +19,740 +91%
AHC
511
Adell Harriman & Carpenter
Texas
$3.64M -$94.4K -1,012 -2%
CFP
512
Cypress Financial Planning
New Jersey
$3.63M -$2.05K -22 -0.1%
RAM
513
Roanoke Asset Management
New Jersey
$3.63M -$1.87K -20 -0%
KWA
514
KCS Wealth Advisory
California
$3.61M -$184K -1,969 -5%
NMIMC
515
Northwestern Mutual Investment Management Company
Wisconsin
$3.61M -$23.1K -248 -0.6%
LNC
516
Lincoln National Corp
Pennsylvania
$3.59M +$58.9K +631 +2%
V
517
Veritable
Delaware
$3.58M -$6.91K -74 -0.2%
LW
518
Linscomb Wealth
Texas
$3.58M +$251K +2,694 +7%
Loomis, Sayles & Company
519
Loomis, Sayles & Company
Massachusetts
$3.56M +$43.1K +462 +1%
TAM
520
Tocqueville Asset Management
New York
$3.56M -$90.5K -970 -2%
DIA
521
Dana Investment Advisors
Wisconsin
$3.48M -$19.3M -206,806 -84%
AC
522
Asio Capital
Kentucky
$3.47M +$138K +1,483 +4%
LAM
523
L2 Asset Management
Massachusetts
$3.46M +$1.21M +12,960 +49%
WJWM
524
Williams Jones Wealth Management
New York
$3.46M +$122K +1,307 +3%
VIM
525
Vinva Investment Management
Australia
$3.45M +$3.74M +40,040 New