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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SW
501
SkyOak Wealth
Michigan
$3.8M -$80K -935 -2%
JIC
502
Joel Isaacson & Co
New York
$3.79M +$3.08K +36 +0.1%
EW
503
Evexia Wealth
Wisconsin
$3.79M +$126K +1,478 +4%
LNC
504
Lincoln National Corp
Pennsylvania
$3.79M +$297K +3,474 +8%
IMCOOI
505
Investment Management Corp of Ontario (IMCO)
Canada
$3.78M +$666K +7,787 +21%
TL
506
Tradewinds LLC
North Carolina
$3.77M +$148K +1,731 +4%
VC
507
Vestor Capital
Illinois
$3.75M -$21.5K -251 -0.6%
AHC
508
Adell Harriman & Carpenter
Texas
$3.72M +$143K +1,670 +4%
JWM
509
Jupiter Wealth Management
Colorado
$3.72M +$8.64K +101 +0.2%
APG Asset Management
510
APG Asset Management
Netherlands
$3.69M -$274K -3,200 -6%
CC
511
Cipher Capital
New York
$3.68M +$3.68M +43,069 New
EF
512
Empirical Finance
Pennsylvania
$3.66M +$372K +4,344 +11%
PA
513
Parallel Advisors
California
$3.66M +$33.8K +395 +0.9%
MFA
514
Mayflower Financial Advisors
Massachusetts
$3.65M -$3.93K -46 -0.1%
HNB
515
Huntington National Bank
Ohio
$3.63M +$73.3K +857 +2%
Lazard Asset Management
516
Lazard Asset Management
New York
$3.6M -$2.26M -26,452 -39%
CFP
517
Cypress Financial Planning
New Jersey
$3.59M -$10.3K -121 -0.3%
VAS
518
Vestmark Advisory Solutions
Massachusetts
$3.56M -$219K -2,558 -6%
KWA
519
KCS Wealth Advisory
California
$3.55M +$34.2K +400 +1%
LW
520
Linscomb Wealth
Texas
$3.54M +$52.4K +613 +2%
SYBT
521
Stock Yards Bank & Trust
Kentucky
$3.54M -$15.1K -176 -0.4%
RAM
522
Roanoke Asset Management
New Jersey
$3.53M
V
523
Veritable
Delaware
$3.53M +$40.7K +476 +1%
SF
524
Summit Financial
New Jersey
$3.52M +$2.36M +27,634 +203%
NMIMC
525
Northwestern Mutual Investment Management Company
Wisconsin
$3.51M +$1.88K +22 +0.1%