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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
DA
526
DCM Advisors
New York
$11.9M -$503K -2,541 -4%
EH
527
Equitable Holdings
New York
$11.7M +$833K +4,208 +8%
BCM
528
Becker Capital Management
Oregon
$11.7M +$2.38K +12 +0%
CCM
529
Coldstream Capital Management
Washington
$11.6M -$628K -3,169 -5%
VAS
530
Vestmark Advisory Solutions
Massachusetts
$11.6M -$3.73M -18,834 -25%
TL
531
Tradewinds LLC
North Carolina
$11.6M -$8.4M -42,416 -83%
CW
532
CreativeOne Wealth
Kansas
$11.5M +$490K +2,474 +5%
Walleye Trading
533
Walleye Trading
New York
$11.5M +$5.72M +28,868 +111%
Assenagon Asset Management
534
Assenagon Asset Management
Luxembourg
$11.4M -$949K -4,790 -8%
LSA
535
L & S Advisors
California
$11.4M +$10.8M +54,325 New
EWA
536
EP Wealth Advisors
California
$11.1M +$1.22M +6,184 +13%
ISB
537
Iowa State Bank
Iowa
$11.1M -$1.2M -6,035 -10%
XT
538
XTX Topco
Cayman Islands
$11.1M +$6.17M +31,171 +143%
BBHC
539
Brown Brothers Harriman & Co
New York
$11M +$3.49M +17,623 +51%
OSNBOA
540
Old Second National Bank of Aurora
Illinois
$10.9M -$629K -3,177 -6%
ALMGDA
541
AG2R La Mondiale Gestion d'Actifs
France
$10.9M +$888K +4,483 +9%
PWMAG
542
Pinnacle Wealth Management Advisory Group
New Jersey
$10.9M +$81.6K +412 +0.8%
BA
543
Baugh & Associates
Georgia
$10.8M -$2.24M -11,298 -18%
BCM
544
Barometer Capital Management
Ontario, Canada
$10.8M +$10.2M +51,720 New
LSWM
545
Lorne Steinberg Wealth Management
Canada
$10.8M +$126K +635 +1%
PWP
546
Private Wealth Partners
California
$10.8M +$41.4K +209 +0.4%
AG
547
Advocate Group
Minnesota
$10.7M -$1.18M -5,978 -10%
CIG
548
Consolidated Investment Group
Colorado
$10.7M – – –
IP
549
Interval Partners
New York
$10.7M -$7.88M -39,782 -44%
AAM
550
Aureus Asset Management
Massachusetts
$10.6M +$726K +3,668 +8%