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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
526
Concert Wealth Management
California
$564K -$12.2K -365 -2%
FNFDCM
527
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$563K – – –
CBU
528
CIBC Bank USA
Illinois
$555K -$8.93K -268 -2%
RBA
529
Richard Bernstein Advisors
New York
$551K – – –
CCMU
530
Cheyne Capital Management (UK)
United Kingdom
$539K – – –
CIP
531
Cornerstone Investment Partners
Georgia
$538K – – –
IPC
532
Independent Portfolio Consultants
Florida
$531K +$218K +6,529 +74%
DSC
533
Duncker Streett & Co
Missouri
$529K -$26.7K -800 -5%
BDF
534
Balasa Dinverno & Foltz
$529K – – –
FTI
535
Fiduciary Trust International
Massachusetts
$521K – – –
Dodge & Cox
536
Dodge & Cox
California
$518K +$499K +14,980 New
IIM
537
Intact Investment Management
Quebec, Canada
$515K – – –
NG
538
NatWest Group
United Kingdom
$509K +$117K +3,505 +31%
BB
539
Bell Bank
North Dakota
$506K -$62.3K -1,870 -11%
UCFA
540
United Capital Financial Advisors
Texas
$502K -$31.5K -944 -6%
LNWWM
541
Laird Norton Wetherby Wealth Management
California
$499K +$5.93K +178 +1%
NFG
542
Next Financial Group
Texas
$494K +$476K +14,289 New
B
543
Baird
Wisconsin
$491K +$473K +14,190 New
KWMG
544
King Wealth Management Group
Florida
$490K +$57.4K +1,723 +14%
PCM
545
Prelude Capital Management
New York
$475K -$1.3M -39,050 -74%
LBG
546
Lloyds Banking Group
United Kingdom
$471K -$155K -4,643 -25%
LCM
547
Laurion Capital Management
New York
$470K – – –
RIM
548
Regent Investment Management
Kentucky
$468K -$60K -1,800 -12%
SRC
549
Shufro Rose & Co
New York
$463K -$20K -600 -4%
FAAS
550
First Allied Advisory Services
California
$458K +$131K +3,917 +41%