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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
IMAS
526
ID Management A/S
Denmark
$747K
TTWM
527
TCV Trust & Wealth Management
Virginia
$740K -$953K -26,572 -56%
W
528
Wealthfront
California
$717K +$131K +3,649 +22%
GAG
529
GM Advisory Group
New York
$707K +$46.2K +1,287 +7%
BIM
530
Beach Investment Management
Pennsylvania
$703K -$775K -21,600 -52%
Wealth Enhancement Advisory Services
531
Wealth Enhancement Advisory Services
Minnesota
$690K +$93.6K +2,608 +16%
ICM
532
Ionic Capital Management
New York
$685K +$610K +17,000 +771%
AII
533
AGF Investments Inc
Ontario, Canada
$660K
OMCS
534
Old Mutual Customised Solutions
South Africa
$642K -$312K -8,700 -33%
WC
535
Whitnell & Co
Illinois
$639K
III
536
Independent Investors Inc
New York
$638K +$61K +1,700 +10%
LNWWM
537
Laird Norton Wetherby Wealth Management
California
$629K +$59.6K +1,661 +10%
DAM
538
Delta Asset Management
Tennessee
$624K -$8.97K -250 -1%
PGIM
539
Pacific Global Investment Management
California
$622K +$179 +5 +0%
IWMPD
540
Integrated Wealth Management (Palm Desert)
California
$620K +$624K +17,392 New
PNC
541
Park National Corp
Ohio
$604K -$1.44K -40 -0.2%
NERM
542
New England Research & Management
Illinois
$601K +$605K +16,850 New
WP
543
WMS Partners
Maryland
$600K -$31.2K -870 -5%
CIBC Private Wealth Group
544
CIBC Private Wealth Group
Georgia
$598K -$38.7K -1,079 -6%
FNFDCM
545
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$581K
BCMO
546
Buckingham Capital Management (Ohio)
Ohio
$575K +$125K +3,491 +28%
OIA
547
Optimum Investment Advisors
Illinois
$574K +$3.59K +100 +0.6%
ARM
548
Adirondack Research & Management
New York
$572K -$1.79K -50 -0.3%
MFS
549
MSI Financial Services
Massachusetts
$572K +$167K +4,668 +41%
FNB
550
First Niagara Bank
New York
$551K -$14K -390 -2%