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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
526
Mayflower Financial Advisors
Massachusetts
$3.72M -$107K -1,219 -3%
CC
527
Carlson Capital
Texas
$3.72M +$3.48M +39,500 New
USAA
528
United Services Automobile Association
Texas
$3.71M – – –
HAG
529
HighPoint Advisor Group
Illinois
$3.7M +$62.4K +709 +2%
FAP
530
Financial Advisory Partners
Florida
$3.69M +$3.45M +39,221 New
GIA
531
Gladstone Institutional Advisory
Florida
$3.67M -$1.51M -17,099 -30%
GI
532
GLOBALT Investments
Georgia
$3.64M -$53.6K -609 -2%
VIM
533
Vinva Investment Management
Australia
$3.61M +$249K +2,822 +8%
VC
534
Vestor Capital
Illinois
$3.61M -$95.5K -1,085 -3%
UCFA
535
United Capital Financial Advisors
Texas
$3.6M -$69.8K -793 -2%
ICA
536
Infrastructure Capital Advisors
New York
$3.6M +$321K +3,644 +11%
CHC
537
City Holding Co
West Virginia
$3.54M +$21.2K +241 +0.6%
CSPIA
538
Cary Street Partners Investment Advisory
Virginia
$3.54M +$1.94M +22,030 +141%
Lazard Asset Management
539
Lazard Asset Management
New York
$3.5M -$376K -4,265 -10%
PP
540
Patten & Patten
Tennessee
$3.47M +$8.89K +101 +0.3%
IAA
541
Independent Advisor Alliance
North Carolina
$3.47M -$19.6K -222 -0.6%
MIM
542
Morningstar Investment Management
Illinois
$3.45M – – –
LOAMS
543
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.41M +$1.99M +22,585 +165%
AHC
544
Adell Harriman & Carpenter
Texas
$3.41M -$468K -5,312 -13%
AIMC
545
Alley Investment Management Company
Illinois
$3.39M – – –
SIG
546
Stonegate Investment Group
Alabama
$3.39M -$118K -1,335 -4%
OAM
547
Occidental Asset Management
California
$3.39M +$206K +2,337 +7%
FNT
548
First National Trust
Pennsylvania
$3.37M +$95.5K +1,085 +3%
SCA
549
Sandy Cove Advisors
Massachusetts
$3.34M -$1.59M -18,075 -34%
WANY
550
Wealthspire Advisors (New York)
New York
$3.32M -$160K -1,813 -5%