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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
Loomis, Sayles & Company
551
Loomis, Sayles & Company
Massachusetts
$10.4M -$1.36M -6,855 -12%
UCFA
552
United Capital Financial Advisors
Texas
$10.3M +$238K +1,200 +2%
CM
553
Caption Management
Oklahoma
$10.3M +$7.6M +38,400 +349%
HI
554
Horizon Investments
North Carolina
$10.3M +$1.26M +6,347 +15%
AC
555
AlphaCore Capital
California
$10.3M +$7.68M +38,764 +371%
HI
556
Hoey Investments
Pennsylvania
$10.3M +$427K +2,155 +5%
NC
557
Nightview Capital
Texas
$10.2M
SFO
558
Stenger Family Office
Illinois
$10.2M +$1.07M +5,409 +12%
MGP
559
Metis Global Partners
California
$10.2M +$859K +4,338 +10%
GA
560
GFS Advisors
Texas
$10.2M +$87.1K +440 New
Artisan Partners
561
Artisan Partners
Wisconsin
$10.1M -$105M -530,367 -92%
LI
562
LDIC Inc
$10.1M +$9.57M +48,339 New
IWC
563
Integrated Wealth Concepts
Massachusetts
$10.1M +$2.88M +14,555 +43%
PIM
564
Plato Investment Management
Australia
$10M +$541K +2,733 +6%
MPA
565
Marvin & Palmer Associates
Delaware
$9.98M +$9.45M +47,734 New
CFP
566
Cypress Financial Planning
New Jersey
$9.96M +$1.96M +9,909 +26%
CL
567
Choreo LLC
Illinois
$9.96M -$1.68M -8,498 -15%
AGM
568
Aragon Global Management
Florida
$9.88M +$6.36M +32,100 +212%
SFG
569
SevenBridge Financial Group
Pennsylvania
$9.78M +$106K +536 +1%
JIC
570
Joel Isaacson & Co
New York
$9.75M -$194K -982 -2%
Temasek Holdings
571
Temasek Holdings
Singapore
$9.7M +$9.19M +46,402 New
SF
572
Summit Financial
New Jersey
$9.67M +$747K +3,770 +9%
GRP
573
Global Retirement Partners
California
$9.65M +$9.14M +46,158 New
CCP
574
Cunning Capital Partners
North Carolina
$9.57M
WANY
575
Wealthspire Advisors (New York)
New York
$9.51M +$4.53M +22,867 +101%