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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
MMPW
551
Mitchell McLeod Pugh & Williams
Alabama
$328K
MFW
552
Mosaic Family Wealth
Missouri
$328K +$201K +7,704 +157%
NFG
553
Next Financial Group
Texas
$325K +$68.8K +2,632 +27%
TP
554
Truvvo Partners
New York
$325K +$327K +12,500 New
Mariner
555
Mariner
Kansas
$322K +$325K +12,410 New
SAM
556
Silvercrest Asset Management
New York
$319K -$1.94K -74 -0.6%
NIMI
557
Natixis Investment Managers International
France
$316K -$57K -2,180 -15%
BDF
558
Balasa Dinverno & Foltz
$311K -$2.9K -111 -0.9%
Nuveen Fund Advisors
559
Nuveen Fund Advisors
Illinois
$311K +$313K +11,958 New
OIA
560
Optimum Investment Advisors
Illinois
$305K +$26 +1 +0%
Jones Financial Companies
561
Jones Financial Companies
Missouri
$304K -$340 -13 -0.1%
SLF
562
Sun Life Financial
Ontario, Canada
$301K -$188K -7,182 -38%
TU
563
TDAM USA
Ontario, Canada
$300K -$426K -16,289 -58%
MGIA
564
Moneta Group Investment Advisors
Missouri
$286K
IP
565
Interval Partners
New York
$286K +$288K +11,000 New
Northwestern Mutual Wealth Management
566
Northwestern Mutual Wealth Management
Wisconsin
$280K -$102K -3,885 -26%
SC
567
Savant Capital
Illinois
$270K +$6.96K +266 +3%
EA
568
Euclid Advisors
Connecticut
$270K +$271K +10,380 New
SCM
569
Sterling Capital Management
North Carolina
$268K
ECM
570
ETrade Capital Management
Virginia
$268K +$270K +10,333 New
BCM
571
Bluefin Capital Management
New York
$266K +$252K +9,641 +1,607%
KWMG
572
King Wealth Management Group
Florida
$265K
SRC
573
Shufro Rose & Co
New York
$262K
AIA
574
Affinity Investment Advisors
California
$255K -$10.3M -392,447 -98%
WT
575
Whittier Trust
California
$254K