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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
PG
551
Pendal Group
Australia
$898K -$425K -9,174 -33%
Lord, Abbett & Co
552
Lord, Abbett & Co
New Jersey
$895K +$18K +388 +2%
AI
553
Atria Investments
North Carolina
$889K +$347K +7,490 +68%
CIBC Private Wealth Group
554
CIBC Private Wealth Group
Georgia
$882K +$59.9K +1,292 +8%
TF
555
TIAA FSB
Florida
$873K +$81.2K +1,750 +11%
BOH
556
Bank of Hawaii
Hawaii
$867K -$121K -2,615 -13%
TH
557
Timber Hill
Connecticut
$865K +$833K +17,956 New
AAM
558
Advisors Asset Management
Colorado
$863K -$54K -1,165 -6%
WC
559
Whitnell & Co
Illinois
$862K
FWCM
560
Ferguson Wellman Capital Management
Oregon
$853K -$9.28K -200 -1%
SW
561
SVB Wealth
Massachusetts
$849K -$65.9K -1,420 -7%
RIM
562
Rampart Investment Management
Connecticut
$843K +$52.6K +1,134 +7%
LOAME
563
Lombard Odier Asset Management (Europe)
United Kingdom
$827K
HAG
564
HighPoint Advisor Group
Illinois
$821K +$26K +561 +4%
FNFDCM
565
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$820K
KAS
566
Kemnay Advisory Services
New York
$818K -$55.1K -1,188 -7%
SM
567
Salzhauer Michael
$813K
IFWM
568
Institute for Wealth Management
Colorado
$805K +$5.75K +124 +0.7%
OSAM
569
O'Shaughnessy Asset Management
Connecticut
$800K -$6.72K -145 -0.9%
AFNAS
570
American Financial Network Advisory Services
California
$796K +$767K +16,530 New
MF
571
Magnetar Financial
Illinois
$779K -$808K -17,430 -52%
BIM
572
Beach Investment Management
Pennsylvania
$776K +$747K +16,110 New
DPIM
573
Duff & Phelps Investment Management
Illinois
$767K -$17.6K -380 -2%
CO
574
Caldwell & Orkin
Georgia
$766K +$227K +4,900 +45%
BCM
575
Brown Capital Management
Maryland
$758K -$88.7K -1,912 -11%