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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
576
Sigma Planning Corp
Michigan
$535K +$45.7K +1,201 +10%
Dodge & Cox
577
Dodge & Cox
California
$528K
RIM
578
Regent Investment Management
Kentucky
$526K
SFM
579
Systematic Financial Management
New Jersey
$523K
EDRE
580
Edmond de Rothschild (Europe)
Luxembourg
$523K +$513K +13,490 New
AAM
581
Advisors Asset Management
Colorado
$515K +$2.55K +67 +0.5%
LPT
582
Legacy Private Trust
Wisconsin
$511K +$501K +13,165 New
WOC
583
West Oak Capital
California
$510K -$2.85K -75 -0.6%
MMPW
584
Mitchell McLeod Pugh & Williams
Alabama
$508K
TCT
585
TIAA CREF Trust
Missouri
$505K +$48.7K +1,279 +11%
B
586
Bailard
California
$502K +$493K +12,954 New
NIMI
587
Natixis Investment Managers International
France
$500K +$95.3K +2,504 +24%
DI
588
Diligent Investors
California
$496K -$19K -500 -4%
SI
589
Stephens Inc
Arkansas
$488K -$16.6K -436 -3%
MFS
590
MSI Financial Services
Massachusetts
$487K -$132K -3,469 -22%
RJT
591
Raymond James Trust
Florida
$479K -$45K -1,183 -9%
FA
592
FDx Advisors
Illinois
$479K +$36.1K +949 +8%
BRWA
593
B. Riley Wealth Advisors
Florida
$475K -$78.8K -2,070 -14%
CPIM
594
Columbia Partners Investment Management
Virginia
$474K -$3.11M -81,766 -87%
KWMG
595
King Wealth Management Group
Florida
$468K -$13.8K -363 -3%
CCA
596
Checchi Capital Advisers
California
$468K +$46.5K +1,221 +11%
NFG
597
Next Financial Group
Texas
$467K -$6.85K -180 -1%
WSFS
598
Wilmington Savings Fund Society
Delaware
$454K
CONA
599
Capital One National Association
New York
$444K +$12.8K +337 +3%
SRC
600
Shufro Rose & Co
New York
$442K -$76.1K -2,000 -15%