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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
601
Ferguson Wellman Capital Management
Oregon
$918K -$39K -704 -4%
RJT
602
Raymond James Trust
Florida
$916K +$122K +2,204 +15%
SM
603
Salzhauer Michael
$911K
IFWM
604
Institute for Wealth Management
Colorado
$908K +$101K +1,833 +12%
NIMI
605
Natixis Investment Managers International
France
$899K +$922K +16,655 New
FNFDCM
606
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$893K -$80.8K -1,460 -8%
KWA
607
KCS Wealth Advisory
California
$889K +$55.9K +1,010 +7%
CAN
608
Cetera Advisor Networks
California
$888K -$117K -2,107 -11%
AHC
609
Adell Harriman & Carpenter
Texas
$883K +$906K +16,371 New
STA
610
Summit Trail Advisors
New York
$876K -$44.4K -803 -4%
LCM
611
Leisure Capital Management
California
$873K -$302K -5,453 -25%
Verition Fund Management
612
Verition Fund Management
Connecticut
$871K +$894K +16,145 New
KI
613
Koch Industries
Kansas
$868K +$276K +4,986 +45%
HAG
614
HighPoint Advisor Group
Illinois
$860K +$19.4K +351 +2%
SPIA
615
Steward Partners Investment Advisory
New York
$859K +$82.4K +1,488 +10%
AC
616
Abbrea Capital
California
$849K +$70.8K +1,279 +9%
TCOT
617
Trust Company of Toledo
Ohio
$845K +$9.74K +176 +1%
BDS
618
Banco de Sabadell
Florida
$840K -$870K -15,717 -50%
SIC
619
Salem Investment Counselors
North Carolina
$830K -$2.77K -50 -0.3%
OIA
620
Optimum Investment Advisors
Illinois
$827K +$5.59K +101 +0.7%
CCM
621
Cullen Capital Management
New York
$820K
DPIM
622
Duff & Phelps Investment Management
Illinois
$816K -$23.2K -420 -3%
DAM
623
Delta Asset Management
Tennessee
$810K
SLAM
624
Swiss Life Asset Management
$809K -$1.26M -22,828 -60%
CF
625
Centaurus Financial
California
$804K +$18K +325 +2%