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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
KM
601
Kalos Management
Georgia
$759K +$50.8K +1,040 +7%
TF
602
TIAA FSB
Florida
$740K -$44.9K -919 -5%
TCOT
603
Trust Company of Toledo
Ohio
$730K
IFWM
604
Institute for Wealth Management
Colorado
$722K -$124K -2,532 -14%
HAG
605
HighPoint Advisor Group
Illinois
$717K +$3.81K +78 +0.5%
WT
606
Washington Trust
Rhode Island
$715K +$53K +1,085 +8%
CCM
607
Cullen Capital Management
New York
$708K
ACA
608
Atlas Capital Advisors
Wyoming
$707K -$327K -6,706 -31%
DAM
609
Delta Asset Management
Tennessee
$699K
GWM
610
Geneos Wealth Management
Colorado
$697K +$9.18K +188 +1%
FNFDCM
611
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$694K -$80.6K -1,650 -10%
TCM
612
Teza Capital Management
Illinois
$690K +$457K +9,367 +172%
DADC
613
D.A. Davidson & Co
Montana
$688K -$97K -1,987 -12%
AC
614
Abbrea Capital
California
$688K -$62.6K -1,282 -8%
CPO
615
Cerity Partners OCIO
New York
$685K +$718K +14,704 New
SWM
616
SeaCrest Wealth Management
New York
$683K +$2.93K +60 +0.4%
1SB
617
1ST Source Bank
Indiana
$683K +$4.35K +89 +0.6%
OIA
618
Optimum Investment Advisors
Illinois
$677K -$14.6K -298 -2%
OAM
619
Oak Asset Management
California
$676K +$709K +14,524 New
PGIM
620
Pacific Global Investment Management
California
$668K -$7.23K -148 -1%
Baird Financial Group
621
Baird Financial Group
Wisconsin
$668K +$122K +2,495 +21%
GT
622
Greenleaf Trust
Michigan
$667K +$44.1K +903 +7%
IRC
623
Investors Research Corp
Georgia
$665K
DPIM
624
Duff & Phelps Investment Management
Illinois
$663K -$27.8K -570 -4%
SIC
625
Salem Investment Counselors
North Carolina
$661K -$42.5K -870 -6%