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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
601
Institute for Wealth Management
Colorado
$663K – – –
GT
602
Greenleaf Trust
Michigan
$656K +$23.1K +540 +4%
OTPPB
603
Ontario Teachers' Pension Plan Board
Ontario, Canada
$646K – – –
ARMT
604
Amica Retiree Medical Trust
Rhode Island
$645K – – –
DAM
605
Delta Asset Management
Tennessee
$641K – – –
PAWC
606
P.A.W. Capital
Connecticut
$640K – – –
MYIA
607
Mount Yale Investment Advisors
Colorado
$636K +$9.45K +221 +2%
ED
608
Exane Derivatives
France
$631K -$308K -7,200 -33%
SW
609
SlateStone Wealth
Florida
$628K – – –
MGIA
610
Moneta Group Investment Advisors
Missouri
$628K +$159K +3,716 +34%
RJT
611
Raymond James Trust
Florida
$627K -$7.39K -173 -1%
RIM
612
Rampart Investment Management
Connecticut
$624K -$85.1K -1,991 -12%
SFM
613
Systematic Financial Management
New Jersey
$617K -$2.26M -52,983 -79%
GSWM
614
Golden State Wealth Management
California
$616K -$2.18K -51 -0.4%
DPIM
615
Duff & Phelps Investment Management
Illinois
$608K – – –
LOAME
616
Lombard Odier Asset Management (Europe)
United Kingdom
$601K – – –
IRC
617
Investors Research Corp
Georgia
$599K – – –
PGIM
618
Pacific Global Investment Management
California
$597K +$43 +1 +0%
CCMT
619
CMT Capital Markets Trading
Germany
$591K -$1M -23,441 -63%
MMPW
620
Mitchell McLeod Pugh & Williams
Alabama
$588K – – –
PWP
621
Principle Wealth Partners
Connecticut
$583K +$134K +3,133 +30%
SWM
622
SeaCrest Wealth Management
New York
$581K -$2.27K -53 -0.4%
CANC
623
Culbertson A N & Co
Virginia
$580K +$51.3K +1,200 +10%
KA
624
Kintegral Advisory
New York
$574K – – –
BWM
625
Buckley Wealth Management
Nevada
$573K -$279K -6,531 -33%
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