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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
601
Carret Asset Management
New York
$1.01M – – –
TH
602
TCTC Holdings
Texas
$1M – – –
Kovitz Investment Group Partners
603
Kovitz Investment Group Partners
Illinois
$999K +$1.04M +20,660 New
GAG
604
GM Advisory Group
New York
$994K – – –
CAG
605
Csenge Advisory Group
Florida
$993K -$550K -10,920 -34%
TCM
606
Teza Capital Management
Illinois
$984K +$1.03M +20,354 New
OPPTF
607
OPSEU Pension Plan Trust Fund
Ontario, Canada
$976K +$10.5K +208 +1%
FDS
608
Freedom Day Solutions
Texas
$968K +$509K +10,099 +102%
UIA
609
UBP Investment Advisors
Switzerland
$967K – – –
SW
610
SlateStone Wealth
Florida
$965K +$493K +9,790 +96%
TAM
611
Tocqueville Asset Management
New York
$959K +$230K +4,567 +30%
AFM
612
Abbot Financial Management
Massachusetts
$955K +$3.07K +61 +0.3%
TG
613
TCW Group
California
$948K +$987K +19,602 New
GJCM
614
Grand Jean Capital Management
California
$946K -$3.78K -75 -0.4%
TC
615
TownSquare Capital
Utah
$944K -$106K -2,099 -10%
JCIA
616
Jackson Creek Investment Advisors
Colorado
$942K +$981K +19,476 New
IIA
617
IPG Investment Advisors
California
$928K +$353K +7,000 +57%
CCP
618
Corient Capital Partners
California
$923K -$67.8K -1,345 -7%
BIM
619
Baldwin Investment Management
Pennsylvania
$908K +$946K +18,784 New
CC
620
Centiva Capital
New York
$905K +$943K +18,712 New
WAP
621
Wealthcare Advisory Partners
Pennsylvania
$901K +$6.35K +126 +0.7%
CI
622
Conning Inc
Connecticut
$891K +$12.6K +250 +1%
RBA
623
Richard Bernstein Advisors
New York
$888K – – –
LOAME
624
Lombard Odier Asset Management (Europe)
United Kingdom
$882K +$359K +7,131 +64%
OTPPB
625
Ontario Teachers' Pension Plan Board
Ontario, Canada
$870K -$381K -7,559 -30%