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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
601
Kovitz Investment Group Partners
Illinois
$999K +$1.04M +20,660 New
GAG
602
GM Advisory Group
New York
$994K
CAG
603
Csenge Advisory Group
Florida
$993K -$550K -10,920 -34%
TCM
604
Teza Capital Management
Illinois
$984K +$1.03M +20,354 New
OPPTF
605
OPSEU Pension Plan Trust Fund
Ontario, Canada
$976K +$10.5K +208 +1%
FDS
606
Freedom Day Solutions
Texas
$968K +$509K +10,099 +102%
UIA
607
UBP Investment Advisors
Switzerland
$967K
SW
608
SlateStone Wealth
Florida
$965K +$493K +9,790 +96%
TAM
609
Tocqueville Asset Management
New York
$959K +$230K +4,567 +30%
AFM
610
Abbot Financial Management
Massachusetts
$955K +$3.07K +61 +0.3%
TG
611
TCW Group
California
$948K +$987K +19,602 New
GJCM
612
Grand Jean Capital Management
California
$946K -$3.78K -75 -0.4%
TC
613
TownSquare Capital
Utah
$944K -$106K -2,099 -10%
JCIA
614
Jackson Creek Investment Advisors
Colorado
$942K +$981K +19,476 New
IIA
615
IPG Investment Advisors
California
$928K +$353K +7,000 +57%
CCP
616
Corient Capital Partners
California
$923K -$67.8K -1,345 -7%
BIM
617
Baldwin Investment Management
Pennsylvania
$908K +$946K +18,784 New
CC
618
Centiva Capital
New York
$905K +$943K +18,712 New
WAP
619
Wealthcare Advisory Partners
Pennsylvania
$901K +$6.35K +126 +0.7%
CI
620
Conning Inc
Connecticut
$891K +$12.6K +250 +1%
RBA
621
Richard Bernstein Advisors
New York
$888K
LOAME
622
Lombard Odier Asset Management (Europe)
United Kingdom
$882K +$359K +7,131 +64%
OTPPB
623
Ontario Teachers' Pension Plan Board
Ontario, Canada
$870K -$381K -7,559 -30%
PI
624
Parkside Investments
Illinois
$870K
OAM
625
Oak Asset Management
California
$866K +$14.9K +296 +2%