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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RJT
601
Raymond James Trust
Florida
$2.81M +$40.1K +468 +2%
UIM
602
USS Investment Management
United Kingdom
$2.8M – – –
DAS
603
Dynamic Advisor Solutions
Arizona
$2.79M +$159K +1,858 +7%
AAS
604
Avantax Advisory Services
Texas
$2.79M +$124K +1,442 +5%
PFO
605
Pathstone Family Office
New Jersey
$2.79M +$551K +6,422 +27%
RFC
606
Regions Financial Corp
Alabama
$2.77M +$377K +4,401 +17%
GT
607
Greenleaf Trust
Michigan
$2.77M +$89.4K +1,043 +4%
DTL
608
Dynamic Technology Lab
Singapore
$2.76M -$2.24M -26,088 -46%
GFA
609
Gifford Fong Associates
California
$2.75M – – –
AF
610
Ally Financial
Michigan
$2.75M +$2.57M +30,000 New
BPM
611
Bowling Portfolio Management
Ohio
$2.75M +$600K +7,002 +30%
ECM
612
Everence Capital Management
Indiana
$2.74M – – –
CAM
613
Cresset Asset Management
Illinois
$2.7M -$235K -2,736 -8%
SFI
614
Susquehanna Fundamental Investments
Pennsylvania
$2.67M -$2.28M -26,620 -48%
SSG
615
Summit Securities Group
New York
$2.67M +$849K +9,899 +52%
PAM
616
Palisade Asset Management
Minnesota
$2.65M -$2.06K -24 -0.1%
PA
617
Parallel Advisors
California
$2.62M +$103K +1,203 +4%
TRCT
618
Tower Research Capital (TRC)
New York
$2.6M -$15.1M -175,978 -86%
VVP
619
Venture Visionary Partners
Ohio
$2.55M +$990K +11,541 +71%
HFG
620
Heron Financial Group
New York
$2.55M -$56.6K -660 -2%
UHC
621
Union Heritage Capital
Michigan
$2.54M – – –
HB
622
Homrich & Berg
Georgia
$2.54M +$196K +2,286 +9%
CAM
623
Carret Asset Management
New York
$2.54M +$6.77K +79 +0.3%
UH
624
Unigestion Holding
Switzerland
$2.53M -$39.3K -458 -2%
HCCM
625
Hudson Canyon Capital Management
New York
$2.51M -$179K -2,084 -7%
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