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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
BP
626
Ballentine Partners
Massachusetts
$203K +$193K +6,268 New
HFS
627
HL Financial Services
Kentucky
$202K -$427K -13,837 -69%
CNAM
628
Campbell Newman Asset Management
Wisconsin
$202K +$193K +6,244 New
SPC
629
Stewart & Patten Company
California
$201K -$43.2K -1,400 -18%
KFC
630
Klingenstein Fields & Co
New York
$201K +$192K +6,221 New
HCM
631
Highlander Capital Management
New Jersey
$200K
SAMC
632
Shinko Asset Management Company
Japan
$192K
FAM
633
Formidable Asset Management
Ohio
$189K
BAM
634
Brave Asset Management
New Jersey
$186K
MSFP
635
Mark Sheptoff Financial Planning
Connecticut
$175K -$6.17K -200 -4%
RNS
636
Robert N. Shapiro
$172K
EWM
637
Evercore Wealth Management
New York
$169K +$13.7K +444 +9%
HCC
638
Hirtle Callaghan & Co
Pennsylvania
$155K +$148K +4,800 New
SSG
639
Summit Securities Group
New York
$155K +$148K +4,800 New
SF
640
Synovus Financial
Georgia
$148K +$31 +1 +0%
Envestnet Asset Management
641
Envestnet Asset Management
Illinois
$146K -$60.3K -1,956 -30%
MCM
642
Manchester Capital Management
Vermont
$145K -$20K -650 -13%
First Manhattan
643
First Manhattan
New York
$137K -$340K -11,040 -72%
DBT
644
Dubuque Bank & Trust
Iowa
$135K +$129K +4,177 New
RIA
645
Regal Investment Advisors
Michigan
$117K
CFS
646
Community Financial System
New York
$113K
WA
647
WFG Advisors
Texas
$112K +$123 +4 +0.1%
AIM
648
Acuity Investment Management
Ontario, Canada
$110K
ECM
649
Estabrook Capital Management
New York
$109K -$40.1K -1,300 -28%
LWCFA
650
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K