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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
626
B. Riley Wealth Advisors
Florida
$333K -$61.8K -1,697 -14%
NFG
627
Next Financial Group
Texas
$333K -$53.2K -1,462 -12%
MSFP
628
Mark Sheptoff Financial Planning
Connecticut
$326K -$10.8K -298 -3%
WT
629
Whittier Trust
California
$324K +$6.01K +165 +2%
BFA
630
Beaumont Financial Advisors
Massachusetts
$321K
PAIA
631
Park Avenue Institutional Advisers
New York
$319K -$9.54K -262 -3%
EWM
632
Evercore Wealth Management
New York
$317K +$6.12K +168 +2%
CIC
633
Cornercap Investment Counsel
Georgia
$317K +$366K +10,055 New
NIMI
634
Natixis Investment Managers International
France
$315K -$105K -2,880 -22%
CIA
635
Choate Investment Advisors
Massachusetts
$314K +$1.49K +41 +0.4%
TCOT
636
Trust Company of Toledo
Ohio
$302K
GW
637
GW & Wade
Massachusetts
$300K +$11K +301 +3%
P
638
Pitcairn
Pennsylvania
$297K -$16.1K -443 -4%
WT
639
Washington Trust
Rhode Island
$297K -$6.59K -181 -2%
Manulife (Manufacturers Life Insurance)
640
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$292K -$549K -15,082 -0.2%
EDRPMB
641
Edmond de Rothschild Private Merchant Banking
United Kingdom
$291K +$337K +9,247 New
NAMA
642
Nikko Asset Management Americas
New York
$288K
IT
643
Independence Trust
Tennessee
$288K +$333K +9,147 New
ARMT
644
Amica Retiree Medical Trust
Rhode Island
$286K
TTWM
645
TCV Trust & Wealth Management
Virginia
$285K -$54.1K -1,485 -14%
CPS
646
Counsel Portfolio Services
Ontario, Canada
$284K
GCMG
647
Gyroscope Capital Management Group
Florida
$282K +$326K +8,967 New
GLI
648
Guardian Life Insurance
New York
$281K +$79K +2,171 +32%
LH
649
Lebenthal Holdings
New York
$279K +$83.3K +2,289 +35%
GLRA
650
Gerald L. Ray & Associates
Texas
$277K