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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
651
Envestnet Asset Management
Illinois
$172K +$127K +4,283 +353%
RNS
652
Robert N. Shapiro
$166K
JFGIW
653
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$159K
SHWM
654
Smith & Howard Wealth Management
Georgia
$152K +$18K +605 +14%
SEC
655
Seven Eight Capital
New York
$147K +$140K +4,700 New
ECM
656
Estabrook Capital Management
New York
$146K -$14.9K -500 -10%
HPBT
657
High Point Bank & Trust
North Carolina
$136K
SF
658
Synovus Financial
Georgia
$131K +$2.23K +75 +2%
SFPIA
659
Stevens First Principles Investment Advisors
California
$125K -$29.7K -1,000 -20%
Fuller & Thaler Asset Management
660
Fuller & Thaler Asset Management
California
$122K
FHA
661
First Horizon Advisors
Tennessee
$120K -$13.4K -450 -11%
EWM
662
Evercore Wealth Management
New York
$119K +$15.6K +524 +16%
PMFA
663
Plante Moran Financial Advisors
Michigan
$117K +$34.2K +1,149 +45%
MAM
664
Martingale Asset Management
Massachusetts
$110K -$1.3M -43,690 -93%
CFS
665
Community Financial System
New York
$110K -$8.32K -280 -7%
1IC
666
1919 Investment Counsel
Maryland
$104K
LWCFA
667
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$104K
EWM
668
Edge Wealth Management
New York
$82K -$1.64K -55 -2%
ClearBridge Investments
669
ClearBridge Investments
New York
$82K +$70.6K +2,374 +1,055%
BBPWM
670
Blue Bell Private Wealth Management
Pennsylvania
$76K +$72.1K +2,426 New
IMS
671
Index Management Solutions
Pennsylvania
$66K +$7.58K +255 +14%
TCOV
672
Trust Company of Vermont
Vermont
$66K +$8.92K +300 +17%
AFIA
673
America First Investment Advisors
Nebraska
$63K
CRCP
674
Copper Rock Capital Partners
Massachusetts
$63K
FFC
675
First Financial Corp
Indiana
$61K