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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
UHC
651
Union Heritage Capital
Michigan
$2.15M +$2.13M +27,747 New
CAM
652
Carret Asset Management
New York
$2.14M +$9.96K +130 +0.5%
TC
653
TownSquare Capital
Utah
$2.14M +$207K +2,700 +11%
PMA
654
Prudent Man Advisors
Illinois
$2.14M +$73K +952 +4%
BCV
655
Banque Cantonale Vaudoise
Switzerland
$2.13M -$553K -7,213 -21%
Koshinski Asset Management
656
Koshinski Asset Management
Illinois
$2.13M -$188K -2,455 -8%
PA
657
Parallel Advisors
California
$2.13M +$50.7K +661 +2%
Walleye Trading
658
Walleye Trading
New York
$2.1M +$871K +11,362 +72%
CMO
659
Covenant Multifamily Offices
Texas
$2.05M +$2.02M +26,412 New
MOS
660
MGO One Seven
Ohio
$2.05M -$80K -1,044 -4%
EI
661
Ethic Inc
New York
$2.04M +$366K +4,776 +22%
RFC
662
Regions Financial Corp
Alabama
$2M -$490K -6,399 -20%
MFA
663
Mayflower Financial Advisors
Massachusetts
$2M +$1.54M +20,054 +356%
GWM
664
Greenwich Wealth Management
Connecticut
$1.99M -$127K -1,651 -6%
OAM
665
Occidental Asset Management
California
$1.99M +$276K +3,599 +16%
CS
666
Comerica Securities
Michigan
$1.98M -$266K -3,476 -12%
HB
667
Homrich & Berg
Georgia
$1.98M +$1.73M +22,531 +769%
LAM
668
L2 Asset Management
Massachusetts
$1.97M -$406K -5,303 -17%
Kovitz Investment Group Partners
669
Kovitz Investment Group Partners
Illinois
$1.96M +$150K +1,963 +8%
NIP
670
Nicholas Investment Partners
California
$1.94M +$1.92M +25,000 New
IWA
671
IBEX Wealth Advisors
New Jersey
$1.94M -$335K -4,365 -15%
FF
672
FourThought Financial
Florida
$1.91M +$504K +6,576 +37%
GWM
673
Geneos Wealth Management
Colorado
$1.9M -$88.6K -1,156 -5%
AG
674
AIA Group
Hong Kong
$1.9M +$700K +9,128 +60%
PFO
675
Pathstone Family Office
New Jersey
$1.86M +$1.56M +20,413 +577%