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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
651
Clarius Group LLC
Washington
$1.73M +$48K +569 +3%
LIM
652
Leavell Investment Management
Alabama
$1.73M +$200K +2,369 +12%
SCA
653
Snowden Capital Advisors
New York
$1.72M -$105K -1,249 -5%
CK
654
Cohen Klingenstein
New York
$1.72M
CICI
655
Capital Investment Counsel Inc
North Carolina
$1.71M +$35.8K +425 +2%
BDF
656
Balasa Dinverno & Foltz
$1.71M +$260K +3,084 +17%
CC
657
Courier Capital
New York
$1.7M -$37.4K -444 -2%
NRS
658
Neville Rodie & Shaw
New York
$1.69M -$2.57M -30,440 -59%
SC
659
Savant Capital
Illinois
$1.67M -$47.9K -568 -3%
PMA
660
Prudent Man Advisors
Illinois
$1.67M +$64.5K +765 +4%
SWP
661
Stratos Wealth Partners
Ohio
$1.66M +$20.4K +242 +1%
DAM
662
Deltec Asset Management
New York
$1.66M
OIM
663
Opus Investment Management
Massachusetts
$1.66M
ATPW
664
Ashton Thomas Private Wealth
Arizona
$1.64M +$66.3K +787 +4%
AWP
665
Ascent Wealth Partners
New York
$1.63M -$114K -1,356 -6%
GF
666
Gries Financial
Ohio
$1.63M +$266K +3,151 +18%
Kovitz Investment Group Partners
667
Kovitz Investment Group Partners
Illinois
$1.63M +$80.2K +951 +5%
CIP
668
Convergence Investment Partners
Florida
$1.63M -$7.33K -87 -0.4%
AWM
669
Ameliora Wealth Management
Switzerland
$1.62M +$1.78M +21,150 New
BBHC
670
Brown Brothers Harriman & Co
New York
$1.62M +$248K +2,945 +17%
TI
671
Tidal Investments
Wisconsin
$1.61M +$60.2K +714 +4%
UAS
672
United Asset Strategies
New York
$1.61M +$1.72M +20,428 New
YWP
673
YorkBridge Wealth Partners
New York
$1.6M
AWM
674
Apollon Wealth Management
South Carolina
$1.59M +$453K +5,370 +36%
CP
675
Cumberland Partners
Ontario, Canada
$1.59M -$16.7K -198 -1%