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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
676
Deltec Asset Management
New York
$1.6M -$1.25M -15,300 -42%
OIM
677
Opus Investment Management
Massachusetts
$1.6M +$491K +6,000 +40%
PA
678
Procyon Advisors
Connecticut
$1.59M +$22.6K +276 +1%
SWP
679
Stratos Wealth Partners
Ohio
$1.58M +$58K +708 +4%
WHG
680
Westwood Holdings Group
Texas
$1.58M +$15.8K +193 +0.9%
CCFP
681
Charles Carroll Financial Partners
Massachusetts
$1.58M -$123K -1,500 -7%
CCT
682
Chemung Canal Trust
New York
$1.58M -$53.7K -656 -3%
CIP
683
Convergence Investment Partners
Florida
$1.57M +$328 +4 +0%
MFG
684
Merit Financial Group
Georgia
$1.55M +$1.45M +17,759 +663%
MGP
685
Metis Global Partners
California
$1.55M -$137K -1,674 -8%
CP
686
Cumberland Partners
Ontario, Canada
$1.55M -$2.29M -27,902 -58%
PMA
687
Prudent Man Advisors
Illinois
$1.55M -$8.6K -105 -0.5%
MOS
688
MGO One Seven
Ohio
$1.54M -$158K -1,932 -9%
YWP
689
YorkBridge Wealth Partners
New York
$1.54M -$36.4K -444 -2%
LIM
690
Longfellow Investment Management
Massachusetts
$1.54M +$415K +5,064 +33%
Lazard Asset Management
691
Lazard Asset Management
New York
$1.53M +$94K +1,148 +6%
UIA
692
UBP Investment Advisors
Switzerland
$1.53M
CCP
693
Clarkston Capital Partners
Michigan
$1.52M
ATPW
694
Ashton Thomas Private Wealth
Arizona
$1.52M +$457K +5,581 +39%
CCP
695
Cunning Capital Partners
North Carolina
$1.51M +$1.63M +19,870 New
TI
696
Tidal Investments
Wisconsin
$1.5M -$115K -1,403 -7%
Kovitz Investment Group Partners
697
Kovitz Investment Group Partners
Illinois
$1.49M -$19.8K -242 -1%
SW
698
SVB Wealth
Massachusetts
$1.49M +$294K +3,585 +22%
CM
699
Castleark Management
Illinois
$1.49M -$1.61M -19,600 -50%
LIM
700
Leavell Investment Management
Alabama
$1.48M +$139K +1,696 +10%