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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
701
Beaumont Financial Advisors
Massachusetts
$508K
GCC
702
Guardian Capital (Canada)
Ontario, Canada
$502K +$245K +4,837 +102%
USGIU
703
U.S. Global Investors (USGI)
Texas
$493K +$475K +9,400 New
CI
704
Capital International
California
$491K +$474K +9,365 New
TRCT
705
Tower Research Capital (TRC)
New York
$489K +$223K +4,417 +90%
WA
706
WESPAC Advisors
California
$486K -$202K -3,986 -30%
Baird Financial Group
707
Baird Financial Group
Wisconsin
$485K +$19.3K +381 +4%
I
708
IberiaBank
Louisiana
$479K +$48.5K +960 +12%
SF
709
Synovus Financial
Georgia
$475K +$37.2K +736 +9%
MGIA
710
Moneta Group Investment Advisors
Missouri
$473K +$50.8K +1,005 +13%
RP
711
Reinhart Partners
Wisconsin
$470K -$6.57K -130 -1%
RIG
712
Renaissance Investment Group
Massachusetts
$470K -$1.01K -20 -0.2%
BBHC
713
Brown Brothers Harriman & Co
New York
$468K +$165K +3,270 +58%
LDB
714
Lee, Danner & Bass
Tennessee
$464K -$657 -13 -0.1%
SAM
715
Silvercrest Asset Management
New York
$461K
CC
716
Cognios Capital
Kansas
$454K +$438K +8,656 New
EHWM
717
Eads & Heald Wealth Management
Georgia
$453K
CFG
718
Citizens Financial Group
Rhode Island
$450K +$14.8K +293 +4%
LWM
719
Lyell Wealth Management
California
$448K -$10.5K -208 -2%
IAA
720
Independent Advisor Alliance
North Carolina
$447K +$122K +2,405 +40%
PAG
721
Private Advisory Group
Washington
$445K -$173K -3,419 -29%
CA
722
Calton & Associates
Florida
$445K +$396K +7,825 New
EWM
723
Evercore Wealth Management
New York
$438K
WT
724
Washington Trust
Rhode Island
$438K
FIB
725
First Interstate Bank
Montana
$432K