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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
701
Deltec Asset Management
New York
$1.63M – – –
Boston Partners
702
Boston Partners
Massachusetts
$1.62M -$1.02M -13,288 -39%
BCM
703
Bayesian Capital Management
New York
$1.62M +$1.22M +15,862 +315%
TH
704
TCTC Holdings
Texas
$1.61M – – –
AFM
705
Abbot Financial Management
Massachusetts
$1.57M – – –
HI
706
Hoey Investments
Pennsylvania
$1.57M +$535K +6,979 +53%
SW
707
SteelPeak Wealth
California
$1.56M -$85.5K -1,115 -5%
RCIM
708
Russell Clark Investment Management
United Kingdom
$1.55M +$1.53M +20,000 New
CF
709
Centaurus Financial
California
$1.55M -$15.6K -204 -1%
UIA
710
UBP Investment Advisors
Switzerland
$1.55M – – –
CGL
711
Clarius Group LLC
Washington
$1.53M +$278K +3,626 +22%
BOH
712
Bank of Hawaii
Hawaii
$1.53M +$71.9K +938 +5%
KPWS
713
Kestra Private Wealth Services
Texas
$1.52M +$149K +1,947 +11%
RA
714
Rational Advisors
New York
$1.51M -$18.2K -237 -1%
Vanguard Personalized Indexing Management
715
Vanguard Personalized Indexing Management
California
$1.49M +$462K +6,032 +46%
SSG
716
Summit Securities Group
New York
$1.49M +$720K +9,400 +96%
CI
717
Conning Inc
Connecticut
$1.49M -$118K -1,540 -7%
TIA
718
Tiemann Investment Advisors
California
$1.49M +$9.27K +121 +0.6%
SC
719
Savant Capital
Illinois
$1.47M +$112K +1,455 +8%
WIS
720
Wright Investors Service
Connecticut
$1.47M +$10.4K +136 +0.7%
HAG
721
HighPoint Advisor Group
Illinois
$1.46M +$140K +1,829 +11%
AW
722
Alaethes Wealth
Nevada
$1.46M +$1.44M +18,833 New
Magnetar Financial
723
Magnetar Financial
Illinois
$1.46M +$1.44M +18,842 New
RBA
724
Richard Bernstein Advisors
New York
$1.43M – – –
FTDI
725
First Trust Direct Indexing
Massachusetts
$1.43M +$94.3K +1,230 +7%