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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
726
Kovitz Investment Group Partners
Illinois
$288K +$317K +7,256 New
WIC
727
Woodmont Investment Counsel
Tennessee
$287K
BCM
728
Brown Capital Management
Maryland
$287K +$2.71K +62 +0.9%
DWT
729
Dorsey & Whitney Trust
South Dakota
$287K +$20.8K +476 +7%
NRS
730
Neville Rodie & Shaw
New York
$286K -$144K -3,300 -31%
BAS
731
Brown Advisory Securities
Maryland
$286K +$55.1K +1,262 +22%
PNC
732
Park National Corp
Ohio
$285K +$49.2K +1,127 +19%
Loomis, Sayles & Company
733
Loomis, Sayles & Company
Massachusetts
$285K +$315K +7,208 New
IA
734
IFP Advisors
Florida
$284K -$284K -6,497 -47%
LWM
735
Lyell Wealth Management
California
$282K
SAM
736
Silvercrest Asset Management
New York
$281K -$33.8K -775 -10%
EM
737
Excalibur Management
Massachusetts
$281K +$59.7K +1,369 +24%
AWM
738
AE Wealth Management
Kansas
$279K -$160K -3,668 -34%
CPC
739
Congress Park Capital
New York
$278K +$21.8K +500 +8%
KA
740
KLCM Advisors
Wisconsin
$278K +$306K +7,001 New
MC
741
Miles Capital
Iowa
$277K +$10.5K +240 +4%
ARMT
742
Amica Retiree Medical Trust
Rhode Island
$275K
PLFAM
743
Pineno Levin & Ford Asset Management
Virginia
$274K
KA
744
Kovack Advisors
Florida
$274K +$7.51K +172 +3%
SWA
745
Stratos Wealth Advisors
Ohio
$274K +$302K +6,914 New
EWM
746
Evermay Wealth Management
Virginia
$265K +$66.2K +1,516 +29%
PCM
747
Poehling Capital Management
Wisconsin
$264K
SCM
748
SOL Capital Management
Maryland
$262K
MHS
749
M Holdings Securities
Oregon
$262K +$34K +778 +13%
PAS
750
Partnervest Advisory Services
California
$260K -$3.93K -90 -1%