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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
BAIA
901
Bel Air Investment Advisors
California
$739K +$729K +9,517 New
CCM
902
Corsair Capital Management
New York
$732K -$14.9K -194 -2%
BFS
903
Bradley Foster & Sargent
Connecticut
$731K +$721K +9,409 New
BSA
904
Bull Street Advisors
Georgia
$728K
Lido Advisors
905
Lido Advisors
California
$717K +$451K +5,883 +176%
JFGIW
906
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$716K -$123K -1,605 -15%
TWI
907
Thomas White International
Illinois
$716K
NNP
908
Nachman Norwood & Parrott
South Carolina
$710K +$58.2K +760 +9%
MCM
909
MAI Capital Management
Ohio
$708K -$19.8K -258 -3%
QTM
910
qPULA Trading Management
New York
$707K +$698K +9,106 New
BJL
911
Brighton Jones LLC
Washington
$702K -$11.3K -148 -2%
LOAMS
912
Lombard Odier Asset Management (Switzerland)
Switzerland
$702K +$693K +9,040 New
FAM
913
Fulcrum Asset Management
United Kingdom
$700K
LNC
914
Lincoln National Corp
Pennsylvania
$700K +$211K +2,754 +42%
RR
915
Robotti Robert
$699K
IAS
916
IMA Advisory Services
Colorado
$698K -$2.92M -38,104 -81%
NIM
917
NuWave Investment Management
New Jersey
$693K +$684K +8,920 New
SMFG
918
Sumitomo Mitsui Financial Group
Japan
$690K +$669K +8,725 New
JWCA
919
J.W. Coons Advisors
Ohio
$688K +$193K +2,515 +40%
DA
920
Denali Advisors
California
$683K -$7.2M -94,000 -91%
BTWM
921
Baker Tilly Wealth Management
Wisconsin
$683K +$83.6K +1,091 +14%
CT
922
Columbia Trust
Oregon
$683K +$349K +4,554 +107%
QT
923
Quantamental Technologies
New York
$679K +$670K +8,737 New
BW
924
Bison Wealth
Georgia
$678K +$185K +2,412 +38%
SAM
925
Strategy Asset Managers
California
$677K +$64.8K +845 +11%