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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
PGIM
901
Pacific Global Investment Management
California
$858K -$83K -971 -9%
GA
902
Greenhaven Associates
New York
$854K
DAS
903
Dynamic Advisor Solutions
Arizona
$849K +$235K +2,744 +38%
FDCC
904
Foster Dykema Cabot & Co
Massachusetts
$849K +$850K +9,939 New
MCM
905
Mork Capital Management
California
$848K
CFCI
906
Comprehensive Financial Consultants Institutional
Indiana
$846K +$23.8K +278 +3%
NFC
907
Northeast Financial Consultants
Connecticut
$840K -$156K -1,821 -16%
BAM
908
Blueshift Asset Management
New Jersey
$837K +$155K +1,812 +23%
NEI
909
Northwest & Ethical Investments
Ontario, Canada
$832K -$15K -175 -2%
HC
910
Hamilton Capital
Ohio
$830K +$92.2K +1,078 +12%
MP
911
McDonald Partners
Ohio
$828K -$90.3K -1,056 -10%
ARMT
912
Amica Retiree Medical Trust
Rhode Island
$818K +$86.4K +1,010 +12%
E
913
Ergoteles
New York
$818K +$819K +9,574 New
PCP
914
Proficio Capital Partners
Massachusetts
$816K -$51.1K -598 -6%
CCFP
915
Charles Carroll Financial Partners
Massachusetts
$814K -$145K -1,700 -15%
PPW
916
Parcion Private Wealth
Washington
$809K -$3.68K -43 -0.5%
TCM
917
Twin Capital Management
Pennsylvania
$803K -$6.33K -74 -0.8%
MMPW
918
Mitchell McLeod Pugh & Williams
Alabama
$803K -$2.22K -26 -0.3%
SIA
919
Schechter Investment Advisors
Michigan
$797K -$106K -1,241 -12%
WAL
920
W Advisors LLC
Tennessee
$790K +$1.71K +20 +0.2%
LIG
921
Lokken Investment Group
Delaware
$789K +$141K +1,644 +22%
FCFC
922
First Citizens Financial Corp
Iowa
$786K +$787K +9,208 New
BJL
923
Brighton Jones LLC
Washington
$785K +$19K +222 +2%
RFA
924
Resurgent Financial Advisors
Georgia
$785K +$48.1K +563 +7%
SIM
925
Sentry Investment Management
Wisconsin
$783K +$478K +5,592 +156%