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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
1526
Cohen & Steers
New York
$815K
SFP
1527
Shepherd Financial Partners
Massachusetts
$813K -$31.5K -159 -4%
MI
1528
Markowski Investments
Florida
$813K +$770K +3,888 New
SA
1529
Strategic Advisors
New York
$813K -$2.78M -14,057 -78%
GCM
1530
Gibraltar Capital Management
Oklahoma
$812K
CAIM
1531
Catherine Avery Investment Management
Florida
$811K
WI
1532
WrapManager Inc
California
$810K -$10.7K -54 -1%
CBT
1533
Crews Bank & Trust
Florida
$808K +$1.98K +10 +0.3%
LGA
1534
Lebenthal Global Advisors
New York
$807K -$474K -2,393 -38%
DDC
1535
DF Dent & Co
Maryland
$806K
NHT
1536
New Hampshire Trust
New Hampshire
$804K -$2.18K -11 -0.3%
IF
1537
Intrua Financial
Texas
$804K -$407K -2,056 -35%
BWM
1538
Bullock Wealth Management
Indiana
$802K +$750K +3,788 New
SWM
1539
Segment Wealth Management
Texas
$800K -$15.4K -78 -2%
KSB
1540
Kennebec Savings Bank
Maine
$800K -$12.3K -62 -2%
GFA
1541
Gallagher Fiduciary Advisors
Illinois
$800K -$12.5K -63 -2%
IWA
1542
Inspirion Wealth Advisors
Illinois
$796K +$3.37K +17 +0.5%
BAM
1543
Broyhill Asset Management
North Carolina
$795K
CTC
1544
Cetera Trust Company
Minnesota
$795K
WA1
1545
Wimmer Associates 1
California
$795K
PCM
1546
Payne Capital Management
New York
$794K +$37K +187 +5%
SMWM
1547
Silvia McColl Wealth Management
California
$790K
PWAM
1548
Private Wealth Asset Management
Iowa
$790K +$365K +1,843 +95%
MSA
1549
Marino Stram & Associates
Massachusetts
$787K -$396 -2 -0.1%
PWP
1550
Ponta Wealth Partners
Florida
$785K +$228K +1,153 +44%