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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
MBFW
1701
Morton Brown Family Wealth
Pennsylvania
$3K +$3.09K +31 New
MTWM
1702
Masso Torrence Wealth Management
New Jersey
$3K +$3.19K +32 New
CSWM
1703
Cassady Schiller Wealth Management
Ohio
$3K +$3.29K +33 New
PCMC
1704
Paragon Capital Management (Colorado)
Colorado
$3K +$3.29K +33 New
GWMIA
1705
Global Wealth Management Investment Advisory
Florida
$2K -$498 -5 -20%
FCAS
1706
First Command Advisory Services
Texas
$2K – – –
JWM
1707
Janiczek Wealth Management
Colorado
$2K – – –
AP
1708
Arlington Partners
Alabama
$2K +$1.69K +17 New
CFFP
1709
Center for Financial Planning
Michigan
$2K +$2.09K +21 New
WA
1710
WestEnd Advisors
North Carolina
$1.67K +$1.69K +17 New
UFF
1711
USA Financial Formulas
Michigan
$1K -$1.22M -12,252 -100%
HFS
1712
Hantz Financial Services
Michigan
$1K +$1.29K +13 New
OTPPB
1713
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$270M -2,769,657 Closed
LCM
1714
Laurion Capital Management
New York
– -$59M -592,553 Closed
KP
1715
Kiltearn Partners
United Kingdom
– -$47.4M -487,066 Closed
ACI
1716
AMP Capital Investors
Australia
– -$38.1M -390,553 Closed
Select Equity Group
1717
Select Equity Group
New York
– -$36.2M -372,032 Closed
E
1718
Ergoteles
New York
– -$18.8M -193,006 Closed
BCM
1719
Bridgeway Capital Management
Texas
– -$17.3M -177,835 Closed
Twin Tree Management
1720
Twin Tree Management
Texas
– -$17.7M -177,634 Closed
AIM
1721
Artemis Investment Management
United Kingdom
– -$14.5M -149,525 Closed
AIM
1722
Achmea Investment Management
Netherlands
– -$12.5M -128,827 Closed
QT
1723
Quantbot Technologies
New York
– -$10.8M -110,785 Closed
MFS
1724
Mirabella Financial Services
United Kingdom
– -$9.8M -100,674 Closed
CA
1725
Cornerstone Advisors
North Carolina
– -$9.54M -98,000 Closed