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Empire State Realty Series 60

Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$2.24M +$927K +58,568 +63%
Oppenheimer & Co
2
Oppenheimer & Co
New York
$792K +$849K +53,685 New
RNS
3
Robert N. Shapiro
$317K – – –
BCM
4
Bluefin Capital Management
New York
$241K +$258K +16,326 New
Edge Wealth Management
5
Edge Wealth Management
New York
$189K – – –
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$169K – – –
YHB Investment Advisors
7
YHB Investment Advisors
Connecticut
$169K – – –
ACM
8
Argentus Capital Management
Texas
$169K +$181K +11,451 New
Johnson Investment Counsel
9
Johnson Investment Counsel
Ohio
$168K +$181K +11,437 New
Bank of Montreal
10
Bank of Montreal
Ontario, Canada
$154K -$4.75K -300 -3%
UBS
11
UBS
Switzerland
$55K -$18.8K -1,188 -24%
GSC
12
Ground Swell Capital
South Carolina
$1K -$1.46K -92 -52%