We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
USB
2501
Union Savings Bank
Connecticut
$104K – – –
BGC
2502
Beutel, Goodman & Co
Ontario, Canada
$104K – – –
DWM
2503
Dogwood Wealth Management
Kansas
$104K +$15.1K +76 +18%
MFT
2504
Moisand Fitzgerald Tamayo
Florida
$103K +$22.6K +114 +30%
GCM
2505
Gables Capital Management
Florida
$99.9K +$74.3K +375 +364%
AAG
2506
Accordant Advisory Group
Maryland
$98.2K – – –
SIC
2507
SJS Investment Consulting
Ohio
$98K +$29.3K +148 +46%
TCM
2508
Tradewinds Capital Management
Washington
$98K -$9.11K -46 -9%
RS
2509
Rakuten Securities
Japan
$97.8K -$26.5K -134 -22%
WA
2510
Westfuller Advisors
New York
$97.8K +$9.31K +47 +11%
AA
2511
Ancora Advisors
Ohio
$95.8K -$84.2K -425 -48%
PGAM
2512
Princeton Global Asset Management
New Jersey
$94.5K -$396 -2 -0.4%
RFG
2513
REAP Financial Group
Texas
$94.2K -$396 -2 -0.4%
RWM
2514
RMG Wealth Management
Wisconsin
$92.9K +$35.4K +179 +72%
MSWA
2515
Marshall & Sterling Wealth Advisors
New York
$91.9K – – –
VWA
2516
VSM Wealth Advisory
Maryland
$90.1K +$198 +1 +0.2%
C
2517
Covestor
United Kingdom
$90K -$24.8K -125 -23%
AEPWM
2518
Atlantic Edge Private Wealth Management
Florida
$89.9K – – –
KAS
2519
Kemnay Advisory Services
New York
$89.5K +$7.53K +38 +10%
SN
2520
Sittner & Nelson
Oregon
$88K -$2.38K -12 -3%
DPW
2521
DiNuzzo Private Wealth
Pennsylvania
$87.8K – – –
ITG
2522
Index Technologies Group
New York
$87.8K +$83.2K +420 New
TWD
2523
True Wealth Design
Ohio
$85.9K +$9.9K +50 +14%
SC
2524
Solstein Capital
California
$83.4K – – –
VPW
2525
Vaquero Private Wealth
Texas
$82.2K +$77.8K +393 New
99 100
101
102 103