We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
551
Asset Dedication LLC
California
$634K +$663K +19,938 New
GAG
552
GM Advisory Group
New York
$631K +$43.8K +1,317 +7%
SCM
553
Sterling Capital Management
North Carolina
$617K -$2.4M -72,160 -79%
WAS
554
WESPAC Advisors SoCal
California
$616K +$644K +19,370 New
QAM
555
Quantres Asset Management
Cayman Islands
$604K +$113K +3,400 +22%
OIA
556
Optimum Investment Advisors
Illinois
$586K +$33 +1 +0%
OMCS
557
Old Mutual Customised Solutions
South Africa
$573K – – –
WC
558
Whitnell & Co
Illinois
$569K – – –
CAL
559
Capital Analysts LLC
Pennsylvania
$562K +$60.1K +1,808 +11%
PGIM
560
Pacific Global Investment Management
California
$561K +$33 +1 +0%
DAM
561
Delta Asset Management
Tennessee
$558K +$6.65K +200 +1%
WIS
562
Wright Investors Service
Connecticut
$552K +$198K +5,965 +52%
CBT
563
Central Bank & Trust
Kentucky
$546K -$107K -3,230 -16%
PNC
564
Park National Corp
Ohio
$538K – – –
BG
565
Bahl & Gaynor
Ohio
$534K -$87.2K -2,624 -14%
RJT
566
Raymond James Trust
Florida
$528K +$141K +4,256 +35%
FNFDCM
567
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$518K – – –
CBU
568
CIBC Bank USA
Illinois
$511K +$199 +6 +0%
WP
569
WMS Partners
Maryland
$505K – – –
ECM
570
Everence Capital Management
Indiana
$502K -$233K -7,020 -31%
CG
571
Cutler Group
California
$499K +$521K +15,692 New
DSC
572
Duncker Streett & Co
Missouri
$496K +$2.56K +77 +0.5%
HVIA
573
Hudson Valley Investment Advisors
New York
$494K +$147K +4,430 +40%
KPCM
574
Kings Point Capital Management
New York
$490K – – –
WAM
575
Wealthspire Advisors (Maryland)
Maryland
$488K +$510K +15,349 New
21 22
23
24 25