We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
651
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$107K – – –
1IC
652
1919 Investment Counsel
Maryland
$104K -$3.08K -100 -3%
AWM
653
Avior Wealth Management
Nebraska
$103K +$49.3K +1,600 +100%
HPBT
654
High Point Bank & Trust
North Carolina
$95K -$12.3K -400 -12%
OIA
655
Optimum Investment Advisors
Illinois
$90K +$30.9K +1,001 +56%
ClearBridge Investments
656
ClearBridge Investments
New York
$88K +$12.5K +406 +17%
BRWM
657
B. Riley Wealth Management
Tennessee
$88K +$77.1K +2,500 +1,000%
EWM
658
Edge Wealth Management
New York
$84K – – –
WCM
659
Wealthcare Capital Management
Virginia
$83K – – –
FHA
660
First Horizon Advisors
Tennessee
$82K -$28K -908 -26%
BBPWM
661
Blue Bell Private Wealth Management
Pennsylvania
$79K – – –
PTC
662
Private Trust Company
Ohio
$78K +$678 +22 +0.9%
TCOV
663
Trust Company of Vermont
Vermont
$71K +$2.62K +85 +4%
PMFA
664
Plante Moran Financial Advisors
Michigan
$69K +$63K +2,044 +2,587%
KPCM
665
Kings Point Capital Management
New York
$67K +$15.4K +500 +32%
AFIA
666
America First Investment Advisors
Nebraska
$65K – – –
CRCP
667
Copper Rock Capital Partners
Massachusetts
$65K – – –
MWP
668
MYCIO Wealth Partners
Pennsylvania
$65K – – –
IMS
669
Index Management Solutions
Pennsylvania
$63K -$914K -29,638 -94%
CTC
670
Central Trust Company
Missouri
$61K +$5.55K +180 +10%
FNBSF
671
First National Bank Sioux Falls
South Dakota
$60K – – –
BKBG
672
BHF Kleinwort Benson Group
Belgium
$59K -$8.51K -276 -10%
EFSCE
673
Enterprise Financial Services Corp (EFSC)
Missouri
$51K – – –
GSC
674
Ground Swell Capital
South Carolina
$51K +$48.4K +1,570 New
JT
675
Jump Trading
Illinois
$49K +$47.2K +1,530 New