We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
676
United Capital Financial Advisors
Texas
$687K -$38.7K -769 -5%
Bank Julius Baer & Co
677
Bank Julius Baer & Co
Switzerland
$681K -$20.6K -409 -3%
PCM
678
Peregrine Capital Management
Minnesota
$671K +$699K +13,871 New
EI
679
Ethic Inc
New York
$669K +$80.1K +1,591 +13%
MMPW
680
Mitchell McLeod Pugh & Williams
Alabama
$667K – – –
VWM
681
Venturi Wealth Management
Texas
$667K +$29.6K +588 +4%
GCC
682
Game Creek Capital
Massachusetts
$665K +$88.2K +1,750 +15%
SC
683
Savant Capital
Illinois
$663K +$28.9K +574 +4%
FNT
684
First National Trust
Pennsylvania
$660K – – –
IRC
685
Investors Research Corp
Georgia
$654K – – –
SFM
686
Systematic Financial Management
New Jersey
$653K – – –
APWM
687
Atlas Private Wealth Management
New York
$641K +$98.4K +1,953 +17%
DAM
688
Delta Asset Management
Tennessee
$636K – – –
PAWC
689
P.A.W. Capital
Connecticut
$629K -$50.4K -1,000 -7%
DLHL
690
Donald L. Hagan LLC
Florida
$628K -$292K -5,799 -31%
KOCAA
691
Knights of Columbus Asset Advisors
Connecticut
$621K -$738K -14,643 -53%
1SB
692
1ST Source Bank
Indiana
$619K -$35.3K -700 -5%
RIL
693
Rothschild Investment LLC
Illinois
$614K -$152K -3,017 -19%
AIS
694
AM Investment Strategies
Tennessee
$612K +$638K +12,661 New
PGIM
695
Pacific Global Investment Management
California
$611K -$15.6K -310 -2%
TCA
696
Transcend Capital Advisors
New Jersey
$611K +$637K +12,637 New
AAS
697
Avantax Advisory Services
Texas
$610K +$332K +6,599 +110%
SACTSONJ
698
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$609K – – –
BDS
699
Banco de Sabadell
Florida
$605K – – –
MAM
700
Meeder Asset Management
Ohio
$602K +$395K +7,837 +171%