We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CWAG
801
Compton Wealth Advisory Group
Virginia
$1.2M +$95.5K +990 +8%
CA
802
Cetera Advisors
Colorado
$1.2M +$166K +1,717 +14%
SWM
803
SeaCrest Wealth Management
New York
$1.19M +$32.5K +337 +3%
PCM
804
Parsons Capital Management
Rhode Island
$1.18M -$84K -871 -6%
EM
805
Excalibur Management
Massachusetts
$1.18M -$7.81K -81 -0.6%
ARMT
806
Amica Retiree Medical Trust
Rhode Island
$1.18M -$89.8K -931 -6%
IA
807
Icon Advisers
Colorado
$1.18M -$9.65K -100 -0.7%
SFM
808
Systematic Financial Management
New Jersey
$1.18M
FI
809
Fractal Investments
Connecticut
$1.18M -$735K -7,623 -36%
FF
810
FourThought Financial
Florida
$1.18M -$25.4K -263 -2%
AC
811
Abbrea Capital
California
$1.18M -$2.41K -25 -0.2%
IRC
812
Investors Research Corp
Georgia
$1.17M
LSAG
813
Lake Street Advisors Group
New Hampshire
$1.17M +$124K +1,287 +11%
GG
814
Golden Green
South Carolina
$1.16M +$984K +10,203 +327%
Boston Partners
815
Boston Partners
Massachusetts
$1.16M -$122K -1,261 -9%
BTWM
816
Baker Tilly Wealth Management
Wisconsin
$1.16M -$63.8K -661 -5%
AF
817
Advisornet Financial
Minnesota
$1.16M -$54.9K -569 -4%
WE
818
Wealth Effects
Massachusetts
$1.15M
FCH
819
Freestone Capital Holdings
Washington
$1.14M +$219K +2,266 +21%
HCM
820
Howland Capital Management
Massachusetts
$1.14M +$2.8K +29 +0.2%
Bank Julius Baer & Co
821
Bank Julius Baer & Co
Switzerland
$1.14M -$3.82M -39,598 -75%
TF
822
TLWM Financial
Texas
$1.13M +$64.5K +669 +5%
FNT
823
First National Trust
Pennsylvania
$1.13M +$1.93K +20 +0.2%
WAP
824
Wealthcare Advisory Partners
Pennsylvania
$1.13M +$39K +404 +3%
VLC
825
Van Leeuwen & Company
New Jersey
$1.13M -$1.35M -13,984 -52%