We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
851
Covington Capital Management
California
$111K +$30.5K +700 +33%
CIA
852
CSat Investment Advisory
Michigan
$110K +$15.5K +356 +15%
ECM
853
Estabrook Capital Management
New York
$106K – – –
HI
854
Human Investing
Oregon
$106K +$117K +2,670 New
BWM
855
Baystate Wealth Management
Massachusetts
$102K +$698 +16 +0.7%
WTB
856
Washington Trust Bank
Washington
$100K +$8.07K +185 +8%
GWA
857
Guidant Wealth Advisors
Illinois
$99K -$1.48K -34 -1%
BOPW
858
Brandywine Oak Private Wealth
Pennsylvania
$98K +$109K +2,490 New
OFW
859
Omnia Family Wealth
Florida
$96K +$3.8K +87 +4%
JFGIW
860
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$94K -$7.86K -180 -7%
PFBT
861
Parkside Financial Bank & Trust
Missouri
$91K +$5.5K +126 +6%
WTC
862
WhitTier Trust Company
Nevada
$90K +$17.8K +408 +22%
VFA
863
Valeo Financial Advisors
Indiana
$88K +$393 +9 +0.4%
RCAG
864
Rehmann Capital Advisory Group
Michigan
$85.6K -$11.1K -255 -11%
QCG
865
Quadrant Capital Group
Ohio
$85K -$7.29K -167 -6%
CAM
866
Cresset Asset Management
Illinois
$85K +$94.1K +2,156 New
CCM
867
Cribstone Capital Management
Maine
$81K – – –
SBL
868
Sargent Bickham Lagudis
Colorado
$81K +$44 +1 +0%
FC
869
Ferris Capital
Massachusetts
$79K -$567 -13 -0.6%
BWM
870
BerganKDV Wealth Management
Minnesota
$79K – – –
PCP
871
Proficio Capital Partners
Massachusetts
$78K +$39.1K +897 +85%
LWCFA
872
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$78K +$60K +1,375 +229%
CBT
873
Capital Bank & Trust
California
$77K – – –
MS
874
Mizuho Securities
Japan
$75K +$82.9K +1,900 New
CA
875
Claro Advisors
Massachusetts
$73K +$68.3K +1,566 New
33 34
35
36 37