We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
876
Patriot Financial Group Insurance Agency
Massachusetts
$17K – – –
ACM
877
AUA Capital Management
Pennsylvania
$15K – – –
FFC
878
First Financial Corp
Indiana
$15K – – –
CIM
879
Contravisory Investment Management
Massachusetts
$15K +$14.3K +309 New
PCM
880
Prelude Capital Management
New York
$14K -$6.35K -137 -31%
EWM
881
Endurance Wealth Management
Rhode Island
$14K – – –
PCM
882
Penserra Capital Management
California
$13K -$1.22M -26,275 -99%
JAM
883
Jolley Asset Management
North Carolina
$12K – – –
MCM
884
MV Capital Management
Maryland
$12K – – –
TDC
885
Thompson Davis & Co
Virginia
$12K – – –
VIA
886
Vantage Investment Advisors
Pennsylvania
$12K – – –
VFA
887
Valeo Financial Advisors
Indiana
$12K +$11.5K +249 New
Carson Wealth (CWM LLC)
888
Carson Wealth (CWM LLC)
Nebraska
$12K +$11.9K +256 New
AIS
889
AlphaOne Investment Services
Pennsylvania
$12K +$11.9K +257 New
RFA
890
Reilly Financial Advisors
California
$10K -$9.28K -200 -50%
AIS
891
Accurate Investment Solutions
Pennsylvania
$10K -$4.08K -88 -30%
HS
892
Horan Securities
United States
$10K – – –
MCIA
893
Mountain Capital Investment Advisors
Colorado
$10K – – –
LA
894
Legacy Advisors
Pennsylvania
$10K +$10.1K +218 New
LYV
895
Live Your Vision
Pennsylvania
$9K +$46 +1 +0.5%
FPB
896
First PREMIER Bank
South Dakota
$8K – – –
PA
897
Perennial Advisors
New York
$8K – – –
FFW
898
Fusion Family Wealth
New York
$8K +$7.24K +156 New
CLOS
899
Compagnie Lombard Odier SCmA
Switzerland
$6K -$2.94M -63,450 -100%
IF
900
Ironwood Financial
Arizona
$6K – – –