We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
901
AllSquare Wealth Management
New York
$46K – – –
CAL
902
Capital Advisors Ltd
Ohio
$46K – – –
SFSIG
903
San Francisco Sentry Investment Group
California
$46K – – –
SLF
904
Sun Life Financial
Ontario, Canada
$44K -$641 -15 -1%
AIC
905
Ameritas Investment Company
Nebraska
$43K +$40.8K +955 New
FNBOSM
906
First National Bank of South Miami
Florida
$41K – – –
EFSCE
907
Enterprise Financial Services Corp (EFSC)
Missouri
$40K -$1.62K -38 -4%
MPWT
908
MassMutual Private Wealth & Trust
Connecticut
$40K +$513 +12 +1%
RWM
909
Raffa Wealth Management
District of Columbia
$38.2K +$38.3K +896 New
CCM
910
Cribstone Capital Management
Maine
$38K -$47K -1,100 -55%
BHWM
911
Bay Harbor Wealth Management
Maryland
$38K -$2.78K -65 -7%
BWA
912
Burt Wealth Advisors
Maryland
$38K – – –
FHA
913
Flagship Harbor Advisors
Massachusetts
$37K -$4.19K -98 -10%
EWM
914
Endurance Wealth Management
Rhode Island
$37K +$24.2K +567 +189%
SMFG
915
Sumitomo Mitsui Financial Group
Japan
$36K +$35.8K +838 New
CDIA
916
Capital Directions Investment Advisors
Georgia
$36K +$36.1K +845 New
CYG
917
Clean Yield Group
Vermont
$35K – – –
WPA
918
West Paces Advisors
Georgia
$34.2K – – –
PCC
919
Park Circle Company
Maryland
$34K – – –
EWA
920
Evolution Wealth Advisors
Florida
$31K +$23K +538 +276%
AIM
921
Astor Investment Management
Illinois
$31K +$31.2K +730 New
SWA
922
Sutton Wealth Advisors
Florida
$30.2K – – –
BFC
923
Bedel Financial Consulting
Indiana
$30K – – –
TFO
924
Tarbox Family Office
California
$30K – – –
SFA
925
Semmax Financial Advisors
North Carolina
$29K -$2.22K -52 -7%
35 36
37
38 39