We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
901
First Citizens Financial Corp
Iowa
$206K +$179K +4,260 New
SWMG
902
Strategic Wealth Management Group
Maryland
$205K +$178K +4,242 New
BAM
903
Berkshire Asset Management
Pennsylvania
$204K -$467K -11,110 -72%
STA
904
Summit Trail Advisors
New York
$204K +$177K +4,218 New
EP
905
Eudaimonia Partners
Tennessee
$199K +$3.86K +92 +2%
CFN
906
Cordasco Financial Network
Florida
$197K +$169K +4,024 +8,562%
PK
907
Pflug Koory
Nebraska
$193K -$7.56K -180 -4%
EDRH
908
Edmond de Rothschild Holding
Switzerland
$185K -$17.4K -414 -10%
RCG
909
Rock Creek Group
District of Columbia
$176K -$687K -16,365 -82%
FQ
910
First Quadrant
California
$176K +$153K +3,637 New
AIM
911
Anchor Investment Management
South Carolina
$175K -$149K -3,550 -50%
MA
912
MCF Advisors
Kentucky
$173K +$8.27K +197 +6%
IA
913
IndexIQ Advisors
New York
$171K +$131K +3,109 +723%
RCC
914
Red Cedar Capital
Nebraska
$169K – – –
HWA
915
Heritage Wealth Advisors
Virginia
$168K +$8.65K +206 +6%
HIA
916
Harbor Investment Advisory
Maryland
$168K +$8.78K +209 +6%
FMLI
917
Fukoku Mutual Life Insurance
Japan
$164K – – –
EWM
918
Edge Wealth Management
New York
$145K -$42K -1,000 -25%
FWM
919
Focused Wealth Management
New York
$142K -$2.94K -70 -2%
KPW
920
Kore Private Wealth
New York
$139K -$42 -1 -0%
AF
921
Allworth Financial
California
$136K -$3.7K -88 -3%
WTC
922
WhitTier Trust Company
Nevada
$133K – – –
GI
923
Gradient Investments
Minnesota
$133K +$420 +10 +0.4%
IA
924
IFP Advisors
Florida
$131K +$18.9K +451 +19%
BWM
925
Baystate Wealth Management
Massachusetts
$129K -$55.3K -1,316 -33%
35 36
37
38 39