We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
926
Caerus Investment Advisors
Texas
$818K +$972K +10,079 New
JFGIW
927
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$815K +$59.6K +618 +7%
SMFG
928
Sumitomo Mitsui Financial Group
Japan
$812K -$48.2K -500 -5%
Fuller & Thaler Asset Management
929
Fuller & Thaler Asset Management
California
$807K -$309K -3,200 -26%
QI
930
Qtron Investments
Massachusetts
$807K
HC
931
Henshaw Capital
Massachusetts
$806K
ST
932
Smithfield Trust
Pennsylvania
$805K +$1.83K +19 +0.2%
Two Sigma Advisers
933
Two Sigma Advisers
New York
$804K +$888K +9,200 New
WAL
934
W Advisors LLC
Tennessee
$803K +$1.35K +14 +0.2%
FWIA
935
Fort Washington Investment Advisors
Ohio
$801K
CT
936
Cambridge Trust
Massachusetts
$790K +$128K +1,326 +17%
SW
937
SteelPeak Wealth
California
$789K +$198K +2,049 +29%
WPW
938
Warther Private Wealth
Ohio
$786K +$135K +1,399 +18%
BFS
939
Bard Financial Services
Connecticut
$786K +$162K +1,675 +23%
OWA
940
Outlook Wealth Advisors
Texas
$785K -$5.98K -62 -0.7%
EP
941
Eudaimonia Partners
Tennessee
$785K +$867K +8,983 New
ACM
942
Advisors Capital Management
New Jersey
$777K -$2.31K -24 -0.3%
FNFDCM
943
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$771K
MFG
944
Magnus Financial Group
New York
$769K -$19K -197 -2%
RWB
945
RMR Wealth Builders
New Jersey
$765K +$211K +2,188 +33%
PCP
946
Proficio Capital Partners
Massachusetts
$763K +$54.7K +567 +7%
KWM
947
Kingsview Wealth Management
Oregon
$757K -$14.9K -154 -2%
LB
948
Legacy Bridge
Iowa
$751K
SDAM
949
Shulman DeMeo Asset Management
New York
$748K +$4.53K +47 +0.6%
NVIM
950
New Vernon Investment Management
Illinois
$747K