We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
1001
Moisand Fitzgerald Tamayo
Florida
$3K
FPFS
1002
First Personal Financial Services
North Carolina
$3K +$2.85K +64 New
FBT
1003
First Bank & Trust
South Dakota
$3K +$3.03K +68 New
OSAM
1004
O'Shaughnessy Asset Management
Connecticut
$3K +$3.52K +79 New
LM
1005
Lincluden Management
Ontario, Canada
$2.13K +$2.9K +65 +0.1%
ST
1006
Sageworth Trust
Pennsylvania
$2K -$24.5K -550 -92%
LWM
1007
Liberty Wealth Management
California
$2K -$491 -11 -17%
NCM
1008
Nelson Capital Management
California
$2K
TNBTD
1009
Trustmark National Bank Trust Department
Mississippi
$2K
GC
1010
Globeflex Capital
California
$2K +$1.61K +36 New
AOWM
1011
Alpha Omega Wealth Management
Virginia
$2K +$2.19K +49 New
JCM
1012
Jacobi Capital Management
Pennsylvania
$2K +$2.45K +55 New
GT
1013
Glenmede Trust
Pennsylvania
$1.21K +$593K +13,287 +93%
APW
1014
Acima Private Wealth
Virginia
$1K
CIR
1015
Clear Investment Research
Georgia
$1K
CPA
1016
Cowen Prime Advisors
New York
$1K
CWM
1017
Cranbrook Wealth Management
Michigan
$1K
SIS
1018
Sound Income Strategies
Florida
$1K
WCG
1019
Weaver Consulting Group
California
$1K
WRF
1020
Waddell & Reed Financial
Kansas
-$93.1M -2,207,136 Closed
ACL
1021
Azora Capital LP
Florida
-$62.7M -1,484,971 Closed
RCAMU
1022
Rothschild & Co Asset Management US
Connecticut
-$26.5M -627,117 Closed
1832 Asset Management
1023
1832 Asset Management
Ontario, Canada
-$12.2M -290,700 Closed
Twin Tree Management
1024
Twin Tree Management
Texas
-$6.5M -154,118 Closed
HCMT
1025
Highland Capital Management (Texas)
Texas
-$4.43M -105,000 Closed