We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
SRAM
1001
Spouting Rock Asset Management
Pennsylvania
$675K +$579K +7,236 New
HA
1002
Herold Advisors
New York
$675K +$160 +2 +0%
RR
1003
Robotti Robert
$673K – – –
MFC
1004
Mechanics Financial Corp
Ohio
$671K – – –
CC
1005
Corton Capital
Ontario, Canada
$671K +$45.5K +569 +9%
CDH
1006
Charles D. Hyman
$670K – – –
BCG
1007
Breakwater Capital Group
New Jersey
$670K -$11.4K -143 -2%
KA
1008
KLCM Advisors
Wisconsin
$668K -$19.7K -246 -3%
PWLP
1009
Prio Wealth Limited Partnership
Massachusetts
$663K -$8.24K -103 -1%
TWM
1010
TriaGen Wealth Management
California
$663K +$16K +200 +3%
NB
1011
NBT Bank
New York
$661K +$4.08K +51 +0.7%
QP
1012
Quilter Plc
United Kingdom
$660K -$80K -1,000 -12%
FA
1013
FDx Advisors
Illinois
$659K -$59.2K -740 -9%
MWM
1014
Mission Wealth Management
California
$655K -$10.6K -132 -2%
IA
1015
IFP Advisors
Florida
$654K -$314K -3,923 -36%
LA
1016
LexAurum Advisors
Kansas
$653K -$9.76K -122 -2%
VWA
1017
Visionary Wealth Advisors
Illinois
$649K +$43.3K +541 +8%
Empower Advisory Group
1018
Empower Advisory Group
Colorado
$647K -$18.6K -232 -3%
TCB
1019
Texas Capital Bancshares
Texas
$647K – – –
IA
1020
IFG Advisors
Missouri
$646K – – –
OIM
1021
Orca Investment Management
Oregon
$645K – – –
SB
1022
Strategic Blueprint
Georgia
$645K -$39.4K -492 -7%
PCS
1023
Personal CFO Solutions
New Jersey
$644K -$33K -413 -6%
WPW
1024
Waldron Private Wealth
Pennsylvania
$641K +$45.7K +571 +9%
EFMC
1025
Empire Financial Management Company
New York
$638K +$15.4K +193 +3%