We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1026
Clear Perspective Advisors
Illinois
$5K
LWA
1027
Lowe Wealth Advisors
Maryland
$5K
TSW
1028
Thompson Siegel & Walmsley
Virginia
$5K
KJWM
1029
Kiley Juergens Wealth Management
Washington
$5K +$5.46K +108 New
MFT
1030
Moisand Fitzgerald Tamayo
Florida
$4K
NCM
1031
Nelson Capital Management
California
$4K +$4K +79 New
CFD
1032
Creative Financial Designs
Indiana
$3K
CCMW
1033
Cypress Capital Management (Wyoming)
Wyoming
$3K
CFN
1034
Cordasco Financial Network
Florida
$2K
OIA
1035
OneDigital Investment Advisors
Kansas
$2K
CPA
1036
Cowen Prime Advisors
New York
$1K
CWM
1037
Cranbrook Wealth Management
Michigan
$1K
NR
1038
Newfound Research
Massachusetts
$1K
SIS
1039
Sound Income Strategies
Florida
$1K +$1.42K +28 New
PCG
1040
Private Capital Group
Connecticut
$257 +$248K +4,905 New
Kovitz Investment Group Partners
1041
Kovitz Investment Group Partners
Illinois
$219 -$4.3K -85 -2%
Credit Agricole
1042
Credit Agricole
France
-$123M -2,552,159 Closed
SAM
1043
Sentinel Asset Management
Vermont
-$55M -1,142,500 Closed
WM
1044
WS Management
Florida
-$44.3M -919,900 Closed
PI
1045
PGGM Investments
Netherlands
-$43.6M -906,129 Closed
Capital International Investors
1046
Capital International Investors
California
-$38M -789,070 Closed
NFA
1047
Nationwide Fund Advisors
Ohio
-$23.5M -488,706 Closed
DRZID
1048
DePrince Race & Zollo Inc (DRZ)
Florida
-$16.8M -348,456 Closed
SDIC
1049
South Dakota Investment Council
South Dakota
-$8.57M -177,878 Closed
Renaissance Technologies
1050
Renaissance Technologies
New York
-$8.49M -176,200 Closed