We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
CBT
1026
Central Bank & Trust
Kentucky
$14K -$4.54K -96 -27%
SL
1027
Savior LLC
Massachusetts
$14K +$12.5K +265 New
AA
1028
Advisory Alpha
Michigan
$13.2K +$7.05K +149 +148%
EWA
1029
Evolution Wealth Advisors
Florida
$13K -$23.1K -487 -66%
MCM
1030
MV Capital Management
Maryland
$13K -$1.47K -31 -11%
TCM
1031
Tradewinds Capital Management
Washington
$13K +$7.1K +150 +136%
PMFA
1032
Plante Moran Financial Advisors
Michigan
$13K +$8.38K +177 +233%
FMP
1033
Financial Management Professionals
Texas
$12K
QAM
1034
QCI Asset Management
New York
$12K
TF
1035
TimeScale Financial
Massachusetts
$12K
BL
1036
Balentine LLC
Georgia
$12K +$1.14K +24 +12%
1832 Asset Management
1037
1832 Asset Management
Ontario, Canada
$12K +$10.9K +230 New
FPS
1038
Fieldpoint Private Securities
Connecticut
$11K +$568 +12 +6%
CPA
1039
Cowen Prime Advisors
New York
$11K +$9.47K +200 +1,111%
CA
1040
CXI Advisors
Indiana
$11K +$9.89K +209 New
BCM
1041
Bourgeon Capital Management
Connecticut
$10K
JGIA
1042
Jackson Grant Investment Advisers
Connecticut
$10K
JPLA
1043
Joseph P. Lucia & Associates
New York
$10K
RAM
1044
Riggs Asset Management
Pennsylvania
$10K
CWP
1045
CFM Wealth Partners
Texas
$10K +$8.05K +170 New
MSFP
1046
Mark Sheptoff Financial Planning
Connecticut
$10K +$9.47K +200 New
SGAM
1047
Smith Group Asset Management
Texas
$9K +$473 +10 +6%
AIS
1048
Accurate Investment Solutions
Pennsylvania
$9K +$8.05K +170 New
LWA
1049
Lenox Wealth Advisors
New York
$9K +$8.19K +173 New
RG
1050
Retirement Group
California
$9K +$8.66K +183 New