We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
WCA
1051
Westover Capital Advisors
Delaware
$274K +$230K +4,000 New
CFGS
1052
Concourse Financial Group Securities
Alabama
$273K -$82.6K -1,439 -27%
NFG
1053
Next Financial Group
Texas
$273K +$70.2K +1,224 +44%
RMDI
1054
R.M. Davis Inc
Maine
$272K +$228K +3,971 New
EWA
1055
Exencial Wealth Advisors
Oklahoma
$268K +$224K +3,905 New
RCG
1056
Rock Creek Group
District of Columbia
$267K +$24.6K +429 +12%
WW
1057
Waterfront Wealth
Kansas
$261K +$218K +3,804 New
TNBTD
1058
Trustmark National Bank Trust Department
Mississippi
$260K +$217K +3,790 New
OMC
1059
Overbrook Management Corp
New York
$258K -$3.03M -52,800 -93%
PMG
1060
ProVise Management Group
Florida
$258K +$216K +3,760 New
SCM
1061
SOL Capital Management
Maryland
$257K +$216K +3,756 New
WCM
1062
Washburn Capital Management
Florida
$256K +$214K +3,730 New
RWA
1063
Redhawk Wealth Advisors
Minnesota
$256K +$214K +3,738 New
PVH
1064
Psagot Value Holdings
Israel
$255K +$213K +3,715 New
MCM
1065
Marathon Capital Management
Maryland
$253K +$212K +3,696 New
BB
1066
Berkshire Bank
Massachusetts
$252K -$31.2K -543 -13%
HA
1067
HYA Advisors
Missouri
$252K +$211K +3,682 New
EFS
1068
Essex Financial Services
Connecticut
$249K +$206K +3,593 New
BFEC
1069
Benjamin F. Edwards & Company
Missouri
$247K +$186K +3,248 +910%
APA
1070
American Portfolios Advisors
New York
$245K -$434K -7,561 -68%
PK
1071
Pflug Koory
Nebraska
$245K – – –
HWA
1072
Heritage Wealth Advisors
Virginia
$245K +$2.58K +45 +1%
BCM
1073
Bluefin Capital Management
New York
$244K +$205K +3,567 New
MFW
1074
Meristem Family Wealth
Minnesota
$243K +$203K +3,543 New
ZIC
1075
ZWJ Investment Counsel
Georgia
$243K +$203K +3,546 New
41 42
43
44 45