We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
DWA
1076
Douglass Winthrop Advisors
New York
$502K +$467 +5 +0.1%
XT
1077
XTX Topco
Cayman Islands
$501K +$239K +2,556 +81%
WE
1078
Wealth Effects
Massachusetts
$501K -$9.33K -100 -2%
WCA
1079
Westover Capital Advisors
Delaware
$500K +$159K +1,700 +43%
V
1080
ViaWealth
Kansas
$500K -$115K -1,235 -18%
BFEC
1081
Benjamin F. Edwards & Company
Missouri
$499K +$162K +1,737 +44%
BC
1082
Bartlett & Co
Ohio
$498K -$4.67K -50 -0.9%
BCWM
1083
Bartlett & Co Wealth Management
Ohio
$498K -$4.67K -50 -0.9%
BFM
1084
Boston Financial Management
Massachusetts
$492K -$29.6K -317 -5%
RC
1085
Roundview Capital
New Jersey
$492K +$78.5K +841 +18%
CAIMH
1086
Central Asset Investments & Management Holdings
Hong Kong
$492K +$523K +5,600 New
SMA
1087
Sage Mountain Advisors
Georgia
$491K +$283K +3,035 +119%
FA
1088
Financial Advisors
Massachusetts
$491K – – –
BONST
1089
Bank of Nova Scotia Trust
Ontario, Canada
$491K – – –
TCOT
1090
Trust Company of Toledo
Ohio
$489K – – –
YIH
1091
Y-Intercept (HK)
Hong Kong
$489K -$570K -6,112 -52%
ATC
1092
Adirondack Trust Company
New York
$489K -$40.6K -435 -7%
ACM
1093
Advisors Capital Management
New Jersey
$488K -$56.4K -604 -10%
CG
1094
Clifford Group
Massachusetts
$488K -$51K -547 -9%
LIA
1095
LS Investment Advisors
Michigan
$487K – – –
CFMC
1096
Curbstone Financial Management Corp
New Hampshire
$486K -$14K -150 -3%
SIA
1097
Strategic Investment Advisors
Michigan
$484K -$773K -8,279 -60%
CHP
1098
Cable Hill Partners
Oregon
$484K +$22.3K +239 +5%
HSA
1099
HBK Sorce Advisory
Pennsylvania
$484K -$552K -5,916 -52%
SWM
1100
Sendero Wealth Management
Texas
$483K -$192K -2,055 -27%
42 43
44
45 46