We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1101
Sather Financial Group
Texas
– -$216K -4,000 Closed
TNAM
1102
Terra Nova Asset Management
New York
– -$210K -3,900 Closed
DAM
1103
Doheny Asset Management
California
– -$210K -3,894 Closed
APP
1104
Avantax Planning Partners
Iowa
– -$208K -3,868 Closed
CPP
1105
Crow Point Partners
Massachusetts
– -$208K -3,860 Closed
OWD
1106
Osborn Williams & Donohoe
Ohio
– -$207K -3,832 Closed
KA
1107
KLCM Advisors
Wisconsin
– -$206K -3,817 Closed
CCM
1108
Coldstream Capital Management
Washington
– -$205K -3,794 Closed
RMDI
1109
R.M. Davis Inc
Maine
– -$205K -3,790 Closed
EWA
1110
EP Wealth Advisors
California
– -$204K -3,782 Closed
OMC
1111
Overbrook Management Corp
New York
– -$203K -3,764 Closed
PGA
1112
Premia Global Advisors
Florida
– -$195K -3,626 Closed
ICM
1113
Ionic Capital Management
New York
– -$189K -3,500 Closed
RPG
1114
Risk Paradigm Group
Texas
– -$156K -2,899 Closed
BCM
1115
Basswood Capital Management
New York
– -$136K -2,518 Closed
PWM
1116
Perigon Wealth Management
California
– -$113K -2,089 Closed
WAS
1117
Winch Advisory Services
Wisconsin
– -$98K -1,820 Closed
C
1118
Cerebellum
California
– -$66K -1,228 Closed
IIC
1119
Integrated Investment Consultants
Michigan
– -$64K -1,184 Closed
KF
1120
Krilogy Financial
Missouri
– -$54K -1,002 Closed
HFP
1121
Holistic Financial Partners
Indiana
– -$46K -858 Closed
MCWS
1122
McKinley Carter Wealth Services
West Virginia
– -$36K -671 Closed
ACM
1123
Armbruster Capital Management
New York
– -$34K -624 Closed
FPFS
1124
First Personal Financial Services
North Carolina
– -$27K -500 Closed
AIS
1125
AlphaOne Investment Services
Pennsylvania
– -$18K -341 Closed
42 43 44
45
46