We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1201
WESPAC Advisors SoCal
California
$1.55M +$66.5K +336 +5%
GBT
1202
Grove Bank & Trust
Florida
$1.55M +$198 +1 +0%
DCM
1203
Davidson Capital Management
Texas
$1.55M +$29.9K +151 +2%
FNFDCM
1204
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.55M +$4.55K +23 +0.3%
OCM
1205
Orion Capital Management
California
$1.54M -$61.4K -310 -4%
Financial Engines Advisors
1206
Financial Engines Advisors
California
$1.53M -$29.3K -148 -2%
SWA
1207
Stratos Wealth Advisors
Ohio
$1.53M -$108K -545 -7%
DWM
1208
Destination Wealth Management
California
$1.52M +$144K +727 +11%
MWM
1209
Mindset Wealth Management
Indiana
$1.52M +$122K +614 +9%
AWM
1210
Accurate Wealth Management
Florida
$1.51M +$120K +605 +10%
ADL
1211
Asset Dedication LLC
California
$1.51M -$20K -101 -1%
HI
1212
Harbour Investments
Wisconsin
$1.5M +$90.5K +457 +7%
BSA
1213
Bull Street Advisors
Georgia
$1.5M -$2.97K -15 -0.2%
HIP
1214
Harrell Investment Partners
Texas
$1.5M +$47.5K +240 +3%
PCS
1215
Personal CFO Solutions
New Jersey
$1.5M +$42.8K +216 +3%
BAAM
1216
Baker Avenue Asset Management
California
$1.5M +$87.7K +443 +7%
CAM
1217
Cidel Asset Management
Ontario, Canada
$1.49M -$32.7K -165 -2%
GAM
1218
Grandview Asset Management
Pennsylvania
$1.48M +$107K +542 +8%
PW
1219
Paladin Wealth
Minnesota
$1.48M -$41.2K -208 -3%
NB
1220
NBH Bank
Colorado
$1.48M +$1.4M +7,077 New
CFG
1221
Cooper Financial Group
California
$1.47M +$87.7K +443 +7%
AWM
1222
Atticus Wealth Management
Florida
$1.47M +$197K +997 +17%
WF
1223
Welch & Forbes
Massachusetts
$1.47M +$271K +1,369 +24%
E
1224
Evansbrook
Illinois
$1.47M
PWP
1225
Perfromance Wealth Partners
Illinois
$1.46M +$686K +3,463 +98%