We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
MAFM
1201
Mid Atlantic Financial Management
Pennsylvania
$303K -$37K -431 -12%
TFCP
1202
Twin Focus Capital Partners
Massachusetts
$303K +$86 +1 +0%
BS
1203
Boenning & Scattergood
Pennsylvania
$301K +$17.2K +201 +7%
HHGA
1204
Halbert Hargrove Global Advisors
California
$300K -$1.54K -18 -0.5%
WGAM
1205
Wilkinson Global Asset Management
New York
$300K +$280K +3,270 New
BWAM
1206
Boyd Watterson Asset Management
Ohio
$298K +$5.14K +60 +2%
EL
1207
EMFO LLC
Florida
$298K +$279K +3,250 New
SS
1208
Sunbelt Securities
Texas
$297K +$43K +501 +18%
Financial Engines Advisors
1209
Financial Engines Advisors
California
$294K -$29.6K -345 -10%
NB
1210
NBT Bank
New York
$294K +$1.03K +12 +0.4%
CWP
1211
Curated Wealth Partners
California
$293K -$42.6K -497 -13%
HFM
1212
Harvest Fund Management
China
$293K
Jones Financial Companies
1213
Jones Financial Companies
Missouri
$293K +$127K +1,486 +87%
ABC
1214
Associated Banc-Corp
Wisconsin
$293K +$274K +3,201 New
JSL
1215
JT Stratford LLC
Georgia
$292K -$5.66K -66 -2%
IIC
1216
Integrated Investment Consultants
Michigan
$290K +$8.83K +103 +3%
JWM
1217
JGP Wealth Management
Oregon
$289K -$3.33M -38,806 -92%
HC
1218
Hamilton Capital
Ohio
$288K +$1.29K +15 +0.5%
CT
1219
Chicago Trust
Illinois
$287K -$38.7K -451 -13%
JIC
1220
Johnson Investment Counsel
Ohio
$287K -$2.74K -32 -1%
HI
1221
Hudock Inc
Pennsylvania
$287K +$23.5K +274 +10%
GG
1222
Golden Green
South Carolina
$286K -$16.9K -197 -6%
WSCM
1223
Wellington Shields Capital Management
New York
$285K +$17.1K +200 +7%
RDWM
1224
Red Door Wealth Management
Tennessee
$285K +$267K +3,119 New
RTS
1225
Round Table Services
New Jersey
$284K