We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
LWAC
1201
Laurel Wealth Advisors (California)
California
$360K -$10K -101 -3%
JFL
1202
Jarislowsky, Fraser Ltd
Quebec, Canada
$360K – – –
NW
1203
NewEdge Wealth
Pennsylvania
$360K +$99 +1 +0%
BFEC
1204
Benjamin F. Edwards & Company
Missouri
$360K +$28K +283 +8%
KFS
1205
Kaizen Financial Strategies
California
$359K +$365K +3,685 New
BB
1206
Berkshire Bank
Massachusetts
$356K -$6.04K -61 -2%
MA
1207
MCF Advisors
Kentucky
$356K +$9.71K +98 +3%
STA
1208
Summit Trail Advisors
New York
$355K -$81.5K -823 -18%
PLFAM
1209
Pineno Levin & Ford Asset Management
Virginia
$353K – – –
TA
1210
Tiedemann Advisors
New York
$352K -$4.95K -50 -1%
JFA
1211
Johanson Financial Advisors
California
$352K +$358K +3,616 New
BRWM
1212
B. Riley Wealth Management
Tennessee
$352K +$358K +3,617 New
MCM
1213
Marathon Capital Management
Maryland
$350K -$694 -7 -0.2%
BWCS
1214
Beirne Wealth Consulting Services
Connecticut
$350K – – –
RIA
1215
Realta Investment Advisors
Delaware
$350K +$88.8K +896 +33%
HCMT
1216
Highland Capital Management (Tennessee)
Tennessee
$350K +$357K +3,600 New
CB
1217
CNB Bank
Pennsylvania
$349K -$29.1K -294 -8%
PK
1218
Pflug Koory
Nebraska
$346K – – –
SCM
1219
SOL Capital Management
Maryland
$343K – – –
YCMGA
1220
York Capital Management Global Advisors
New York
$342K -$4.05M -40,835 -92%
RCC
1221
Red Cedar Capital
Nebraska
$341K – – –
HWA
1222
Heritage Wealth Advisors
Virginia
$341K +$396 +4 +0.1%
RTS
1223
Round Table Services
New Jersey
$338K +$36.7K +370 +12%
FIA
1224
Foundations Investment Advisors
Arizona
$336K -$185K -1,863 -35%
ZIM
1225
Zacks Investment Management
Illinois
$336K +$342K +3,452 New