We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1251
Argus Investors Counsel
New York
$595K -$258K -2,000 -28%
NFC
1252
Northeast Financial Consultants
Connecticut
$593K – – –
WIC
1253
Woodmont Investment Counsel
Tennessee
$593K +$387 +3 +0.1%
SFS
1254
Strategic Financial Services
New York
$593K – – –
FCB
1255
First County Bank
Connecticut
$591K -$22.2K -172 -3%
FDS
1256
First Dallas Securities
Texas
$591K – – –
BSTWA
1257
Blake Schutter Theil Wealth Advisors
Ohio
$590K – – –
AA
1258
Addison Advisors
Vermont
$589K +$1.55K +12 +0.2%
CFG
1259
Cooper Financial Group
California
$587K +$162K +1,259 +33%
LC
1260
Lindbrook Capital
California
$586K -$146K -1,134 -18%
DLP
1261
De Lisle Partners
United Kingdom
$583K – – –
AWM
1262
Angeles Wealth Management
California
$579K +$67.5K +524 +12%
PB
1263
Pinnacle Bancorp
Nebraska
$577K -$58.6K -455 -8%
QP
1264
Quilter Plc
United Kingdom
$574K -$602K -4,675 -49%
GCP
1265
GSA Capital Partners
United Kingdom
$571K -$510K -3,961 -45%
GCP
1266
Garda Capital Partners
Minnesota
$568K +$627K +4,869 New
Fuller & Thaler Asset Management
1267
Fuller & Thaler Asset Management
California
$567K – – –
CCA
1268
Coign Capital Advisors
Utah
$566K -$50.1K -389 -7%
RFA
1269
Register Financial Advisors
Georgia
$565K +$258 +2 +0%
RLIM
1270
Red Lighthouse Investment Management
New York
$565K +$47.3K +367 +7%
JWWM
1271
Johnson & White Wealth Management
Pennsylvania
$565K +$8.25K +64 +1%
BWM
1272
Baron Wealth Management
Michigan
$561K +$33.6K +261 +6%
OIM
1273
Orca Investment Management
Oregon
$560K – – –
HIA
1274
Harbor Investment Advisory
Maryland
$558K +$66K +512 +12%
TBT
1275
Texas Bank & Trust
Texas
$558K – – –