We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FAFN
1351
First Affirmative Financial Network
Colorado
$230K +$234K +2,361 New
OC
1352
Oakworth Capital
Alabama
$227K – – –
FC
1353
Forte Capital
New York
$227K +$231K +2,336 New
FG
1354
Fiduciary Group
Georgia
$226K -$18.7K -189 -8%
NFG
1355
Next Financial Group
Texas
$225K -$257K -2,594 -53%
BCA
1356
Berman Capital Advisors
Georgia
$224K +$6.44K +65 +3%
CFGS
1357
Concourse Financial Group Securities
Alabama
$223K -$34K -343 -13%
BCA
1358
Bay Colony Advisors
Massachusetts
$222K – – –
IGGA
1359
Iron Gate Global Advisors
Utah
$222K +$227K +2,292 New
HCM
1360
Hodges Capital Management
Texas
$221K – – –
CMI
1361
Clare Market Investments
Texas
$221K +$1.49K +15 +0.7%
CC
1362
Chicago Capital
Illinois
$220K +$224K +2,262 New
BHIA
1363
Birch Hill Investment Advisors
Massachusetts
$218K – – –
LC
1364
LCNB Corp
Ohio
$218K – – –
APW
1365
Austin Private Wealth
Texas
$218K +$222K +2,240 New
RC
1366
Roundview Capital
New Jersey
$217K +$892 +9 +0.4%
SWM
1367
Selective Wealth Management
Virginia
$217K +$191K +1,928 +643%
SICM
1368
Sustainable Insight Capital Management
New York
$216K +$220K +2,216 New
RSWM
1369
Robertson Stephens Wealth Management
California
$216K +$221K +2,229 New
PVH
1370
Psagot Value Holdings
Israel
$214K -$188K -1,894 -46%
CA
1371
Calton & Associates
Florida
$214K -$172K -1,734 -44%
GIM
1372
Groesbeck Investment Management
New Jersey
$214K – – –
SEEDPG
1373
S.E.E.D. Planning Group
New York
$214K +$218K +2,200 New
RA
1374
Riversedge Advisors
Delaware
$214K +$218K +2,203 New
CIM
1375
Cambria Investment Management
California
$213K – – –
53 54
55
56 57