We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NFA
1851
Northwest Financial Advisors
Virginia
$2.87K +$2.82K +28 New
APW
1852
Acima Private Wealth
Virginia
$2.71K – – –
WA
1853
WestEnd Advisors
North Carolina
$2.4K +$201 +2 +10%
KPP
1854
Kings Path Partners
Texas
$2.29K – – –
PIS
1855
POM Investment Strategies
North Carolina
$2.19K -$24.3K -241 -92%
TPW
1856
Talon Private Wealth
Florida
$2.08K +$2.01K +20 New
BHWM
1857
Beaird Harris Wealth Management
Texas
$1.77K – – –
AT
1858
Arlington Trust
Alabama
$1.77K – – –
HWM
1859
Horizons Wealth Management
North Carolina
$1.77K – – –
KIG
1860
Kessler Investment Group
Indiana
$1.56K – – –
VAMG
1861
Voisard Asset Management Group
Michigan
$1.56K +$1.51K +15 New
JFG
1862
JDM Financial Group
Texas
$1.04K +$1.01K +10 New
SOW
1863
State of Wyoming
Wyoming
$730 +$101 +1 +17%
CAM
1864
ClariVest Asset Management
California
$670 – – –
LIS
1865
Legacy Investment Solutions
Idaho
$532 +$403 +4 New
LWMI
1866
Legacy Wealth Management (Idaho)
Idaho
$532 +$403 +4 New
FPFS
1867
First Personal Financial Services
North Carolina
$522 +$504 +5 New
CFS
1868
CGC Financial Services
Oregon
$521 – – –
MFG
1869
Mendota Financial Group
Wisconsin
$209 +$201 +2 New
VF
1870
VitalStone Financial
Texas
$104 – – –
CMP
1871
Coston McIsaac & Partners
Maine
$8 – – –
OTPPB
1872
Ontario Teachers' Pension Plan Board
Ontario, Canada
– -$174M -1,791,472 Closed
IAIM
1873
International Assets Investment Management
Florida
– -$2.4M -817,081 Closed
ZIG
1874
Zurich Insurance Group
Switzerland
– -$43.9M -451,180 Closed
TI
1875
Trexquant Investment
Connecticut
– -$27.3M -280,773 Closed
73 74
75
76 77