We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
OIM
651
Orca Investment Management
Oregon
$692K -$424K -7,655 -37%
KWMG
652
King Wealth Management Group
Florida
$691K -$56.9K -1,028 -7%
BCMO
653
Buckingham Capital Management (Ohio)
Ohio
$687K -$10.5K -190 -1%
GXMC
654
Global X Management Company
New York
$687K +$34.6K +625 +5%
FMWA
655
Forvis Mazars Wealth Advisors
Missouri
$686K -$94.2K -1,701 -12%
IAA
656
Independent Advisor Alliance
North Carolina
$684K +$257K +4,643 +55%
MMPW
657
Mitchell McLeod Pugh & Williams
Alabama
$682K
GT
658
Greenleaf Trust
Michigan
$679K +$48.4K +875 +7%
BCM
659
Bluefin Capital Management
New York
$675K +$384K +6,931 +124%
WOC
660
West Oak Capital
California
$672K -$80.3K -1,450 -10%
BC
661
Banced Corp
Illinois
$669K -$43.7K -789 -6%
CIP
662
Cornerstone Investment Partners
Georgia
$653K
TP
663
Truvvo Partners
New York
$648K
WAM
664
Wealthspire Advisors (Maryland)
Maryland
$645K -$77.5K -1,400 -10%
ID
665
Integral Derivatives
New York
$638K -$1.24M -22,450 -66%
CCA
666
Checchi Capital Advisers
California
$621K +$26.3K +476 +4%
WTFG
667
Wells Trecaso Financial Group
Ohio
$617K -$57.6K -1,040 -8%
Baird Financial Group
668
Baird Financial Group
Wisconsin
$598K +$101K +1,831 +20%
FPCP
669
Fort Point Capital Partners
California
$593K +$22.9K +414 +4%
IIM
670
Intact Investment Management
Quebec, Canada
$588K -$27.7K -500 -4%
OA
671
Oxbow Advisors
Texas
$567K -$5.54K -100 -0.9%
NA
672
NewEdge Advisors
Louisiana
$561K +$25.5K +460 +5%
AIM
673
Anchor Investment Management
South Carolina
$540K +$1.11K +20 +0.2%
ACM
674
Advent Capital Management
New York
$540K -$2.7M -48,693 -83%
EGA
675
E&G Advisors
Texas
$540K -$194K -3,500 -26%