We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
751
Avior Wealth Management
Nebraska
$227K +$5.05K +109 +2%
LIC
752
Lodestar Investment Counsel
Illinois
$226K +$217K +4,687 New
III
753
Independent Investors Inc
New York
$223K
SFG
754
SevenBridge Financial Group
Pennsylvania
$222K -$34.1K -735 -14%
APP
755
Avantax Planning Partners
Iowa
$222K +$213K +4,602 New
BHBT
756
Burke & Herbert Bank & Trust
Virginia
$220K
VAM
757
Visionary Asset Management
Texas
$220K +$3.62K +78 +2%
CG
758
Caprock Group
Idaho
$220K +$212K +4,573 New
KWM
759
Kingsview Wealth Management
Oregon
$218K -$40.4K -870 -16%
RIA
760
Regal Investment Advisors
Michigan
$218K +$210K +4,534 New
SFG
761
Sather Financial Group
Texas
$217K +$209K +4,500 New
CC
762
Cadinha & Co
Hawaii
$215K +$207K +4,468 New
TTWM
763
TCV Trust & Wealth Management
Virginia
$215K +$207K +4,468 New
CHA
764
Cedar Hill Associates
Illinois
$206K +$199K +4,291 New
Kovitz Investment Group Partners
765
Kovitz Investment Group Partners
Illinois
$205K +$197K +4,255 New
GIA
766
GHP Investment Advisors
Colorado
$203K +$195K +4,211 New
SPC
767
Sigma Planning Corp
Michigan
$202K -$97.8K -2,108 -34%
ST
768
Smithfield Trust
Pennsylvania
$196K +$18.1K +390 +11%
SPIA
769
Steward Partners Investment Advisory
New York
$191K +$46K +991 +33%
SC
770
SRB Corp
Massachusetts
$189K -$20K -432 -10%
NSB
771
Norway Savings Bank
Maine
$173K
NIT
772
NumerixS Investment Technologies
British Columbia, Canada
$169K -$2.78M -59,900 -94%
JT
773
Jump Trading
Illinois
$165K +$159K +3,428 New
MA
774
MCF Advisors
Kentucky
$163K +$9.28K +200 +6%
CAW
775
Cornerstone Advisors (Washington)
Washington
$162K -$74.7K -1,610 -32%