We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
751
Geneos Wealth Management
Colorado
$342K -$27.3K -576 -8%
EWM
752
Evermay Wealth Management
Virginia
$342K +$13.8K +292 +5%
DSC
753
Duncker Streett & Co
Missouri
$341K -$98.1K -2,072 -24%
JFGIW
754
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$339K +$183K +3,874 +140%
RTC
755
Riverview Trust Company
Washington
$338K -$104K -2,198 -25%
KPCM
756
Kings Point Capital Management
New York
$337K – – –
WP
757
WealthSource Partners
California
$337K +$1.7K +36 +0.5%
PCM
758
Poehling Capital Management
Wisconsin
$336K – – –
I
759
IberiaBank
Louisiana
$335K +$310K +6,547 New
GCC
760
Game Creek Capital
Massachusetts
$334K -$23.7K -500 -7%
CBOR
761
Community Bank of Raymore
Missouri
$334K – – –
CPC
762
Congress Park Capital
New York
$332K – – –
CFGS
763
Concourse Financial Group Securities
Alabama
$332K +$168K +3,554 +121%
LDB
764
Lee, Danner & Bass
Tennessee
$331K – – –
OIA
765
Optimum Investment Advisors
Illinois
$330K -$45.2K -955 -13%
HH
766
Hilltop Holdings
Texas
$329K -$663 -14 -0.2%
VFA
767
Voya Financial Advisors
Connecticut
$328K +$710 +15 +0.2%
MFG
768
MidWestOne Financial Group
Iowa
$326K -$10.1K -213 -3%
CA
769
Cetera Advisors
Colorado
$324K -$116K -2,441 -28%
GG
770
Gleason Group
Kentucky
$321K +$297K +6,277 New
GIA
771
Granite Investment Advisors
New Hampshire
$320K – – –
BBP
772
Banco BTG Pactual
Brazil
$317K -$1.9M -40,079 -87%
AWE
773
Avidian Wealth Enterprises
Texas
$316K +$6.11K +129 +2%
NPF
774
Norris Perne & French
Michigan
$313K – – –
SCM
775
SOL Capital Management
Maryland
$312K – – –
29 30
31
32 33