We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
801
Evermay Wealth Management
Virginia
$211K -$23.1K -491 -7%
TP
802
Truvvo Partners
New York
$210K -$50.6K -1,075 -15%
MYIA
803
Mount Yale Investment Advisors
Colorado
$209K -$351K -7,462 -55%
BONST
804
Bank of Nova Scotia Trust
Ontario, Canada
$209K +$6.12K +130 +2%
BMM
805
Buffington Mohr McNeal
Idaho
$209K +$290K +6,150 New
NPF
806
Norris Perne & French
Michigan
$208K – – –
PCG
807
Private Capital Group
Connecticut
$208K +$38.5K +817 +15%
SCM
808
SOL Capital Management
Maryland
$207K – – –
WTFG
809
Wells Trecaso Financial Group
Ohio
$207K – – –
MFG
810
MidWestOne Financial Group
Iowa
$206K -$15.8K -335 -5%
AWE
811
Avidian Wealth Enterprises
Texas
$206K -$5.32K -113 -2%
MTIM
812
Marathon Trading Investment Management
Pennsylvania
$206K +$18.8K +400 +7%
CCM
813
Coldstream Capital Management
Washington
$205K +$57.4K +1,218 +25%
CH
814
Canton Hathaway
Rhode Island
$204K – – –
CCFCSB
815
Cape Cod Five Cents Savings Bank
Massachusetts
$204K – – –
AF
816
Advisornet Financial
Minnesota
$200K -$52.7K -1,120 -16%
PFGIA
817
Patriot Financial Group Insurance Agency
Massachusetts
$195K +$213K +4,523 +377%
FMT
818
First Mercantile Trust
Tennessee
$190K +$27.8K +591 +12%
AIM
819
Acropolis Investment Management
Missouri
$189K +$262K +5,559 New
EW
820
Evoke Wealth
California
$189K -$7.91K -168 -3%
TL
821
TrueWealth LLC
Georgia
$171K – – –
HPC
822
HM Payson & Co
Maine
$166K -$94.2K -2,000 -29%
VFA
823
Valeo Financial Advisors
Indiana
$166K +$30.8K +654 +19%
GWM
824
Geneos Wealth Management
Colorado
$164K -$87.2K -1,851 -28%
SIC
825
Salem Investment Counselors
North Carolina
$158K -$20.4K -434 -9%
31 32
33
34 35