We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RIL
801
Rothschild Investment LLC
Illinois
$710K -$134K -2,333 -18%
AWM
802
Altium Wealth Management
New York
$707K +$45.1K +786 +8%
OIM
803
Orca Investment Management
Oregon
$707K +$592K +10,313 New
QCG
804
Quadrant Capital Group
Ohio
$706K +$308K +5,368 +109%
SFFS
805
Stonehage Fleming Financial Services
Jersey
$704K +$590K +10,275 New
BCM
806
Bourgeon Capital Management
Connecticut
$699K – – –
MGIA
807
Moneta Group Investment Advisors
Missouri
$699K +$63.1K +1,100 +12%
CIP
808
Cornerstone Investment Partners
Georgia
$697K -$117K -2,043 -17%
CIS
809
Connors Investor Services
Pennsylvania
$694K – – –
CCM
810
CWH Capital Management
Washington
$694K +$235K +4,100 +68%
TWM
811
TriaGen Wealth Management
California
$693K +$580K +10,108 New
OWA
812
Outlook Wealth Advisors
Texas
$691K +$16K +279 +3%
RZH
813
Relyea Zuckerberg Hanson
Connecticut
$688K – – –
OR
814
Olympiad Research
Connecticut
$688K +$576K +10,040 New
WA
815
WESPAC Advisors
California
$688K +$576K +10,043 New
SDAM
816
Shulman DeMeo Asset Management
New York
$677K +$3.16K +55 +0.6%
OWM
817
OneAscent Wealth Management
Alabama
$676K +$566K +9,869 New
SSG
818
Summit Securities Group
New York
$672K -$103K -1,800 -16%
WT
819
Whittier Trust
California
$670K +$1.95K +34 +0.3%
GFP
820
Gryphon Financial Partners
Ohio
$661K -$26.1K -455 -5%
TCOV
821
Trust Company of Vermont
Vermont
$660K -$2.12K -37 -0.4%
CCM
822
Corsair Capital Management
New York
$659K -$13.9K -243 -2%
AC
823
Abbrea Capital
California
$649K +$16K +278 +3%
TPWA
824
TRUE Private Wealth Advisors
Oregon
$647K +$5.79K +101 +1%
TNB
825
TCF National Bank
South Dakota
$646K +$541K +9,422 New
31 32
33
34 35