We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
926
Buckley Wealth Management
Nevada
$795K -$192K -2,208 -18%
CIA
927
Choate Investment Advisors
Massachusetts
$790K +$167K +1,923 +25%
HFM
928
Hartford Funds Management
Pennsylvania
$787K +$58.1K +669 +7%
FHA
929
First Horizon Advisors
Tennessee
$785K -$45.3K -522 -5%
PA
930
Procyon Advisors
Connecticut
$780K -$844K -9,720 -50%
RFA
931
Resurgent Financial Advisors
Georgia
$779K +$30.6K +353 +4%
DDC
932
DF Dent & Co
Maryland
$775K +$67.9K +782 +9%
PPW
933
Parcion Private Wealth
Washington
$773K – – –
FPCP
934
Fort Point Capital Partners
California
$771K +$31.4K +362 +4%
MYIA
935
Mount Yale Investment Advisors
Colorado
$768K +$817K +9,409 New
DC
936
Davenport & Co
Virginia
$768K -$237K -2,726 -22%
WAL
937
W Advisors LLC
Tennessee
$757K +$1.74K +20 +0.2%
FCFC
938
First Citizens Financial Corp
Iowa
$752K – – –
MSA
939
Marino Stram & Associates
Massachusetts
$750K +$38.6K +445 +5%
PCM
940
Pennsylvania Capital Management
Pennsylvania
$746K +$1.48K +17 +0.2%
SI
941
Symmetry Investments
Jersey
$740K +$787K +9,060 New
RCM
942
Radnor Capital Management
Pennsylvania
$737K +$783K +9,020 New
MFG
943
Magnus Financial Group
New York
$736K -$92.3K -1,063 -11%
FGAM
944
Financial Gravity Asset Management
Texas
$734K +$13K +150 +153%
PWPS
945
Pinnacle Wealth Planning Services
Ohio
$732K -$2.87K -33 -0.4%
TCM
946
Twin Capital Management
Pennsylvania
$731K -$39.9K -460 -5%
GVAG
947
Great Valley Advisor Group
Delaware
$728K +$8.16K +94 +1%
DC
948
Diametric Capital
Massachusetts
$726K +$771K +8,884 New
SRC
949
Sage Rhino Capital
California
$724K -$3.3K -38 -0.4%
CCA
950
Childress Capital Advisors
Texas
$724K +$770K +8,863 New
36 37
38
39 40