We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
QWM
951
Quadcap Wealth Management
Texas
$2.22M +$2.08K +12 +0.1%
PIM
952
Penobscot Investment Management
Massachusetts
$2.21M – – –
EPW
953
Evolve Private Wealth
California
$2.21M +$413K +2,388 +22%
MAWA
954
Moss Adams Wealth Advisors
Washington
$2.21M +$44K +254 +2%
SAM
955
Silvercrest Asset Management
New York
$2.21M +$88.3K +510 +4%
NB
956
NBT Bank
New York
$2.19M -$8.66K -50 -0.4%
MG
957
Mather Group
Illinois
$2.17M -$53.7K -310 -2%
GDP
958
Great Diamond Partners
Maine
$2.16M -$23.2K -134 -1%
AA
959
Altman Advisors
Illinois
$2.15M -$582K -3,360 -20%
GAMC
960
Garner Asset Management Corp
Texas
$2.14M +$99.7K +576 +5%
FFM
961
Forum Financial Management
Illinois
$2.13M -$3.03M -17,526 -57%
KCM
962
Kathmere Capital Management
Pennsylvania
$2.13M +$759K +4,383 +51%
LSA
963
Lansing Street Advisors
Pennsylvania
$2.12M -$1.73K -10 -0.1%
MNBTD
964
Moody National Bank Trust Division
Texas
$2.12M -$1.43M -8,287 -39%
CWM
965
Chesapeake Wealth Management
Virginia
$2.11M -$141K -817 -6%
WWA
966
WCG Wealth Advisors
Nevada
$2.11M +$22.5K +130 +1%
AA
967
Armis Advisers
Georgia
$2.11M -$21.1K -122 -1%
GWM
968
Greenwich Wealth Management
Connecticut
$2.1M -$14.4K -83 -0.6%
MHS
969
M Holdings Securities
Oregon
$2.1M +$1.98M +11,414 New
CIP
970
Convergence Investment Partners
Florida
$2.1M +$30.1K +174 +1%
MGP
971
M&G plc
United Kingdom
$2.08M – – –
TAP
972
Tounjian Advisory Partners
Florida
$2.08M +$17.7K +102 +0.8%
RCM
973
Radnor Capital Management
Pennsylvania
$2.08M -$6.92K -40 -0.3%
RWP
974
RWA Wealth Partners
Massachusetts
$2.07M +$188K +1,086 +9%
GIA
975
Gladstone Institutional Advisory
Florida
$2.07M +$117K +673 +6%
37 38
39
40 41