We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
976
Carroll Financial Associates
North Carolina
$56K – – –
RWA
977
Ropes Wealth Advisors
Massachusetts
$54K +$4.96K +118 +12%
SIM
978
Sonora Investment Management
Arizona
$54K +$47.3K +1,126 New
MHR
979
Matthew Hamilton Rosenberg
$53K – – –
CAL
980
Capital Advisors Ltd
Ohio
$52K – – –
WB
981
Webster Bank
Connecticut
$52K +$45.4K +1,082 New
KWM
982
Keebeck Wealth Management
Illinois
$51K +$44.5K +1,060 New
AW
983
Alpha Windward
Massachusetts
$50K +$43.7K +1,040 New
FNBOSM
984
First National Bank of South Miami
Florida
$48K – – –
GFPC
985
Global Financial Private Client
Florida
$45.9K – – –
WPA
986
West Paces Advisors
Georgia
$45.7K – – –
FRA
987
Front Row Advisors
California
$44K -$15.9K -378 -29%
MRCM
988
M&R Capital Management
New Jersey
$43K -$6.55K -156 -15%
BWA
989
Burt Wealth Advisors
Maryland
$43K – – –
EWM
990
Endurance Wealth Management
Rhode Island
$42K – – –
GRP
991
Global Retirement Partners
California
$42K +$23.6K +563 +183%
AWM
992
Apollon Wealth Management
South Carolina
$42K +$36.3K +865 New
TFO
993
Tarbox Family Office
California
$41K -$798 -19 -2%
AWM
994
AllSquare Wealth Management
New York
$41K – – –
GWS
995
Glassman Wealth Services
Virginia
$40K +$3.02K +72 +9%
SFSIG
996
San Francisco Sentry Investment Group
California
$39K -$7.64K -182 -18%
CCA
997
Column Capital Advisors
Indiana
$39K -$1.3K -31 -4%
LAS
998
Lloyd Advisory Services
Georgia
$39K -$168 -4 -0.5%
PCC
999
Park Circle Company
Maryland
$39K – – –
SFG
1000
Sowa Financial Group
Rhode Island
$38K – – –
38 39
40
41 42