We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1001
Personal CFO Solutions
New Jersey
$578K -$16.1K -188 -3%
CWM
1002
Chicago Wealth Management
Illinois
$572K – – –
VWA
1003
V Wealth Advisors
Kansas
$572K +$119K +1,387 +29%
JWCA
1004
J.W. Cole Advisors
Florida
$571K -$82.7K -964 -13%
GFP
1005
Gryphon Financial Partners
Ohio
$566K +$39.7K +463 +5%
CFG
1006
Citizens Financial Group
Rhode Island
$564K +$155K +1,807 +42%
SIC
1007
Salem Investment Counselors
North Carolina
$557K – – –
EWM
1008
Evermay Wealth Management
Virginia
$554K – – –
BFS
1009
Bard Financial Services
Connecticut
$554K +$146K +1,700 +39%
HPWM
1010
Highland Private Wealth Management
Washington
$552K -$2.14K -25 -0.4%
PRWA
1011
Platte River Wealth Advisors
Colorado
$551K +$187K +2,180 +57%
ONGA
1012
O'Neil Global Advisors
California
$550K -$137K -1,600 -21%
FIM
1013
Freedom Investment Management
Connecticut
$549K +$69.9K +815 +16%
DC
1014
Davenport & Co
Virginia
$547K +$13.9K +162 +3%
BONST
1015
Bank of Nova Scotia Trust
Ontario, Canada
$545K +$343 +4 +0.1%
MAM
1016
Mastrapasqua Asset Management
Tennessee
$541K -$31.7K -370 -6%
VFA
1017
Voya Financial Advisors
Connecticut
$537K -$1.9M -22,148 -79%
OIA
1018
Optimum Investment Advisors
Illinois
$536K -$81.5K -950 -14%
RI
1019
Ridgewood Investments
New Jersey
$535K – – –
TWI
1020
Thomas White International
Illinois
$534K -$292K -3,400 -37%
WWM
1021
Western Wealth Management
Colorado
$534K +$70.2K +819 +16%
WPW
1022
Warther Private Wealth
Ohio
$532K +$495K +5,778 New
SG
1023
StoneX Group
New York
$529K +$119K +1,392 +32%
BW
1024
Bison Wealth
Georgia
$522K -$261K -3,045 -35%
CCFCSB
1025
Cape Cod Five Cents Savings Bank
Massachusetts
$518K – – –
39 40
41
42 43