We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
ZIG
1026
Zullo Investment Group
Pennsylvania
$1.76M +$25.3K +146 +1%
PPW
1027
Parcion Private Wealth
Washington
$1.76M +$10.9K +63 +0.6%
VEM
1028
Vann Equity Management
Texas
$1.73M +$1.82M +10,512 New
HW
1029
Hancock Whitney
Mississippi
$1.73M -$17.8K -103 -1%
PWG
1030
Portside Wealth Group
Utah
$1.72M +$42.1K +243 +2%
SF
1031
Symphony Financial
Texas
$1.72M +$822K +4,750 +80%
AC
1032
AlphaCore Capital
California
$1.72M -$234K -1,352 -11%
AWMT
1033
AAFMAA Wealth Management & Trust
North Carolina
$1.71M -$28K -162 -2%
CCT
1034
Chemung Canal Trust
New York
$1.71M -$157K -909 -8%
EGM
1035
Engineers Gate Manager
New York
$1.71M -$801K -4,627 -31%
MAM
1036
Morse Asset Management
Connecticut
$1.7M +$9.18K +53 +0.5%
GWP
1037
Gateway Wealth Partners
Wisconsin
$1.7M +$1.78M +10,307 New
FM
1038
Foster & Motley
Ohio
$1.69M -$54.7K -316 -3%
FCFC
1039
First Citizens Financial Corp
Iowa
$1.69M +$21.5K +124 +1%
MMPW
1040
Mitchell McLeod Pugh & Williams
Alabama
$1.68M +$36.2K +209 +2%
JPWM
1041
Jamison Private Wealth Management
Georgia
$1.67M +$18.9K +109 +1%
MWM
1042
Mosley Wealth Management
California
$1.66M -$30.3K -175 -2%
WAL
1043
W Advisors LLC
Tennessee
$1.66M +$118K +682 +7%
SC
1044
Sapient Capital
Indiana
$1.66M +$69.3K +400 +4%
GCA
1045
Gallagher Capital Advisors
Texas
$1.66M -$6.06K -35 -0.3%
Verition Fund Management
1046
Verition Fund Management
Connecticut
$1.65M -$23.8M -137,673 -93%
PFGIA
1047
Patriot Financial Group Insurance Agency
Massachusetts
$1.64M +$888K +5,132 +106%
MWM
1048
Modern Wealth Management
Kansas
$1.64M +$1.18M +6,812 +222%
LF
1049
Lee Financial
Texas
$1.64M -$40K -231 -2%
CCP
1050
Clough Capital Partners
Massachusetts
$1.63M