We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CFMC
1051
Curbstone Financial Management Corp
New Hampshire
$546K – – –
MIH
1052
Meitav Investment House
Israel
$546K +$187K +1,890 +52%
FA
1053
Financial Advisors
Massachusetts
$544K – – –
RCA
1054
Ranch Capital Advisors
Florida
$544K +$97.3K +982 +21%
EWM
1055
Evermay Wealth Management
Virginia
$543K -$46.1K -465 -8%
BW
1056
Bison Wealth
Georgia
$541K -$12.3K -124 -2%
LIA
1057
LS Investment Advisors
Michigan
$540K – – –
RIA
1058
Regal Investment Advisors
Michigan
$536K – – –
MWM
1059
Maltin Wealth Management
New Jersey
$536K +$3.07K +31 +0.6%
GVAG
1060
Great Valley Advisor Group
Delaware
$534K -$38.6K -390 -7%
NHC
1061
Nicholas Hoffman & Company
Georgia
$534K +$99 +1 +0%
TAIM
1062
TD Ameritrade Investment Management
Nebraska
$532K +$221K +2,230 +25%
PCS
1063
Personal CFO Solutions
New Jersey
$526K -$89.5K -903 -14%
MFW
1064
Mosaic Family Wealth
Missouri
$525K +$535K +5,400 New
SCI
1065
Stableford Capital II
Arizona
$522K +$512K +5,168 New
RPC
1066
Rossmore Private Capital
Connecticut
$517K – – –
CIC
1067
Crawford Investment Counsel
Georgia
$514K -$5.55K -56 -1%
MYIA
1068
Mount Yale Investment Advisors
Colorado
$514K +$70.8K +715 +16%
SAS
1069
Stelac Advisory Services
New York
$513K +$158K +1,598 +44%
HPWM
1070
Highland Private Wealth Management
Washington
$511K -$76.5K -772 -13%
HPC
1071
HM Payson & Co
Maine
$511K +$35.2K +355 +7%
FFG
1072
Frisch Financial Group
New York
$506K -$1.98K -20 -0.4%
SCP
1073
Syntal Capital Partners
Texas
$505K -$1.47M -14,825 -74%
PBO
1074
Peoples Bank (Ohio)
Ohio
$505K -$35.2K -355 -6%
SYBT
1075
Stock Yards Bank & Trust
Kentucky
$505K -$10.2K -103 -2%
41 42
43
44 45