We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1076
Prestige Wealth Management Group
New Jersey
$572K +$33K +412 +7%
CI
1077
CX Institutional
Indiana
$571K -$157K -1,965 -24%
MFIM
1078
Mesirow Financial Investment Management
Illinois
$570K +$489K +6,118 New
CBT
1079
Central Bank & Trust
Kentucky
$570K -$346K -4,328 -41%
BC
1080
Bridgefront Capital
Texas
$568K +$487K +6,088 New
BEI
1081
Benjamin Edwards Inc
Missouri
$562K +$16.3K +204 +4%
CD
1082
Chapin Davis
Maryland
$561K +$2.56K +32 +0.5%
ACM
1083
Advisors Capital Management
New Jersey
$560K +$2.88K +36 +0.6%
ERIC
1084
Eagle Rock Investment Company
Georgia
$560K – – –
RLIM
1085
Red Lighthouse Investment Management
New York
$559K +$160 +2 +0%
MP
1086
McDonald Partners
Ohio
$558K -$151K -1,892 -24%
BPCE
1087
Bank Pictet & Cie (Europe)
Germany
$558K -$18.9K -236 -4%
WBG
1088
Wharton Business Group
Pennsylvania
$554K – – –
LCGC
1089
Legacy Capital Group California
California
$551K -$1.2K -15 -0.3%
LWM
1090
Laidlaw Wealth Management
New York
$550K -$20.6K -258 -4%
LGA
1091
Lebenthal Global Advisors
New York
$548K -$41.5K -519 -8%
PCM
1092
Penserra Capital Management
California
$547K -$104K -1,296 -18%
SFB
1093
STAR Financial Bank
Indiana
$547K +$108K +1,350 +30%
CF
1094
Cantor Fitzgerald
New York
$546K +$95.8K +1,197 +26%
BSW
1095
Buckingham Strategic Wealth
Missouri
$545K +$61.5K +769 +15%
CFP
1096
Catalyst Financial Partners
Massachusetts
$543K +$12.8K +160 +3%
LFA
1097
Legacy Financial Advisors
Kentucky
$543K +$20.9K +261 +5%
WCA
1098
Westover Capital Advisors
Delaware
$541K +$8.24K +103 +2%
BWP
1099
Barlow Wealth Partners
Kentucky
$539K +$463K +5,782 New
HWA
1100
Heritage Wealth Advisors
Virginia
$538K +$560 +7 +0.1%
42 43
44
45 46