We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CCC
1101
Chelsea Counsel Company
California
$465K – – –
KA
1102
KLCM Advisors
Wisconsin
$465K – – –
SG
1103
StoneX Group
New York
$464K -$99.6K -1,005 -17%
MG
1104
Mather Group
Illinois
$462K +$594 +6 +0.1%
BCM
1105
Brown Capital Management
Maryland
$461K -$225K -2,275 -32%
Q
1106
QVR
California
$461K +$470K +4,741 New
LI
1107
LVZ Inc
Michigan
$460K -$58.4K -589 -11%
IIM
1108
Ipswich Investment Management
Massachusetts
$460K +$29.7K +300 +7%
MW
1109
Marcum Wealth
Ohio
$459K +$10.8K +109 +2%
HTC
1110
Haverford Trust Company
Pennsylvania
$457K +$228K +2,301 +96%
FPCG
1111
Fort Pitt Capital Group
Pennsylvania
$455K -$37.6K -380 -8%
MSA
1112
Marino Stram & Associates
Massachusetts
$455K +$463K +4,671 New
MSFS
1113
Main Street Financial Solutions
Pennsylvania
$454K +$51.3K +518 +12%
HC
1114
Hamilton Capital
Ohio
$452K +$149K +1,500 +48%
EWG
1115
Executive Wealth Group
Washington
$452K +$3.07K +31 +0.7%
1WA
1116
180 Wealth Advisors
Washington
$449K -$4.86K -49 -1%
BSW
1117
Buckingham Strategic Wealth
Missouri
$448K +$2.08K +21 +0.5%
BBWA
1118
Bell & Brown Wealth Advisors
California
$447K +$455K +4,595 New
APP
1119
Avantax Planning Partners
Iowa
$445K +$15.4K +155 +4%
SB
1120
Simmons Bank
Arkansas
$443K +$164K +1,652 +57%
IFG
1121
Independent Financial Group
California
$439K +$28.7K +290 +7%
MAG
1122
MRA Advisory Group
New Jersey
$437K +$46.5K +469 +12%
FMLI
1123
Fukoku Mutual Life Insurance
Japan
$436K +$107K +1,080 +32%
OQS
1124
Occudo Quantitative Strategies
Florida
$436K +$444K +4,477 New
LFA
1125
Legacy Financial Advisors
Kentucky
$434K +$64.9K +655 +17%
43 44
45
46 47