We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1226
One Capital Management
California
$854K – – –
BONH
1227
Bank of New Hampshire
New Hampshire
$853K – – –
FSA
1228
Fort Sheridan Advisors
Illinois
$852K +$15.2K +103 +2%
NFA
1229
Northern Financial Advisors
Michigan
$851K +$3.54K +24 +0.5%
CFG
1230
Cooper Financial Group
California
$847K +$41.3K +280 +6%
CWP
1231
Clark Wealth Partners
Illinois
$846K +$687K +4,655 +4,194%
CP
1232
Canopy Partners
Ohio
$845K +$13.6K +92 +2%
AIM
1233
Anchor Investment Management
South Carolina
$842K +$34.4K +233 +5%
RLIM
1234
Red Lighthouse Investment Management
New York
$840K -$25.3K -171 -3%
BWM
1235
Baron Wealth Management
Michigan
$837K +$7.38K +50 +1%
TFA
1236
Transamerica Financial Advisors
Florida
$837K -$4.13K -28 -0.5%
DWA
1237
Douglass Winthrop Advisors
New York
$835K -$37.7K -255 -5%
QWP
1238
Quotient Wealth Partners
Texas
$835K +$25K +169 +3%
CWM
1239
Cornerstone Wealth Management
Missouri
$833K +$110K +747 +17%
SFA
1240
Souders Financial Advisors
Ohio
$833K +$75K +508 +11%
IWM
1241
Integris Wealth Management
California
$831K – – –
APM
1242
a16z Perennial Management
California
$823K +$764K +5,175 New
HIA
1243
Harbor Investment Advisory
Maryland
$822K +$16.8K +114 +2%
WIC
1244
Woodmont Investment Counsel
Tennessee
$820K +$1.48K +10 +0.2%
FHA
1245
Flagship Harbor Advisors
Massachusetts
$819K +$86.1K +583 +13%
PWM
1246
Palacios Wealth Management
Florida
$819K – – –
KNW
1247
Kesler Norman & Wride
Utah
$818K -$910K -6,162 -49%
GCM
1248
Gibraltar Capital Management
Oklahoma
$818K – – –
VCM
1249
Vivaldi Capital Management
Illinois
$817K +$2.21K +15 +0.3%
BB
1250
Bell Bank
North Dakota
$816K – – –
48 49
50
51 52