We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EFA
1251
Evernest Financial Advisors
Indiana
$610K -$14.3K -116 -2%
RFA
1252
Register Financial Advisors
Georgia
$609K -$12.1K -98 -2%
BIP
1253
Blueprint Investment Partners
North Carolina
$606K +$198K +1,609 +50%
AWM
1254
Arista Wealth Management
Nevada
$605K – – –
AC
1255
ASB Consultores
Florida
$605K -$16.3K -132 -3%
M1FG
1256
Mach-1 Financial Group
Arkansas
$604K -$131K -1,062 -18%
OIM
1257
Orca Investment Management
Oregon
$603K -$80.7K -655 -12%
CWM
1258
Connecticut Wealth Management
Connecticut
$603K +$246 +2 +0%
ISFAN
1259
Investor's Fiduciary Advisor Network
Washington
$602K +$591K +4,795 New
TBT
1260
Texas Bank & Trust
Texas
$601K +$589K +4,784 New
GWM
1261
Gibbs Wealth Management
Georgia
$601K +$125K +1,013 +27%
AF
1262
Advisornet Financial
Minnesota
$600K +$108K +875 +22%
LAM
1263
L2 Asset Management
Massachusetts
$598K -$24.3K -197 -4%
JWWM
1264
Johnson & White Wealth Management
Pennsylvania
$597K +$589K +4,783 New
MC
1265
Moors & Cabot
Massachusetts
$594K +$9.36K +76 +2%
EI
1266
Ellevest Inc
New York
$594K +$13.1K +106 +2%
FC
1267
Forte Capital
New York
$589K +$16K +130 +3%
DIP
1268
DT Investment Partners
Pennsylvania
$587K – – –
I2I
1269
Insight 2811 Inc
Illinois
$585K -$8.62K -70 -1%
CD
1270
Chapin Davis
Maryland
$582K – – –
CCA
1271
Childress Capital Advisors
Texas
$580K -$67.6K -549 -11%
SFC
1272
Strategic Financial Concepts
Texas
$580K +$568K +4,613 New
WH
1273
Willner & Heller
California
$579K -$22.8K -185 -4%
LNB
1274
Ledyard National Bank
$576K +$7.02K +57 +1%
MBTD
1275
Mechanics Bank - Trust Department
California
$576K – – –
49 50
51
52 53