We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
1301
Choate Investment Advisors
Massachusetts
$316K +$15.8K +159 +5%
KPW
1302
Kore Private Wealth
New York
$315K -$420K -4,214 -57%
WB
1303
West Bancorporation
Iowa
$315K +$320K +3,208 New
H
1304
HoyleCohen
California
$314K -$86.6K -869 -21%
SOW
1305
State of Wyoming
Wyoming
$313K -$199 -2 -0.1%
WTC
1306
WhitTier Trust Company
Nevada
$312K – – –
JSL
1307
JT Stratford LLC
Georgia
$311K – – –
EFM
1308
E Fund Management
China
$311K +$1.1K +11 +0.3%
HIC
1309
Hartline Investment Corp
Illinois
$310K +$314K +3,156 New
DCM
1310
DGS Capital Management
New Jersey
$310K +$315K +3,159 New
AWA
1311
Aaron Wealth Advisors
Illinois
$308K +$56.6K +568 +22%
SWM
1312
Silverlake Wealth Management
Vermont
$307K +$311K +3,127 New
GG
1313
Golden Green
South Carolina
$306K – – –
EFSCE
1314
Enterprise Financial Services Corp (EFSC)
Missouri
$305K -$1.58M -15,870 -84%
HCMT
1315
Highland Capital Management (Tennessee)
Tennessee
$304K -$49.8K -500 -14%
RL
1316
RPO LLC
Connecticut
$304K +$309K +3,100 New
1WA
1317
180 Wealth Advisors
Washington
$303K -$133K -1,331 -30%
PAM
1318
Private Asset Management
California
$303K – – –
NFG
1319
Next Financial Group
Texas
$303K +$75.9K +762 +33%
RC
1320
Roundview Capital
New Jersey
$301K +$82.6K +829 +37%
CCM
1321
Covington Capital Management
California
$300K +$35.3K +354 +13%
NAS
1322
Nicolet Advisory Services
Wisconsin
$300K +$305K +3,058 New
BCP
1323
Berkeley Capital Partners
Georgia
$299K +$39.5K +397 +15%
OCM
1324
Objective Capital Management
Ohio
$299K +$303K +3,042 New
TWM
1325
Tradition Wealth Management
Minnesota
$298K +$13.7K +138 +5%
51 52
53
54 55