We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1376
TritonPoint Wealth
Maryland
$296K +$25.6K +269 +10%
PCA
1377
Pallas Capital Advisors
Massachusetts
$296K +$37.7K +396 +16%
NCTC
1378
New Covenant Trust Company
Indiana
$296K -$17.3K -182 -6%
ABC
1379
Associated Banc-Corp
Wisconsin
$295K – – –
ORC
1380
O'Rourke & Company
Massachusetts
$295K +$1.05K +11 +0.4%
AL
1381
Aspiriant LLC
California
$295K -$123K -1,297 -30%
WA1
1382
Wimmer Associates 1
California
$294K – – –
MAM
1383
McLean Asset Management
Virginia
$294K +$7.14K +75 +3%
PA
1384
PFG Advisors
Arizona
$293K +$4.95K +52 +2%
JIC
1385
Johnson Investment Counsel
Ohio
$293K -$72.3K -759 -20%
FIB
1386
First Interstate Bank
Montana
$292K -$8.57K -90 -3%
SOAMC
1387
Spirit of America Management Corp
New York
$292K – – –
FOA
1388
Five Oceans Advisors
California
$291K -$1.62K -17 -0.6%
WB
1389
Webster Bank
Connecticut
$291K +$57.1K +600 +25%
PEA
1390
Park Edge Advisors
Ohio
$290K +$2K +21 +0.7%
SWG
1391
Summit Wealth Group
Vermont
$290K +$284K +2,983 New
AUB
1392
Atlantic Union Bankshares
Virginia
$290K +$284K +2,984 New
V
1393
ViaWealth
Kansas
$290K +$1.14K +12 +0.4%
OFW
1394
Omnia Family Wealth
Florida
$288K +$8.66K +91 +3%
BFC
1395
Blue Fin Capital
Rhode Island
$288K – – –
BAAM
1396
Baker Avenue Asset Management
California
$287K +$8.66K +91 +3%
BWP
1397
Balboa Wealth Partners
Arizona
$286K +$280K +2,946 New
WAG
1398
Wallace Advisory Group
California
$285K -$18K -189 -6%
FCH
1399
Freestone Capital Holdings
Washington
$285K +$22.7K +238 +9%
GLA
1400
Great Lakes Advisors
Illinois
$284K +$278K +2,924 New
54 55
56
57 58