We are live on ! Find out more
MS icon

Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
PF
1476
Phoenix Financial
Israel
$505K +$88K +596 +5%
MPWS
1477
McCarter Private Wealth Services
Massachusetts
$504K +$5.17K +35 +1%
AA
1478
Argent Advisors
Louisiana
$503K +$82.7K +560 +22%
LBC
1479
Leigh Baldwin & Co
New York
$502K +$466K +3,156 New
EIP
1480
Easterly Investment Partners
Massachusetts
$501K
NGA
1481
Naples Global Advisors
Florida
$500K -$7.38K -50 -2%
RIA
1482
Richwood Investment Advisors
Ohio
$500K +$18.6K +126 +4%
AL
1483
Aspiriant LLC
California
$500K -$9.75K -66 -2%
HGA
1484
Hobbs Group Advisors
South Carolina
$496K +$4.72K +32 +1%
BWP
1485
Balboa Wealth Partners
Arizona
$496K +$45.8K +310 +11%
BFC
1486
Bedel Financial Consulting
Indiana
$496K +$9.3K +63 +2%
SC
1487
Sapient Capital
Indiana
$495K -$48.7K -330 -10%
SAG
1488
SageView Advisory Group
California
$494K -$21K -142 -4%
NWA
1489
Navis Wealth Advisors
New York
$493K +$23.6K +160 +5%
Hotchkis & Wiley Capital Management
1490
Hotchkis & Wiley Capital Management
California
$493K
WGC
1491
Watts Gwilliam & Co
Arizona
$491K
KA
1492
Kovack Advisors
Florida
$490K -$34.3K -232 -7%
APP
1493
Avantax Planning Partners
Iowa
$489K -$6.05K -41 -1%
WA
1494
Waddell & Associates
Tennessee
$488K +$42.2K +286 +10%
FC
1495
Fulcrum Capital
Washington
$487K
SAM
1496
Shell Asset Management
Netherlands
$485K -$223K -1,507 -33%
SIM
1497
Sentry Investment Management
Wisconsin
$485K -$132K -895 -22%
OF
1498
Optimize Financial
California
$484K +$449K +3,044 New
MAM
1499
McLean Asset Management
Virginia
$483K +$6.79K +46 +2%
FFN
1500
Focus Financial Network
Minnesota
$481K -$205K -1,387 -31%