We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
1501
First Dallas Securities
Texas
$849K -$198K -1,000 -20%
WPC
1502
Waters Parkerson & Co
Louisiana
$847K – – –
DJSG
1503
D.J. St. Germain
Massachusetts
$846K +$44K +222 +6%
OCM
1504
Orleans Capital Management
Louisiana
$845K +$801K +4,044 New
CPCM
1505
Cardinal Point Capital Management
Ontario, Canada
$845K +$253K +1,278 +46%
MAM
1506
McLaughlin Asset Management
Illinois
$845K -$54.1K -273 -6%
OWP
1507
Obermeyer Wealth Partners
Colorado
$845K +$48.3K +244 +6%
CH
1508
Cromwell Holdings
Wyoming
$843K – – –
PAG
1509
Private Advisory Group
Washington
$842K +$237K +1,195 +42%
AFT
1510
Alpha Family Trust
California
$841K – – –
BCA
1511
Bay Capital Advisors
Virginia
$841K – – –
MHC
1512
May Hill Capital
Massachusetts
$840K +$26.9K +136 +4%
BWP
1513
Balboa Wealth Partners
Arizona
$839K +$130K +657 +20%
RIA
1514
Regal Investment Advisors
Michigan
$838K -$977K -4,933 -55%
PVI
1515
Pine Valley Investments
New Jersey
$837K +$89.1K +450 +13%
BOA
1516
Birnam Oak Advisors
New York
$836K – – –
GRR
1517
Golden Reserve Retirement
Ohio
$832K +$288K +1,452 +57%
RPGK
1518
Retirement Planning Group (Kansas)
Kansas
$829K +$20.6K +104 +3%
WIC
1519
Woodmont Investment Counsel
Tennessee
$829K +$2.38K +12 +0.3%
FIB
1520
First Interstate Bank
Montana
$826K – – –
AMPWP
1521
Alvarez & Marsal Private Wealth Partners
Florida
$824K -$368K -1,856 -32%
BWA
1522
Basecamp Wealth Advisors
Washington
$821K – – –
AHL
1523
Abel Hall LLC
Louisiana
$821K +$77K +389 +11%
WI
1524
WBI Investments
New Jersey
$816K +$773K +3,905 New
AL
1525
Aspiriant LLC
California
$815K +$79.4K +401 +11%
59 60
61
62 63