We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1626
Northwest Capital Management
Oregon
$44.3K – – –
SFA
1627
Semmax Financial Advisors
North Carolina
$44K – – –
MFT
1628
Moisand Fitzgerald Tamayo
Florida
$43.7K – – –
AWM
1629
Abound Wealth Management
Tennessee
$43.3K +$2.4K +30 +7%
ETC
1630
Exchange Traded Concepts
Oklahoma
$42.8K -$139K -1,733 -79%
CT
1631
Colonial Trust
South Carolina
$42.4K -$31.7K -396 -47%
PWA
1632
Provenance Wealth Advisors
Florida
$41.3K +$32.9K +411 +1,284%
FWM
1633
FSA Wealth Management
Massachusetts
$41K +$35.6K +445 New
PWM
1634
Partnership Wealth Management
Maryland
$40.8K +$37.4K +468 New
FFO
1635
Fortitude Family Office
Arizona
$39K +$33.4K +418 New
EWM
1636
Evermay Wealth Management
Virginia
$38.5K +$3.84K +48 +13%
TIM
1637
Tortoise Investment Management
New York
$37.9K -$880 -11 -3%
DWA
1638
Delos Wealth Advisors
Texas
$37.6K +$32K +400 +13,333%
MSFP
1639
Mark Sheptoff Financial Planning
Connecticut
$37.3K – – –
USB
1640
Union Savings Bank
Connecticut
$36.4K +$12K +150 +63%
YDMI
1641
Y.D. More Investments
Israel
$35.3K – – –
CTA
1642
Colonial Trust Advisors
South Carolina
$34.6K +$20.9K +261 +237%
SIC
1643
SJS Investment Consulting
Ohio
$34.4K -$1.84K -23 -6%
FUBT
1644
First United Bank & Trust
Maryland
$34.3K +$29.4K +368 New
EIM
1645
Essex Investment Management
Massachusetts
$33.9K – – –
OP
1646
ORG Partners
Indiana
$32.1K -$4.08K -51 -13%
BCMLT
1647
Beacon Capital Management LLC (Tennessee)
Tennessee
$31.7K +$320 +4 +1%
TFM
1648
TFC Financial Management
Massachusetts
$31.6K -$640 -8 -2%
DFA
1649
DHJJ Financial Advisors
Illinois
$31.5K – – –
WBC
1650
West Branch Capital
Massachusetts
$29.7K – – –
64 65
66
67 68