We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
DWG
1626
Darden Wealth Group
Michigan
$338K – – –
OFS
1627
OneAscent Financial Services
Alabama
$337K -$201K -1,633 -41%
VC
1628
Veracity Capital
Georgia
$337K +$15.4K +125 +6%
RP
1629
Riverwater Partners
Wisconsin
$337K -$208K -1,692 -41%
WCWM
1630
Willow Creek Wealth Management
California
$336K – – –
GCM
1631
Goldstream Capital Management
Hong Kong
$335K – – –
FCM
1632
Firestone Capital Management
Florida
$334K -$3.32K -27 -1%
GSIS
1633
Global Strategic Investment Solutions
Arizona
$332K – – –
IGGA
1634
Iron Gate Global Advisors
Utah
$331K +$31.2K +254 +12%
VST
1635
Van Strum & Towne
California
$330K – – –
SC
1636
Sepio Capital
Utah
$329K -$18.2K -148 -6%
PWA
1637
Primoris Wealth Advisors
Florida
$329K – – –
NDSI
1638
Newman Dignan & Sheerar Inc
Rhode Island
$328K – – –
SH
1639
SLT Holdings
Arizona
$328K +$5.16K +42 +2%
TLFA
1640
True Link Financial Advisors
California
$326K +$2.21K +18 +0.8%
MIC
1641
Means Investment Company
Maine
$324K +$1.23K +10 +0.4%
PWA
1642
Prairie Wealth Advisors
Nebraska
$324K – – –
1IA
1643
1834 Investment Advisors
Wisconsin
$323K – – –
HWM
1644
Hemington Wealth Management
Virginia
$323K +$9.21K +75 +3%
HDA
1645
Harold Davidson & Associates
California
$323K +$281K +2,290 New
TA
1646
TFB Advisors
Kansas
$321K -$16.1K -131 -5%
WG
1647
Welch Group
Alabama
$321K +$11.4K +93 +4%
AW
1648
Alteri Wealth
California
$321K +$10.2K +83 +4%
ONST
1649
Old North State Trust
North Carolina
$320K – – –
FA
1650
FDx Advisors
Illinois
$320K +$3.32K +27 +1%
64 65
66
67 68