We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
HCM
1676
Hollencrest Capital Management
California
$49.8K -$9.33K -98 -16%
SN
1677
Sittner & Nelson
Oregon
$49.6K – – –
NFSG
1678
Newbridge Financial Services Group
Florida
$48.6K -$5.14K -54 -10%
USB
1679
Union Savings Bank
Connecticut
$48.5K +$18.9K +199 +66%
MSFP
1680
Mark Sheptoff Financial Planning
Connecticut
$48.2K +$9.14K +96 +24%
AWM
1681
Activest Wealth Management
Florida
$47.1K +$46.2K +485 New
FNWA
1682
Financial Network Wealth Advisors
Utah
$47K +$46.1K +484 New
FRA
1683
Front Row Advisors
California
$46.5K -$762 -8 -2%
AAG
1684
Accordant Advisory Group
Maryland
$45.7K – – –
PWM
1685
Partnership Wealth Management
Maryland
$45.5K – – –
AFS
1686
Annapolis Financial Services
Maryland
$43.4K – – –
PWA
1687
Provenance Wealth Advisors
Florida
$43.1K – – –
CFD
1688
Creative Financial Designs
Indiana
$42.1K +$95 +1 +0.2%
QL
1689
Quarry LP
New York
$42.1K +$41.2K +433 New
MFT
1690
Moisand Fitzgerald Tamayo
Florida
$40.7K – – –
FFO
1691
Fortitude Family Office
Arizona
$40.6K – – –
RFS
1692
Richardson Financial Services
Massachusetts
$39.2K +$6.76K +71 +21%
EBA
1693
Eagle Bay Advisors
New York
$35.7K +$476 +5 +1%
BWP
1694
Baldwin Wealth Partners
Massachusetts
$35.7K +$3.05K +32 +10%
EIM
1695
Essex Investment Management
Massachusetts
$35.3K – – –
RCM
1696
Raleigh Capital Management
North Carolina
$34.6K +$10.6K +111 +45%
1IA
1697
1620 Investment Advisors
Massachusetts
$33.9K +$33.2K +349 New
TFM
1698
TFC Financial Management
Massachusetts
$33.6K – – –
DFA
1699
DHJJ Financial Advisors
Illinois
$32.9K – – –
WBC
1700
West Branch Capital
Massachusetts
$30.9K – – –
66 67
68
69 70