We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
SAA
1701
Southeast Asset Advisors
Georgia
$603K – – –
CCM
1702
Charter Capital Management
Wisconsin
$598K +$24.8K +125 +5%
HAS
1703
HBW Advisory Services
California
$597K +$316K +1,594 +126%
GSWM
1704
Golden State Wealth Management
California
$596K +$6.14K +31 +1%
CA
1705
Cornerstone Advisory
Maryland
$593K +$25.3K +128 +5%
CWA
1706
CM Wealth Advisors
Ohio
$592K – – –
PWM
1707
Partners Wealth Management
California
$591K -$20.4K -103 -4%
RWA
1708
River Wealth Advisors
Pennsylvania
$590K -$4.55K -23 -0.8%
LIA
1709
LBMC Investment Advisors
Tennessee
$587K -$198 -1 -0%
AWG
1710
Altus Wealth Group
Colorado
$586K -$35.6K -180 -6%
FC
1711
Fairscale Capital
New Hampshire
$583K – – –
GLLW
1712
Graves Light Lenhart Wealth
Virginia
$583K -$2.77K -14 -0.5%
SH
1713
SLT Holdings
Arizona
$582K -$8.32K -42 -1%
UF
1714
Univest Financial
Pennsylvania
$582K +$65.2K +329 +13%
CSB
1715
City State Bank
Iowa
$582K – – –
EGWAG
1716
Elwood & Goetz Wealth Advisory Group
Georgia
$581K -$1.78K -9 -0.3%
WRPWM
1717
Werba Rubin Papier Wealth Management
California
$581K -$14.7K -74 -3%
FMTC
1718
Farmers & Merchants Trust Company
California
$581K +$46.7K +236 +9%
IIM
1719
Ipswich Investment Management
Massachusetts
$580K – – –
ISS
1720
Intesa Sanpaolo SpA.
Italy
$580K +$79.8K +403 +17%
EV
1721
EJMK Ventures
Illinois
$579K +$53.3K +269 +11%
VW
1722
Vantus Wealth
Pennsylvania
$576K +$545K +2,754 New
CNB
1723
Camden National Bank
Maine
$574K -$26.9K -136 -5%
JCIA
1724
Jackson Creek Investment Advisors
Colorado
$574K -$178K -899 -25%
LSL
1725
Legacy Solutions LLC
Pennsylvania
$573K +$7.33K +37 +1%
67 68
69
70 71