We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
1701
Meeder Asset Management
Ohio
$30.8K -$395K -4,153 -93%
PPA
1702
Painted Porch Advisors
California
$30.7K +$30.1K +316 New
LIA
1703
Lynx Investment Advisory
District of Columbia
$30.5K +$29.8K +313 New
HIIFS
1704
Harel Insurance Investments & Financial Services
Israel
$30K – – –
BAM
1705
Byrne Asset Management
New Jersey
$29.6K – – –
ICM
1706
Islay Capital Management
Texas
$29.2K – – –
MCA
1707
Maryland Capital Advisors
Maryland
$29.2K – – –
BFA
1708
BBJS Financial Advisors
Washington
$29.2K +$28.6K +300 New
MWA
1709
Miller Wealth Advisors
Colorado
$27.7K – – –
HNB
1710
Hilltop National Bank
Wyoming
$27.3K – – –
BTC
1711
Bank & Trust Company
Illinois
$25.8K +$25.2K +265 New
PIS
1712
POM Investment Strategies
North Carolina
$25.5K +$22.9K +241 +1,148%
OWA
1713
Opal Wealth Advisors
New York
$25K +$24.5K +257 New
SC
1714
Solstein Capital
California
$24.9K – – –
AEPWM
1715
Atlantic Edge Private Wealth Management
Florida
$24.8K – – –
VAG
1716
VisionPoint Advisory Group
Texas
$24.7K -$96.6K -1,015 -80%
DCM
1717
Davis Capital Management
Florida
$24.4K – – –
WIA
1718
Wetzel Investment Advisors
Indiana
$24.4K – – –
RWM
1719
Ruedi Wealth Management
Illinois
$24.1K +$5.04K +53 +27%
OP
1720
ORG Partners
Indiana
$23.8K +$11.4K +120 +101%
MSG
1721
Main Street Group
Virginia
$23.7K -$6.19K -65 -21%
BFS
1722
Bare Financial Services
Pennsylvania
$20.5K – – –
JWM
1723
Janiczek Wealth Management
Colorado
$20K -$286 -3 -1%
FMTCOCP
1724
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K – – –
DWA
1725
Delos Wealth Advisors
Texas
$19.9K – – –
67 68
69
70 71