We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
OFO
1701
OneAscent Family Office
Alabama
$243K +$238K +1,932 New
MCP
1702
Mirador Capital Partners
California
$241K +$236K +1,917 New
LF
1703
Lantz Financial
Illinois
$241K -$24.1K -196 -9%
KCM
1704
Kanawha Capital Management
Virginia
$241K -$8.13K -66 -3%
SIM
1705
SSI Investment Management
California
$241K +$236K +1,913 New
A
1706
AlphaQuest
New York
$240K -$203K -1,648 -46%
EFG
1707
Ethos Financial Group
Pennsylvania
$239K +$234K +1,903 New
TWM
1708
Tradition Wealth Management
Minnesota
$239K +$234K +1,902 New
CWA
1709
Canvas Wealth Advisors
Kansas
$239K -$91.5K -743 -28%
WMA
1710
Wealth Management Associates
New Jersey
$238K +$233K +1,894 New
FFA
1711
Founders Financial Alliance
North Carolina
$237K +$233K +1,888 New
NQWM
1712
Northwest Quadrant Wealth Management
Oregon
$237K +$232K +1,882 New
PHAM
1713
Palisades Hudson Asset Management
Florida
$236K +$231K +1,878 New
BMCM
1714
Bryn Mawr Capital Management
Pennsylvania
$236K -$6.4K -52 -3%
ACA
1715
Atlas Capital Advisors
Wyoming
$235K – – –
LWM
1716
LJI Wealth Management
Indiana
$235K +$230K +1,871 New
KFA
1717
Krane Funds Advisors
New York
$235K -$29.9K -243 -12%
OCBCO
1718
Oversea-Chinese Banking Corp (OCBC)
Singapore
$235K -$125K -1,017 -35%
GIA
1719
GHP Investment Advisors
Colorado
$235K -$3.57K -29 -2%
IIC
1720
Integrated Investment Consultants
Michigan
$234K -$1.89M -15,356 -89%
AIM
1721
Athena Investment Management
California
$234K -$14K -114 -6%
MW
1722
MBL Wealth
North Carolina
$234K +$229K +1,863 New
FFA
1723
Florida Financial Advisors
Florida
$234K +$229K +1,861 New
BWG
1724
Berry Wealth Group
Texas
$234K +$229K +1,858 New
AIA
1725
AssuredPartners Investment Advisors
Florida
$234K +$229K +1,858 New
67 68
69
70 71