We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GIM
1701
Goelzer Investment Management
Indiana
$291K +$37.5K +305 +17%
MWAM
1702
Manhattan West Asset Management
California
$291K +$31.9K +260 +14%
BI
1703
Binnacle Investments
Iowa
$291K +$17.4K +142 +7%
MAG
1704
Mayfair Advisory Group
Alabama
$290K – – –
SWIM
1705
Smallwood Wealth Investment Management
New Jersey
$290K – – –
TWM
1706
Tripletail Wealth Management
Florida
$290K +$247K +2,015 New
BFA
1707
Beacon Financial Advisory
Ohio
$289K +$13.5K +110 +6%
AWA
1708
Alta Wealth Advisors
Massachusetts
$289K -$30.7K -250 -11%
WCM
1709
Wedge Capital Management
North Carolina
$288K -$26K -212 -9%
WRPWM
1710
Werba Rubin Papier Wealth Management
California
$288K +$40K +326 +19%
BWM
1711
BKM Wealth Management
Wisconsin
$286K -$491 -4 -0.2%
SSG
1712
Summit Securities Group
New York
$286K -$131K -1,069 -34%
JCM
1713
J2 Capital Management
Michigan
$286K -$257K -2,093 -51%
GSWA
1714
Good Steward Wealth Advisors
Tennessee
$284K -$220K -1,792 -47%
UCB
1715
United Community Bank
South Carolina
$283K +$12K +98 +5%
CS
1716
Capital Square
Tennessee
$283K – – –
MSWM
1717
Master's Wealth Management
Pennsylvania
$283K +$246K +2,006 New
DMBA
1718
Deseret Mutual Benefit Administrators
Utah
$282K – – –
IFA
1719
Interactive Financial Advisors
Illinois
$282K +$368 +3 +0.2%
DO
1720
denkapparat Operations
Germany
$282K -$68.5K -558 -22%
IPAM
1721
Investment Partners Asset Management
New Jersey
$282K – – –
MIM
1722
Merrion Investment Management
New Jersey
$282K – – –
PRI
1723
Prepared Retirement Institute
Pennsylvania
$281K -$54.4K -443 -18%
KOC
1724
Koss-Olinger Consulting
Florida
$281K -$123 -1 -0.1%
TCMP
1725
Thrive Capital Management (Pennsylvania)
Pennsylvania
$281K +$245K +1,995 New
67 68
69
70 71