We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
EP
1726
Ehrenkranz Partners
New York
$318K +$295K +2,000 New
RCM
1727
RB Capital Management
Nevada
$318K +$30.4K +206 +11%
PRI
1728
Prepared Retirement Institute
Pennsylvania
$317K – – –
KWMG
1729
King Wealth Management Group
Florida
$316K – – –
WCM
1730
Wedge Capital Management
North Carolina
$316K -$9.01K -61 -3%
CS
1731
Capital Square
Tennessee
$316K – – –
TA
1732
TruWealth Advisors
Louisiana
$316K – – –
RPCA
1733
Running Point Capital Advisors
California
$315K +$6.5K +44 +2%
LFP
1734
Leeward Financial Partners
Washington
$314K +$443 +3 +0.2%
KWM
1735
Keebeck Wealth Management
Illinois
$313K +$23.3K +158 +9%
MCP
1736
Mirador Capital Partners
California
$313K – – –
KBFS
1737
Kohmann Bosshard Financial Services
Ohio
$313K – – –
OFO
1738
OneAscent Family Office
Alabama
$310K -$6.64K -45 -2%
CWA
1739
Consilio Wealth Advisors
Washington
$310K +$4.28K +29 +2%
AHL
1740
Abel Hall LLC
Louisiana
$310K -$6.05K -41 -2%
FM
1741
Family Management
New York
$310K – – –
BL
1742
Balentine LLC
Georgia
$309K +$64.5K +437 +29%
RWM
1743
RKL Wealth Management
Pennsylvania
$309K +$443 +3 +0.2%
PWP
1744
Phillips Wealth Planners
Mississippi
$309K -$71K -481 -20%
LAM
1745
Lewis Asset Management
California
$307K +$13.6K +92 +5%
WFI
1746
West Family Investments
California
$307K +$181K +1,227 +22%
ML
1747
McAdam LLC
Pennsylvania
$306K +$32.3K +219 +13%
NRS
1748
Neville Rodie & Shaw
New York
$306K – – –
GIM
1749
Goelzer Investment Management
Indiana
$305K -$22K -149 -7%
WMA
1750
Wealth Management Associates
New Jersey
$305K +$3.25K +22 +1%
68 69
70
71 72