We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
1851
Mosaic Financial Group
Illinois
$457K +$990 +5 +0.2%
PWP
1852
Precedent Wealth Partners
Texas
$456K +$88.1K +445 +26%
TIA
1853
TCFG Investment Advisors
California
$456K +$37K +187 +9%
MIM
1854
Macroview Investment Management
Maryland
$456K +$1.19K +6 +0.3%
EL
1855
EWA LLC
Pennsylvania
$456K +$38K +192 +10%
WETS
1856
Wealth Enhancement Trust Services
South Dakota
$455K -$90.3K -456 -17%
LC
1857
LCNB Corp
Ohio
$453K +$6.34K +32 +1%
SL
1858
Summitry LLC
California
$453K +$91.3K +461 +27%
CWA
1859
Canvas Wealth Advisors
Kansas
$453K +$2.38K +12 +0.6%
PEWA
1860
Pacific Excel Wealth Advisors
California
$452K +$428K +2,160 New
HFO
1861
Heritage Family Offices
Arizona
$452K +$146K +735 +52%
PC
1862
PCB Capital
New Jersey
$451K +$7.92K +40 +2%
ESC
1863
Eurizon SLJ Capital
$450K – – –
PCM
1864
Penserra Capital Management
California
$450K +$402K +2,030 +1,611%
RWP
1865
Revolve Wealth Partners
New Jersey
$450K +$29.7K +150 +7%
SWIM
1866
Smallwood Wealth Investment Management
New Jersey
$449K +$18K +91 +4%
WGAM
1867
Wilkinson Global Asset Management
New York
$448K -$14.9K -75 -3%
TCM
1868
Traynor Capital Management
Pennsylvania
$446K +$22.6K +114 +6%
FC
1869
Fulcrum Capital
Washington
$445K -$151K -762 -26%
OCM
1870
Osterweis Capital Management
California
$445K -$29.7K -150 -7%
FBFS
1871
First Business Financial Services
Wisconsin
$444K +$9.9K +50 +2%
ES
1872
Eagle Strategies
New York
$444K -$12.7K -64 -3%
MIM
1873
Marco Investment Management
Georgia
$444K – – –
MWM
1874
Massachusetts Wealth Management
Massachusetts
$444K +$14.9K +75 +4%
MWM
1875
Manske Wealth Management
Texas
$444K – – –
73 74
75
76 77