We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
2026
Rossby Financial
Florida
$10.8K +$12K +93 New
PFG
2027
Putney Financial Group
California
$10.5K – – –
NFSG
2028
Newbridge Financial Services Group
Florida
$10.4K – – –
CWM
2029
Centricity Wealth Management
Ohio
$10K – – –
DMIC
2030
Dixon Mitchell Investment Counsel
British Columbia, Canada
$10K – – –
AP
2031
Atwood & Palmer
Missouri
$9.92K – – –
WCM
2032
WealthTrak Capital Management
Virginia
$9.22K +$773 +6 +8%
AG
2033
AmeriFlex Group
Nevada
$8.75K +$6.96K +54 +257%
FCT
2034
First Community Trust
Iowa
$8.52K – – –
CWP
2035
Clark Wealth Partners
Illinois
$8.4K – – –
CCMI
2036
Creative Capital Management Investments
California
$8.4K – – –
AIM
2037
Arcadia Investment Management
Michigan
$8.17K – – –
SHIM
2038
Stone House Investment Management
Pennsylvania
$8.17K +$9.02K +70 New
RFG
2039
REAP Financial Group
Texas
$8.05K +$8.76K +68 +6,800%
HFS
2040
Hughes Financial Services
Virginia
$7.75K +$8.63K +67 New
PWA
2041
Principia Wealth Advisory
Texas
$7.48K +$4.38K +34 +103%
RWPA
2042
Richard W. Paul & Associates
Michigan
$7.23K -$2.58K -20 -24%
ACM
2043
Anfield Capital Management
California
$7.23K – – –
SIM
2044
Synergy Investment Management
Florida
$7.23K – – –
FRA
2045
Front Row Advisors
California
$7K – – –
DI
2046
DAGCO Inc
Ohio
$7K +$7.73K +60 New
GWM
2047
Graybill Wealth Management
Illinois
$7K +$7.73K +60 New
CWA
2048
Carolina Wealth Advisors
South Carolina
$6.77K – – –
HIW
2049
Holos Integrated Wealth
Pennsylvania
$6.53K – – –
SIC
2050
SJS Investment Consulting
Ohio
$6.53K – – –
80 81
82
83 84