We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GF
2026
GGM Financials
Ohio
$140K +$130K +880 New
KA
2027
Kozak & Associates
Colorado
$139K +$22.4K +152 +21%
HDIM
2028
Hanson & Doremus Investment Management
Vermont
$139K +$9.75K +66 +8%
MSWA
2029
Marshall & Sterling Wealth Advisors
New York
$136K -$12.8K -87 -9%
C
2030
Covestor
United Kingdom
$132K -$38.4K -260 -24%
SA
2031
SRH Advisors
Kansas
$129K +$591 +4 +0.5%
HWA
2032
HHM Wealth Advisors
Tennessee
$128K +$2.95K +20 +3%
OIA
2033
Optimum Investment Advisors
Illinois
$127K – – –
PCC
2034
Park Circle Company
Maryland
$127K – – –
MIM
2035
MTM Investment Management
South Carolina
$126K +$591 +4 +0.5%
CWM
2036
Cranbrook Wealth Management
Michigan
$124K -$13.6K -92 -11%
RCM
2037
Raleigh Capital Management
North Carolina
$123K -$710K -4,810 -86%
HHGA
2038
Halbert Hargrove Global Advisors
California
$121K +$102K +688 +969%
TC
2039
Trust Company
Kansas
$120K – – –
CT
2040
Clearstead Trust
Maine
$117K – – –
FFO
2041
Fortitude Family Office
Arizona
$116K -$2.51K -17 -2%
AWM
2042
Ameliora Wealth Management
Switzerland
$115K -$10K -68 -9%
1M
2043
1248 Management
Missouri
$113K +$148 +1 +0.1%
KFA
2044
Kelleher Financial Advisors
New York
$113K +$105K +712 New
NSG
2045
Nalls Sherbakoff Group
Tennessee
$112K – – –
PMFA
2046
Plante Moran Financial Advisors
Michigan
$110K -$10K -68 -9%
FUBT
2047
First United Bank & Trust
Maryland
$108K +$16.8K +114 +20%
DI
2048
DAGCO Inc
Ohio
$108K +$591 +4 +0.6%
HIMS
2049
Hager Investment Management Services
New Hampshire
$107K +$1.48K +10 +2%
DPW
2050
DiNuzzo Private Wealth
Pennsylvania
$106K – – –
80 81
82
83 84