We are live on ! Find out more
MS icon

Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
GFWA
2076
Grey Fox Wealth Advisors
Delaware
$76.2K +$70.7K +479 New
AAG
2077
Accordant Advisory Group
Maryland
$74.7K – – –
FWM
2078
FSA Wealth Management
Massachusetts
$71.9K +$148 +1 +0.2%
CIAS
2079
CBIZ Investment Advisory Services
Ohio
$71.1K -$13.4K -91 -17%
PWA
2080
Provenance Wealth Advisors
Florida
$70.4K – – –
SN
2081
Sittner & Nelson
Oregon
$68.8K – – –
AEPWM
2082
Atlantic Edge Private Wealth Management
Florida
$68.4K +$18.5K +125 +41%
VWA
2083
VSM Wealth Advisory
Maryland
$68.1K +$148 +1 +0.2%
CPG
2084
Cornerstone Planning Group
New Jersey
$66.1K +$28.9K +196 +96%
TLCM
2085
Twin Lakes Capital Management
California
$64.9K – – –
TIM
2086
Tortoise Investment Management
New York
$64.6K +$3.1K +21 +5%
NC
2087
North Capital
Utah
$64.5K +$6.05K +41 +11%
BCM
2088
Boreal Capital Management
Florida
$64.2K -$14.8K -100 -20%
IAS
2089
IMA Advisory Services
Colorado
$63.3K – – –
RS
2090
Rakuten Securities
Japan
$63.1K -$40.5K -274 -41%
FWA
2091
Flagship Wealth Advisors
Massachusetts
$62.9K – – –
FNWA
2092
Financial Network Wealth Advisors
Utah
$60.9K +$3.99K +27 +8%
MFT
2093
Moisand Fitzgerald Tamayo
Florida
$59.9K – – –
ETS
2094
ESL Trust Services
New York
$59.3K +$1.92K +13 +4%
RF
2095
Roxbury Financial
New Jersey
$59.3K +$443 +3 +0.8%
AA
2096
Ancora Advisors
Ohio
$59.1K -$7.97K -54 -13%
TSMHT
2097
Thurston Springer Miller Herd & Titak
Indiana
$58.3K -$361K -2,447 -87%
EIM
2098
Essex Investment Management
Massachusetts
$57.7K – – –
BHWM
2099
Beaird Harris Wealth Management
Texas
$56.9K +$1.77K +12 +3%
NFSG
2100
Newbridge Financial Services Group
Florida
$56.2K +$36.9K +250 +243%
82 83
84
85 86