KINGSWOOD WEALTH ADVISORS, LLC

Position in MS — Morgan Stanley

CIK 1987855 SAN DIEGO, CA

Position in MS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,175,061

+$110,037 QoQ

Shares Held

10,405

-17.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#310

of 1,023 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

KINGSWOOD WEALTH ADVISORS, LLC holds $15,466,532 across 11 Capital Markets names. MS ranks #2 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,698	$6,774,156
2	MS	Morgan Stanley This page	10,405	$2,175,061
3	IBKR	Interactive Brokers Group, Inc.	16,332	$1,421,537
4	SCHW	Schwab Charles Corp	10,685	$985,904
5	HOOD	Robinhood Markets, Inc.	8,861	$888,581
6	RIOT	Riot Platforms, Inc.	28,484	$779,891
7	BMNR	Bitmine Immersion Technologies, Inc.	54,730	$728,456
8	WULF	Terawulf Inc.	28,037	$692,513

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,175,061	10,405	-17.1%	Shares	Sole	2026-07-27
2026-03-31	$2,065,024	12,548	+9.9%	Shares	Sole	2026-04-28
2025-12-31	$2,027,392	11,420	+62.6%	Shares	Sole	2026-01-28
2025-09-30	$1,116,217	7,022	+3.1%	Shares	Sole	2025-10-23
2025-06-30	$959,679	6,813	-1.8%	Shares	Sole	2025-07-23
2025-03-31	$809,806	6,941	-20.7%	Shares	Sole	2025-07-25
2024-12-31	$1,100,050	8,750	-38.6%	Shares	Sole	2025-01-22
2024-09-30	$1,486,253	14,258	+35.6%	Shares	Sole	2024-10-21
2024-06-30	$1,021,952	10,515	+0.5%	Shares	Sole	2024-07-09
2024-03-31	$985,196	10,463	-6.5%	Shares	Sole	2024-04-15
2023-12-31	$1,043,467	11,190	-8.9%	Shares	Sole	2024-01-16
2023-09-30	$1,002,989	12,281	—	Shares	Sole	2023-10-24
No filing history on record for this holder in this stock.