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Morgan Stanley

Name Holding Trade Value Shares
Change
Change in
Stake
PFO
551
Pathstone Family Office
New Jersey
$2.8M -$9.34K -114 -0.3%
ECM
552
Everence Capital Management
Indiana
$2.79M
EP
553
Edgestream Partners
New Jersey
$2.79M +$1.33M +16,224 +79%
SWM
554
Sculati Wealth Management
Michigan
$2.79M +$12.7K +155 +0.4%
GWM
555
Geneos Wealth Management
Colorado
$2.77M +$185K +2,256 +7%
Assenagon Asset Management
556
Assenagon Asset Management
Luxembourg
$2.77M -$153K -1,870 -5%
AHC
557
Adell Harriman & Carpenter
Texas
$2.74M +$1.19M +14,480 +67%
KJHP
558
K.J. Harrison & Partners
Ontario, Canada
$2.72M -$174K -2,120 -6%
BFPW
559
BOK Financial Private Wealth
Colorado
$2.69M -$1.32M -16,124 -31%
GT
560
Greenleaf Trust
Michigan
$2.67M +$125K +1,530 +5%
HWM
561
HB Wealth Management
Georgia
$2.67M +$745K +9,099 +35%
DAS
562
Dynamic Advisor Solutions
Arizona
$2.66M +$30.1K +367 +1%
Federated Hermes
563
Federated Hermes
Pennsylvania
$2.65M -$78.4K -957 -3%
KIA
564
KCM Investment Advisors
California
$2.64M -$99.4K -1,213 -3%
AIA
565
Affinity Investment Advisors
California
$2.63M +$63.3K +773 +2%
LNWWM
566
Laird Norton Wetherby Wealth Management
California
$2.61M +$137K +1,671 +5%
IAN
567
Integrated Advisors Network
Texas
$2.59M +$73.7K +900 +3%
FM
568
Foster & Motley
Ohio
$2.59M -$107K -1,302 -4%
MMC
569
Mizuho Markets Cayman
Cayman Islands
$2.59M -$1.86M -22,662 -40%
HAIM
570
Hunter Associates Investment Management
Pennsylvania
$2.57M -$463K -5,647 -14%
MYLI
571
Meiji Yasuda Life Insurance
Japan
$2.57M +$759K +9,263 +38%
BAM
572
Belpointe Asset Management
Nevada
$2.54M -$117K -1,434 -4%
AF
573
Alerus Financial
North Dakota
$2.54M +$4.18K +51 +0.2%
SYBT
574
Stock Yards Bank & Trust
Kentucky
$2.51M +$2.23M +27,173 +461%
LNC
575
Lincoln National Corp
Pennsylvania
$2.51M +$423K +5,162 +18%