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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
VI
601
Vestcor Inc
New Brunswick, Canada
$2.48M -$118K -1,378 -5%
FM
602
Foster & Motley
Ohio
$2.45M +$941 +11 +0%
ASN
603
Advisory Services Network
Georgia
$2.45M +$282K +3,295 +13%
AIMCA
604
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.43M – – –
LI
605
LMCG Investments
Massachusetts
$2.42M -$47.5K -556 -2%
S
606
SignatureFD
Georgia
$2.42M +$112K +1,306 +5%
VF
607
Virtu Financial
New York
$2.38M -$222K -2,598 -9%
SW
608
SteelPeak Wealth
California
$2.38M +$2.38M +27,817 New
UHC
609
Union Heritage Capital
Michigan
$2.37M – – –
AA
610
Altrafin AG
$2.36M +$10.3K +120 +0.4%
CT
611
Coastline Trust
Rhode Island
$2.34M -$305K -3,569 -12%
NIM
612
Northeast Investment Management
Massachusetts
$2.33M -$347K -4,054 -13%
GF
613
Gries Financial
Ohio
$2.33M -$12.9K -151 -0.5%
LD
614
Lipe & Dalton
New York
$2.33M -$70.4K -823 -3%
CANC
615
Culbertson A N & Co
Virginia
$2.32M +$16.2K +190 +0.7%
SCP
616
Shorepoint Capital Partners
Massachusetts
$2.32M +$2.32M +27,163 New
DCM
617
Dimension Capital Management
Florida
$2.3M – – –
BFG
618
Bleakley Financial Group
New Jersey
$2.26M -$147K -1,724 -6%
VVP
619
Venture Visionary Partners
Ohio
$2.26M +$69K +807 +3%
SC
620
Savant Capital
Illinois
$2.26M +$208K +2,436 +10%
SS
621
Simplicity Solutions
Minnesota
$2.26M -$1.83M -21,369 -45%
WJWM
622
Williams Jones Wealth Management
New York
$2.23M -$1.13M -13,239 -34%
SFA
623
Sequoia Financial Advisors
Ohio
$2.23M +$120K +1,402 +6%
HAIM
624
Hunter Associates Investment Management
Pennsylvania
$2.23M -$42K -491 -2%
EH
625
Equitable Holdings
New York
$2.23M +$575K +6,724 +35%
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