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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
751
AIA Group
Hong Kong
$3.29M +$1.15M +7,797 +61%
AW
752
Alaethes Wealth
Nevada
$3.28M -$345K -2,335 -10%
MCWS
753
McKinley Carter Wealth Services
West Virginia
$3.28M -$60.5K -410 -2%
CIA
754
Capital Investment Advisors
Georgia
$3.28M -$373K -2,526 -11%
LWCFA
755
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$3.24M -$116K -785 -4%
SIM
756
Stratos Investment Management
Ohio
$3.23M -$21.4K -145 -0.7%
AFG
757
Atomi Financial Group
New York
$3.23M +$111K +750 +4%
SLI
758
Sumitomo Life Insurance
Japan
$3.2M -$96.3K -652 -3%
WAM
759
Werlinich Asset Management
Connecticut
$3.19M – – –
DLCIG
760
D.L. Carlson Investment Group
New Hampshire
$3.18M +$172K +1,166 +6%
SWP
761
Sagespring Wealth Partners
Tennessee
$3.17M +$61.1K +414 +2%
BIM
762
Baldwin Investment Management
Pennsylvania
$3.13M -$28.8K -195 -1%
HAIM
763
Hunter Associates Investment Management
Pennsylvania
$3.12M +$97K +657 +3%
CT
764
Caldwell Trust
Florida
$3.1M -$13K -88 -0.4%
CFCI
765
Comprehensive Financial Consultants Institutional
Indiana
$3.08M -$75.5K -511 -3%
CAM
766
Cacti Asset Management
Georgia
$3.04M -$148K -1,000 -5%
BAM
767
Belpointe Asset Management
Nevada
$3.02M +$2.28M +15,453 +433%
HIA
768
Harvest Investment Advisors
Florida
$3.02M -$49.5K -335 -2%
HCCM
769
Hudson Canyon Capital Management
New York
$3.01M -$90.7K -614 -3%
MFS
770
Mirabella Financial Services
United Kingdom
$3M +$1.68M +11,386 +151%
CAM
771
Covenant Asset Management
New Jersey
$3M -$591 -4 -0%
MSAM
772
Moloney Securities Asset Management
Missouri
$2.99M -$295K -1,998 -10%
IIL
773
Insight Inv LLC
California
$2.96M +$140K +945 +5%
CIA
774
Choate Investment Advisors
Massachusetts
$2.94M -$4.72K -32 -0.2%
AWA
775
Aaron Wealth Advisors
Illinois
$2.93M +$1.32M +8,965 +95%
29 30
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