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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
CAMV
751
Concord Asset Management (Virginia)
Virginia
$4.28M +$47.2K +283 +1%
NIM
752
Northeast Investment Management
Massachusetts
$4.25M -$76.4K -458 -2%
VI
753
Vestcor Inc
New Brunswick, Canada
$4.25M – – –
RAM
754
Ramirez Asset Management
New York
$4.23M – – –
MWM
755
Meridian Wealth Management
Kentucky
$4.19M -$186K -1,118 -5%
LIM
756
Leavell Investment Management
Alabama
$4.11M +$80.1K +480 +2%
LFS
757
Lighthouse Financial Services
California
$4.1M +$3.85M +23,109 New
AFG
758
Atomi Financial Group
New York
$4.09M +$458K +2,743 +14%
SC
759
Syon Capital
California
$4.09M +$261K +1,565 +7%
JSSH
760
J. Safra Sarasin Holding
$4.08M -$445K -2,668 -10%
ACM
761
Alcosta Capital Management
California
$4.07M +$3.82M +22,898 New
CNBT
762
Canandaigua National Bank & Trust
New York
$4.04M -$123K -735 -3%
DF
763
Donoghue Forlines
Massachusetts
$4.03M +$2.17M +13,019 +134%
HIM
764
Hillsdale Investment Management
Ontario, Canada
$4M +$3.03M +18,180 +420%
BCWM
765
Bartlett & Co Wealth Management
Ohio
$3.98M – – –
AIS
766
AM Investment Strategies
Tennessee
$3.96M -$10.5K -63 -0.3%
YIA
767
YHB Investment Advisors
Connecticut
$3.95M -$62.6K -375 -2%
AC
768
Asio Capital
Kentucky
$3.9M -$63.4K -380 -2%
CK
769
Cohen Klingenstein
New York
$3.87M – – –
TE
770
Tema ETFs
New York
$3.87M -$10.7K -64 -0.3%
TH
771
TCTC Holdings
Texas
$3.86M – – –
RSA
772
River Street Advisors
Illinois
$3.86M +$69.7K +418 +2%
AWA
773
Aaron Wealth Advisors
Illinois
$3.86M +$551K +3,306 +18%
IA
774
IFG Advisory
Georgia
$3.83M -$1.17K -7 -0%
TNA
775
True North Advisors
Texas
$3.82M +$61.4K +368 +2%
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