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Morgan Stanley
MS

Name Holding Trade Value Shares
Change 		Change in
Stake
DCM
2501
Davidson Capital Management
Texas
$3.02K +$2.84K +17 New
CMP
2502
Coston McIsaac & Partners
Maine
$3K – – –
PIS
2503
POM Investment Strategies
North Carolina
$2.86K +$2.67K +16 New
TBFA
2504
Three Bearings Fiduciary Advisors
New Hampshire
$2.76K +$2.5K +15 New
ADBIC
2505
A.D. Beadell Investment Counsel
Wisconsin
$2.73K – – –
LIA
2506
Luken Investment Analytics
Tennessee
$2.66K +$2.5K +15 New
CYG
2507
Clean Yield Group
Vermont
$2.48K – – –
NA
2508
Networth Advisors
Pennsylvania
$2.48K +$2.33K +14 New
RFA
2509
Reyes Financial Architecture
California
$2.31K +$2.17K +13 New
DF
2510
DecisionPoint Financial
Arizona
$2.13K – – –
LC
2511
Luminist Capital
Michigan
$2.13K +$2K +12 New
KCM
2512
Key Capital Management
Tennessee
$1.95K +$1.83K +11 New
CCC
2513
Chelsea Counsel Company
California
$1.78K – – –
RCM
2514
Richardson Capital Management
Wisconsin
$1.6K +$1.5K +9 New
JFA
2515
JNBA Financial Advisors
Minnesota
$1.42K -$6K -36 -82%
WA
2516
Whipplewood Advisors
Colorado
$1.42K +$1.33K +8 New
P
2517
Palladiem
Pennsylvania
$1.24K +$1.17K +7 New
NL
2518
NorthAvenue LLC
Ohio
$1.07K +$1K +6 New
APW
2519
Atlantic Private Wealth
North Carolina
$888 +$834 +5 New
LWMI
2520
Legacy Wealth Management (Idaho)
Idaho
$711 – – –
LGWM
2521
Litman Gregory Wealth Management
California
$711 +$667 +4 New
RJA
2522
Ross\Johnson & Associates
Minnesota
$710 +$500 +3 +300%
EWM
2523
Evolution Wealth Management
Florida
$533 – – –
RPA
2524
Redwood Park Advisors
California
$533 +$500 +3 New
MI
2525
Motiv8 Investments
Florida
$25 +$23.2K +139 New
99 100
101
102 103